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2 Using GoToWebinar 1. Collapse & expand panel 2. Meeting & dial-in information 3. Raise your hand for assistance 4. Ask the instructor questions 2

3 What to Expect Three day certification course in increments of 3-hours a day Concludes with an 75 question exam 70% Passing grade needed Use your study materials!

4 What Does It Mean To Be Certified? Early Adopter Program Access to complimentary training courses Accelerated increased ROI in your organization 4

5 Today s Agenda Review of installed applications & terminology (10 mins) Introduction to Foxtrot & automating processes Overview of essential functionality through some examples

6 Installed Applications Foxtrot is your Automated Employee, capable of interacting with any web, windows, or legacy environment. Foxtrot Legacy Designed for green screen automation. Foxtrot Extender Is a run only non-cyclical processes Foxtrot Administrator Manages all Foxtrot Suite applications including licensing, security roles, audits, and allowed technologies. 6

7 What is Foxtrot? Trained by your subject matter experts to increase efficiency and reduce errors. Performs the steps needed to complete monotonous processes. Your target applications recognize Foxtrot as a human 7

8 Terminology Selector Tool used to acquire Targets

9 Terminology Target An element on the screen that Foxtrot may interact with. Interactive Actions Actions that relate to Targets. Action Builder Contains Actions and their options for the targeted item.

10 Terminology Token A value that is created or generated. A Token s value may change at any time. Expression Builder Access to Tokens

11 New Features Undo/Redo Never make a mistake again!

12 New Features Undo/Redo Adobe Acrobat Never make a mistake again! Extract information from PDF forms Fill out a PDF Form

13 New Features Undo/Redo Adobe Acrobat Image Actions Never make a mistake again! Extract information from PDF forms Resize and join multiple images into a single file Fill out a PDF Form Modify pictures

14 New Features Undo/Redo Adobe Acrobat Image Actions Zip & Unzip Never make a mistake again! Extract information from PDF forms Resize and join multiple images into a single file Extract and compress files Fill out a PDF Form Modify pictures

15 New Features Undo/Redo Adobe Acrobat Image Actions Zip & Unzip Unlock Workstation Never make a mistake again! Extract information from PDF forms Resize and join multiple images into a single file Extract and compress files Completely automate processes Fill out a PDF Form Modify pictures

16 4/7/2016 Stretch Break We ll return at 2:35

17 4/7/2016 What did we learn?

18 Importing Data By default, Foxtrot can import dbf, csv, txt files To import Excel & Access files (xlsx, xls, xlsm, accdb, mdb), the Enhanced Import Wizard must be enabled via Foxtrot Administrator

19 Running Records When running on records, Foxtrot will Mark the current record as Done Go to the next Pending record Return to the top of the Startup Task

20 Expressions Database Fields and other Tokens are available within the Expression Builder

21 If Statements Making smarting scripts If and End If Action When to use which type of If Statement

22 If Statement Varieties Non-Interactive If Statement to compare two values Interactive If Statement to determine the existence of a target Interactive If Statement to determine the value of a target s text

23 Highlighting Allows Interaction with a dynamic set of targets Only available within a web table Interacting with the Highlighted Target will perform the Action to the highlight

24 Tasks Create organized flow within a script Task types & their uses

25 File Templates Used to log information Creates & appends to a csv file The Write Data File Action is required to log information

26 Loops Enables repeating of Actions within a script Creates a Loop and End Loop Action 3 Loop types We reviewed Infinite Loops tomorrow

27 Lists Look up information We ll review advanced uses throughout the course

28 Lists Constructing List Tokens Files & Folders vs Custom

29 Thank you! We ll see you tomorrow! 29

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