Creating Recordings

You can create recordings in Recorder Manager to automate frequently repeated tasks.

To create a recording:

  1. Click the Settings button in the Main Menu window.

  2. Click the Recorder Manager link. The Recorder Manager window appears.

  3. Click the Record button in the ribbon.

  4. Perform the steps you want to record in one or multiple windows. If the steps involve entering dates, use virtual dates for the dates. You can right-click data to copy it, then paste it in a field or grid cell.

Note You cannot record in windows that were open before you clicked the Record button in the ribbon.

  1. Click the Stop Recording button in the ribbon.

  2. Enter a name for the recording in the Script Name field in the Recorder Manager window.

  3. Enter a description of the recording.

  4. If you want the recording to appear as a button on the Recorder tab in the ribbon in the Main Menu window, select the Favorite Recording check box.

  5. Click the OK button in the ribbon to save the recording. The recording is saved.

To run the recording, click the Play button in the ribbon. If you selected the Favorite Recording check box, you can also play the recording by clicking the recording in the Main Menu window. To view the script that controls the actions of the recording, select the recording on the Main tab in the Recorder Manager window, and then click the Export button in the ribbon. For more information on the syntax of recording scripts, see Recording Scripts.