Global Functions

The Global Function feature lets you create a customized self-made advanced command that contains of a set of advanced commands of your choice. Once you create a Global Function, you can apply it to any Wizard in the Company.

Usage

Imagine there is a repetitive fixed set of actions (a set of advanced commands) that need to occur more than once across a wizard, or across several wizards. Instead of re-creating and re-configuring the same set of advanced commands over and over again in the relevant wizard(s), you can create them ONCE as a Global Function, and apply the Global Function in different wizard(s).

Known limitation

Since the Global Function is created by compiling a set of advanced commands and NOT a recorded session, you cannot insert into it advanced commands that require only recorded steps.

• Workaround: Advanced commands that require recorded steps (e.g. mouse click) should be inserted into a Global Group.

An overview of how it works:

1. Creating a Global Function

2. Adding the global function to the relevant wizard(s)

Creating Global Function

Step 1: Create a new global function

Option 1: Right-click a category > New Global Function

Option 2:  Click a category > Select New Global Function at the bottom action pane

Step 2: configure and save the global function

General Set the name of the Global Function.

Function usage: A view of published wizards that use this global function (this view is populated once the global function is applied in a wizard)

- Save your changes!

Step 3: Get started with the global function

1. Click GET STARTED to open the Global Function editor.

2. Build the set of advanced commands that make the global function.

The Global Function editor is significantly simpler than the regular Wizard editor. It doesn't contain the regular wizard editor features, such as Bubbles or Core actions. It contains only two steps - a starting and an ending one - and a list of Advanced Commands you can use.

3. Save.

4. Publish the global function by changing its status to Published.

   For the Global Function to be applicable and used in wizards, its status must be Published.

Adding the global function to wizards

1. Open/Edit your wizard in the Advanced Command view.

2. Drag the Global Function advanced command into the steps editor:

   

3. Select the relevant global function (you can also search for it):

   

The catalog presents only published global functions.

4. Once you select a global function, its variables are presented for your reference.

   Example:

   

You can highlight and copy the variables to your clipboard to use later in the wizard.

5. Instruct the wizard how to handle any errors encountered - if relevant (you can also leave it as is).

   Read more about error handling.

6. Optional: You can further customize the selected global function by adding to it more advanced commands. Any commands you drag into a global function in a wizard will be applicable only to this specific wizard.

   Added commands will appear in the white container (between Function start and Function end).

Example of a global function that is customized in a wizard

Lets take a look at the following global function. Its purpose is to make sure that the first letter in the first and last name is capitalized.

Now lets open the wizard where this global function is applied in. As you can see, there is an additional advanced command to backup the old full name in this specific wizard.

If you click Do it, the process will run. When it is done, you'll see the process Variable list (as set in the original global function) and the additional customized Set value command (that is added to this specific wizard):

So what happened here? An example of a possible scenario:

Making sure the first letter of the first and last name is capitalized is a task we want to have applied across different wizards / multiple times, for every excel file that contains full names. Therefore, we've created the whole repetitive process one time, as a global function. We started applying this global function in different wizards - whenever and wherever it is relevant. In one of the wizards, we decided that there is a need to backup the original names as well, as they were originally typed. Therefore, we added an additional relevant advanced command into the container of the global function