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Soft Expert Capture

The Soft Expert Capture node allows you to automate work in Soft Expert Capture, and integrate Soft Expert Capture with other applications. Robbot Automation has built-in support for a wide range of Soft Expert Capture credentials.

On this page, you'll find a list of operations the Soft Expert Capture node supports and links to more resources.

!!! note "Credentials" Refer to Soft Expert Capture credentials for guidance on setting up authentication.

!!! note "Examples and templates" For usage examples and templates to help you get started, take a look at Robbot Automation's Soft Expert Capture list.

Basic Operations​

  • New Batch
    • Capture Setting Id
    • Batch Id
    • Batch Name
  • New Batch File
    • Batch Id
    • File Name
    • File Content
  • Get Batches
    • Capture Setting Id
    • Batch Id
    • Batch Name
    • Batch Step
    • Begin Insert Date
    • End Insert Date
    • Creator User Id
  • Get Batch Data & Execute Batch & Delete Batch
    • Batch Id
  • Set Index Value
    • Batch Id
    • Document Code
    • Index Name
    • Index Value

Example Usage​

This workflow allows you to create a new task in Soft Expert Capture. You can also find the workflow on the website. This example usage workflow would use the following two nodes.

1. Start node​

The start node exists by default when you create a new workflow.

2. Soft Expert Capture node​

  1. First of all, you'll have to enter credentials for the Soft Expert Capture node. You can find out how to do that here.
  2. Select Your Operation From the Operation dropdown list.
  3. Enter the name of the task in the Name field.
  4. Click on Save to run the workflow.