1. Use Desktops/Laptops/Virtual Machines (VMs) with the below minimal configuration for better experience with Supervity.
OS: Windows 10 or 11, Windows Server Machine 2016 or above
RAM: 8 GB or above
Disk: 100 GB or above
Browser: Google Chrome or Microsoft Edge
2. Wait till the webpage loads fully before capturing the steps (web clicks, data entry into input boxes, value selection from dropdown boxes etc) during âshow process/recording processâ. This will ensure smooth recording.
3. Always capture steps on web applications as if you are navigating the application first time. In other words, do not capture steps from the 'Recently visited' or 'Customized view' screens during skill creation.
4. Do not capture steps which include login credentials while creating âIn-App Walkthroughâ skills to ensure security and privacy.
5. While creating âIn-App Walkthroughâ skills, for all clicks on 'Data typing into input box', 'Value selection from drop down box', âselecting a checkbox or a radio buttonâ, âselecting a date from a calendarâ steps, select 'Yes' for 'Display Next Button?' option.
6. Remove all the data submission steps such as 'Data typing into input box', 'Value selection from drop down box', âselecting a checkbox or a radio buttonâ, âselecting a date from a calendarâ steps while creating âIn-App Walkthroughâ skills as these steps holds the creatorâs data.
7. Modify/update default tooltip messages captured by Supervity for every step as required while creating âUser Documentation/In-App Walkthroughâ skills.
8. Adjust the position of instruction widget as required before publishing the âIn-App Walkthroughâ skills.
9. Mask/blur the sensitive information (if any) visible in the screenshot of each step by using the mask feature (Click Pencil symbol available at top right corner of every step).
10. Use 'Show' option under â+â menu to capture additional steps in between. Make sure to remove 'Open web page' step if you capture steps on web page using â+â menu to avoid repetition.
11. Select the right option for 'Prompt user for the application URL during skill onboarding?' while publishing In-App Walkthrough skills. If the application is a SaaS application and the base URL is common for all users, then select 'No'. Otherwise select 'Yes'.
12. Enter data into searchable dropdown boxes of web pages and select the required value from the search result by clicking on it or by hitting enter rather than directly clicking the required value from the dropdown while creating Automation skills. This approach helps to parameterize the data selection from drop down during automation.
13. Enter date in the required format into the date fields on web pages rather than selecting the date from the calendar. This approach helps to parameterize the date selection from drop down during automation.
14. In the current version, use browser extension in case of web-based âUser Documentation/In-App Walkthroughâ skills.
15. When creating 'Import data from spreadsheet to webapp' skill, make sure to have column headings as the first row in the spreadsheet that is being uploaded.
16. Ensure at least one row of data is present in the spreadsheet that is being uploaded to 'Import data from spreadsheet to webapp' skills.
17. Do not upload/provide password protected spreadsheets to Supervity while creating âImport data from spreadsheet to webapp/Automationâ skills.
18. As a security best practice, store all your passwords in secret vault while creating automation skills.