Create a New Smart-Screen Configuration - Application Enabler - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Premier - Essential - Standard

Application Enabler

Platform
OnBase
Product
Application Enabler
Release
Foundation 23.1
License
Premier
Essential
Standard

Open your line-of-business application and ensure that the screen you wish to enable is visible and can be selected with a single mouse click.

To begin enabling an application:

  1. In Application Enabler Configuration, click New Smart-Screen.
  2. As you move the mouse across the line-of-business application, areas of your screen are highlighted by a selection box, which encloses the area selected for capture. Place your mouse over the line-of-business application you wish to enable. Move your mouse until the selection box encloses the entire line-of-business application screen and left-click to select it. It is possible (but not necessarily desirable) to select individual line-of-business application form fields (i.e., text boxes), in which case the selection box encloses the form field.
  3. Application Enabler Configuration extracts the name of the line-of-business application screen and displays the Settings dialog box:

    In some cases, the line-of-business application name may not appear as you wish. Rename the screen by replacing the default name provided in the Name field. If no Name is displayed on the General section, click View Window Info Tree and find the ‘parent' of the control you are going to use. For more information on the Info Tree dialog box, see View Window Info Tree.

    CAUTION:

    If you change the text in the Caption field and you are using the caption to identify the screen, the screen may not be identified correctly for your configuration. If this occurs, you must reconfigure the enabled application to reflect the changed caption text.

  4. If the name/path is dynamic, you can enter Page Identification Elements for the page. These strings should be elements on the screen that do not change. To create Page Identification Elements:
    1. Click New. The Static Elements dialog box displays.
    2. From the ID Type: drop-down list, select the how the identifier for the enabled element will be calculated:
      • Type hierarchy based- Pages are identified based on hierarchy.

      • AutomationId and occurrence based- Pages are identified based on occurrence and automation ID.

        Tip:

        Use AutomationId and occurrence based if a page contains multiple elements with the same name.

      • Tag Based- Pages are identified based on tags that do not change location and a relative path to the target field. If Tag Based is selected, the window changes to include the following:

    3. Application Enabler uses these identifiers to locate elements in the line-of-business application and scrape values from these elements. The tag value is a static field on the application.
      Note:

      The tag based method is the slowest of the available ID Type methods and should only be used when other methods are not viable.

      Note:

      When using a tag based ID method, Chrome is the preferred browser.

    4. Depending on the ID Type selected, perform one of the following:
      • For the Type hierarchy based and AutomationID and occurrence based ID Types, click and hold on the Finder Tool button. Drag the cursor from the button to the element in the application you want to identify. The Value: and ID: fields will populate if information is available.

      • For the Tag Based ID Type, click and hold the Finder Tool button. Drag the cursor from the button to the label for the element in the application you want to identify. The Tag Value: and ID: fields will populate if information is available.

      When using the Finder Tool, also note the following:

      • You can manually enter values, but the Finder Tool can more easily and quickly provide accurate results.
      • If you have difficulty selecting values in Chrome, do one of the following:
        • Drag the cursor from the button to the corner of the value you want to select rather than directly on top of the value.
        • If the HTML line-of-business source code contains table structures with values placed within <td> tags, edit the source code to wrap these values in <div> tags inside the <td> tags (for example, <td><div>value</div></td>).
    5. If you chose AutomationId and occurrence based, specify which occurrence should be used in the Occurrence field. For example, a page contains two elements with the same name. To use the first occurrence, specify 1 in the Occurrence field. To use the second occurrence, specify 2 in Occurrence field.
    6. To verify your configuration, you can click the Refresh button to highlight the element in the line-of-business application. You can also use the View Window Info Tree to open the Info Tree dialog box. For more information, see View Window Info Tree.
    7. When you have finished configuring the page identification element, click OK.
    8. The page identification element will display in the Settings dialog box.
    9. Repeat the above steps for each element you need to configure.
    10. When done configuring page identification elements, click Next.