Uipath Studio

Email Automation: This video tutorial has been created to help you learn how to include email interactions in your automation process. Depending on the email provider used by your company and the steps you are looking to perform, certain activities are more suitable than others. From an RPA perspective, two situations for email interactions have been identified: Input of a Process Names and IDs coming in subject or body Input files coming as attachments (.xls, .pdf) Output of a Process Progress reports to managers Exception alerts The  UiPath.Mail.Activities  package includes all the activities related to e-mails. They enable you to send emails via the SMTP protocol, or read them via the POP3 one. The Internet Message Access Protocol (IMAP) can be used for receiving e-mails, marking them as read or moving them between folders. Microsoft’s enterprise email solution, Exchange, is fully integrated in Studio. Therefore, activities for sending, receiving, moving

PDF Data Extraction and Automation: Extracting Information and Text from PDF Documents First and foremost, make sure that the PDF activities pack is available in your Studio. (If not, download it from the  Manage Packages  window.) Special activities are created, so that you can deal with both large text and specific elements in PDF files.  For full documents (or specified pages from it), you can use the  Read PDF Text  activity and output it as a string. From there on, its up to you what you want to do with the extracted text.  For text images within .pdf files, a special activity,  Read PDF with OCR , is available. It outputs text as a string variable and enables you to use your preferred OCR engine (Abbyy, Microsoft or Google), by simply dropping it.  The screen scraping wizard also enables you to get text out of .pdf documents, but for more information, you should check the  Advanced UI Automation tutorial .  The  Get Text  activity enables you to extract text f

Excel and DataTables Automation: Workbooks are references to Excel files, regardless of the data, format and layout they contain.  Data tables are the simplest types of spreadsheet data with rows and columns, with or without headers.  Excel Application Scope  is a container that enables you to work with all the other Excel activities. This activity is where you specify the .xlsx file you want to work with. Additionally, you can work with this container even if you do not have MS Office Excel installed on the machine, if the  Visible property is cleared.  Besides this, this video helps you understand, through practical exercises, how to use the most popular Excel activities such as  Read Range ,  Write Range ,  Append Range ,  Sort Table ,  Read Cell  and  Write Cell , as well as DataTable activities such as  For Each Row ,  Output Data Table ,  Get Row Item ,  Add Data Row  and  Build Data Table .

Citrix Automation: What you’ll learn in this video: How to automate virtualized applications and how to manually add actions to the recorded workflow Using the OCR engine to scan the screen of the virtual machine for text. Most used activities: Click Image  - action you can use to click on mostly anything (as long as the image you choose is unique): buttons, menus, text, or even somewhere relative to such an element. Click Text  - it uses OCR to scan the screen of the virtual machine, enables you to extract a specified piece of text and clicks on it (or next to it, depending on your choice). Select & Copy  - is the easiest output method being used in Citrix automation, but works only for selectable text, like text boxes. Scrape Relative  - allows you to scrape just a portion of an image, relative to an anchor. Tip:  For faster automation in virtual machines (such as Citrix), you can avoid using mouse interactions, and replace them with keyboard actions such as

Selectors, UiExplorer: A selector is basically a plain text that is used to find a particular UI element among the running applications. It consists of an XML fragment specifying a few attributes of the UI element you are looking for and of some of its parents. UiExplorer is a tool for  inspecting applications' UI hierarchy, for obtaining or improving  selectors  that UiPath identifies  UiElements with. Most often, the selectors you are working with will have been composed automatically. Just as often, they should be sufficient for your needs, as is the case of applications with static user interface. However, some applications have changing layouts and attribute nodes with volatile values; such is the case of some web-apps, but not only – that make automatic generation of  reliable  selectors impossible — UiPath can't predict how an attribute's value will change along the runtime, or between runs of an app. Editing selectors in these cases can be bothersome

