It is now time to test the User Administration - Add new user automation. Before we run the automation, let's ensure the following:
- You have a PDF file with the user request information, as we saw in the Project groundwork section.
- The email address was never added to Freshsales before. (Please refer to the following info box for more on this.)
- In the Freshsales browser window, ensure that you are on the Users: Admin Settings window.
Note that you have to change the email ID every time you run the test. Freshsales remembers all the emails added. If it sees an email that was already assigned to a user even if the record was deleted.
Once you have got all this right, run the Parent bot using the Run with triggers option and specify the input file as UserRequest.pdf. Once the file is created, the bot will process the request, add a new user, and place the request PDF in the Processed folder.
You can also run for exception...