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
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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
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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 .
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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
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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
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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
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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