Advanced UI Automation: Input actions are the ones where you or the robot take some direct actions on the application or web page you’re automating: clicking, typing, keyboard shortcuts, and so on. Output actions are those that help you extract information out of an app, and into Studio for further processing.  Input methods: Default  - it uses the mouse and keyboard drivers to simulate a human operating them. It works every time, but with a few downsides, like speed and the requirement to have the application active. So it’s a good idea to start with this method to make sure everything works, and then change it to one of the other 2 methods. S imulate Type/Click  - it is the fastest and works in the background, but it does not support keyboard shortcuts. Uses the technology of the target app to simulate the type or click.  Window Messages  - converts all text to lowercase, it cannot empty a field before writing to it and it is not particularly fast. It sends a specific

UiPath's Recorder: UiPath’s Recorder allows users to record UI mouse movements and keyboard activities to generate automation scripts. The recorded activities are generated as a sequence and can be used to playback the recorded actions. Although you can add these activities manually, UiPath's Recorder is a faster way to get started or create a skeleton for UI automation.                                      Using the Automatic Recorder After clicking the  Record  button the Recording Wizard will give you 3 options. Select one of these 3 options depending on what you want to record on your screen and get started.   1. Using the Record Existing option Use this option if the application you are trying to record is already opened. Click the  Record Existing  button. Once the cursor turns blue, you can start recording on the opened application. 2. Using the Record Web option This allows you to record actions performed on a web browser. For exampl

Data Manipulation Data of all kinds can be stored in variables, and there are several variable types you can work with in Studio. They can be classified into 3 types: Scalar  - Characters, Booleans or Numbers Collections  - Arrays, Lists, Strings - are a collection of characters, and Dictionaries, which are used when extracting data from Orchestrator queues. Tables  - are two dimensional structures that hold data indexed by rows and columns. UiPath Studio also features a unique kind of variable, the GenericValue  variable, which is designed to make using basic activities easier. This variable type can represent basic types of data, including text, numbers and date/times. This video showcases using each of these variable types, highlighting the pros and cons of using them in different situations. Visual Basic methods for  String  and  DataTable  manipulation are also covered in this video, as they are essential in developing a solid automation, but many others are ava

Control Flow: Control flow is a concept that refers to the order in which particular actions are taken. In UiPath, you can do this through the activities you drop to your workflow, If...Else or For Each statements and carefully-placed loops. In this video, the use of  If Else  decision, in both the flowchart and sequence modes, is presented through a workflow example that verifies if a given year is a leap year or not.  Using Loops Loops are structures used to automate repetitive tasks. In flowcharts, the simplest types of loops can be created by connecting a certain point in our workflow to an eariler execution one.  In sequences, there are special activities (or containers) that repeat the action that is inside the body section.  The  While  and  Do While  loops work by repeating the a given set of actions from the body while the specified condition is true. The only difference between the two is the order in which the 2 elements are executed: While  - if the co

Basic Concepts. Intro to UI Automation What is UiPath Studio? UiPath Studio is a complete software solution that enables you to automate your back office repetitive tasks. It converts tedious tasks into complete UI automation, thus, making your work easier and faster. Workflow Designer UiPath Workflow Designer comes with a visual way of setting up automation using flowcharts and diagrams. It allows you to create a Workflow that will help you model processes of your business operations. They are a great way to setup automation with little or no knowledge about programming. The boxes and shapes represent each activity process. The arrow indicates the order of the execution and the orange triangle lets you branch the workflow depending on different inputs. Activities An Activity is a piece of action you can add in your workflow - like clicking the OK button or typing a text in an input box. Activity box is found on the left panel. An activity is added into the workflow

Activities, Variables and Data Types This is the UiPath introductory training. In this tutorial you will get to know the basics of automation and working with UiPath Studio – your number one tool in automating business processes. Having some elementary knowledge of programming concepts like variables, if/else decisions, and loops would be helpful. However,  you should also be fine if this is your first time hearing about these notions, as we explain everything as we go in this video. What you'll learn about: The UiPath Studio interface Activities  panel - contains all the actions we need to automate different applications - like clicking and typing - and other data-processing actions Workflow Designer - this is where you build your automation project Properties  panel - where you can change different parameters and settings of the selected activity Differences between Flowcharts and Sequences Types of variables, their scope and how they are used in a workf