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Record

Recording is the fastest way to turn a manual browser task into something reusable in XY.

What to record​

Good recording candidates are:

  • repeatable portal tasks
  • predictable data-entry flows
  • upload or download steps
  • navigation paths your team performs often

How to get the best result​

Record one task at a time​

Keep the workflow focused on a single outcome.

Move deliberately​

Clean recordings are easier to replay and easier to refine later.

Avoid extra clicks​

Only capture the actions that are actually part of the task.

Save with a clear name​

Use a name that explains both the action and the system involved.

After recording​

Once the recording is saved, the next step is usually to:

  1. replay it
  2. review the steps
  3. add variables where needed
  4. make the workflow more reusable