So I’m trying to create my first Bot, and I’m posting this because if I got a bit confused then others will too. I’ve used Appsheet for the last 4 years or so.
I created an Event
I created a Bot that uses that Event
I created a Task to send an email
It fell apart a bit when I created a process. I create the process and click add a step. I’m confused as to why this is called a ‘step’ when the diagram says ‘Tasks’ are inside Processes. Then it gives me 3 suggestions, one of which is the name of one of the 3 tasks already there. But not the task I want. I’m confused why its not showing me all the 3 tasks that exist. I add the task I dont want and that pulls it in fine. I delete it. Then I spend 25mins or so trying to work out why its not listing the rest of the tasks. Eventually I realise it’s only asking for a name so I type a name. I expect to click save, but I only have “Create a custom step”. Why am I creating a step in processes, surely I do that in Tasks? So I press enter and then see I can now choose from all the tasks on the right. Awsome. I go back and check what “Create a custom step” does and realise its just the same as pressing enter.
From this I would like to make 2 suggestions:
1 = In Processes, remove the wording from “Add a step” and leave just the plus. When the options are really run a task, branch, wait or return values; “Add a step” seems a bit confiusing
2 = When I create an step inside a process, it should pop up straight away on the right so I can see that I have the option there to choose a task. Waiting until I enter a name makes no sense
Hope this helps