User Manuals

• Customer User Manual

  Table Of Contents Platform & Navigation Review Access workbooks by navigating to either a Workspace or a Module window as directed via the nine areas shown below. CodeBot Logo – Takes you Home.Popular

• Navigation Overview

  Table Of Contents Access workbooks by navigating to either a Workspace or a Module window as directed via the nine areas shown below. [](https://downloads.intercomcdn.com/i/o/597361Some readers

Platform Wide Features

• Monitor Actions in Codebot for SAP SuccessFactors

  This article will help you monitor actions in Codebot for SAP SuccessFactors. Monitor Execution Process Notice the status change to Processing. Click the “i” icon to track the progress of the execution. Refresh the logs to view the updated information in the tracking request ID logs. Once you have three successful lines in the detail logs, you have validated that the bot hasPopular

• Create a new iteration in Codebot for SAP SuccessFactors

  Log in to Codebot. On the dashboard select any module that you want to explore. Then, enter into your workspace. Or, if no workspace exists yet, create an iteration from here. Click on ‘Add New Iteration’ ![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e156340Some readers

• Cloning Workbook, making changes and moving to another instance.

  Workbooks can be cloned/copied with all the existing information and configuration in it and that’s really simple and time-saving. This article will help you in: Cloning the workbook. Moving cloned workbook from one instance to another instance. Making changes in a workbook. ​ The following are the steps: ​ Navigate to CodeBot for SAP SuccessFactors and enter your login details. [![](https://storage.crisp.chat/users/helpdesk/website/f5e8b2d035c6a000/c3ab9c4f-0227-4fSome readers

• Generating a Workbook in Codebot for SAP SuccessFactors

  This step-by-step guide will walk you through the process of generating a workbook in Codebot. Log in to Codebot. On the dashboard select any module that you want to explore. Then, enter into your workspace. Or, if no workspace exists yet, create an iteration from here. Click on ‘ASome readers

• Moving an Iteration to another Workspace

  CodeBot users can move an iteration to a different workspace to keep their workspaces organized. The main reasons to do this are because: The user is working on a specific project. So they have cloned the workbook, and plan to create a new workspace for that project. ​ The workbook is old/deprecated and the user wants to move the workbook to an archived workspace. To do this, simply click on the Edit Button (Far left on the actions menu, with the pencil). ​ ​ [![](https://storageSome readers

• Transporting Config Across Instances

  This article will help you in using transport module which helps you to transport your data in different instances. This example is specific to transporting RBP but the same steps can be followed for all workbooks/modules. Below are the steps. Click on the Transport module tile. Add a new iteration and fill out the form. ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/imageFew readers

• Comparing iterations in CodeBot for SAP SuccessFactors

  This article will help you compare iterations in Codebot for SAP SuccessFactors. To compare iterations, we will need two generated workbooks from different instances for any module that you want to explore. To generate the workbooks, refer to the following article: https://help.sfcodebot.com/en/article/generating-a-workbook-in-codebot-for-sap-successfactors-1u3r5w3/?bust=1755856097363 Once the workbooks are successfully generated. You can clone both the workbooks. Note: clonFew readers

• Migration/Transporting to Parallel Instances

  This guide will help you to extract configuration from one instance and then easily migrate it to multiple other instances easily. Ensure you are logged into CodeBot Navigate to the relevant Workspace Locate the correct Iteration of workbook (open and ensure the configuration changes are in place) ·         If they are not, please generate a new workbook iteration Once you have the correct workbook, select the hamburger icon and then selectFew readers

• Validation Functionality in CodeBot for SAP SuccessFactors

  The Validation feature in CodeBot helps ensure that the data in your workbook matches the data in the instance. It’s a quick and efficient way to verify that your workbook is up to date. Steps to Perform Validation: Open the Workbook Open a generated workbook for any required module (e.g., EC). Here, we will validate the MDF objects from the workbook to the instance. SetFew readers

• Scheduling Workbook Generation in Codebot

  Overview Codebot provides a Workbook Scheduling feature that allows users to automatically generate workbooks at predefined intervals. Using this feature, workbooks can be queued and generated weekly or monthly, reducing manual effort and ensuring timely workbook creation. This feature is only available for Company Admins. Use Case This feature is ideal for users who: Need recurring workbook generation Want to automate weekly or monthly workbook creation Prefer hands-off scFew readers