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RPA Training via UI path
Hariom Sharma
UiPath platform overview
As part of the UiPath platform we have 3 products:
1. UiPath studio
• Design your automation visually, without code
• Use recorded, drag & drop widgets
• With activities you can automate any application
• And templates to model your robotic process
2. UiPath orchestrator
• Control manager and monitor, to manage/control your entire robotic workforce.
• Browser-based server application –contains all the information of robots, logs
• Schedule your robots
3. UiPath robots
• Take over and execute all your processes automatically
UiPath Studio - Start
UiPath options on home page
Open
•open new projects
Close
Start
•Process- creates new process with blank new project – creates a new sequence
•Library- create reusable components , suppose, few steps can be used in other projects. Create library and distribute for reuse
•New templates , you can also create custom templates
Team
•GIT, SVN
Tools
•install extensions-for browsers, citrix, java
Settings
•manage Sources, you can install additional activites here like to work with PDF
Help
•community forum where you can post your queries, help center to create support ticket , RPA academy – courses present here etc
Studio- make your robots
Design tab
Activities
• Actions that you perform on
an application like click, type
in text box, select drop down ,
write, read, interact with
browsers , excels , pdf, word
etc
Work flow design panel
• Drop activities here and
design your workflow
• Properties of activities on
right
Project
• All you projects created will be presented here
• All the processes used will be shown under dependencies like excel,
Uiautomation etc
• Main.xaml file – file with extention .xaml file created for you project
Execute tab
• Debug your workflows
• Check logs –opens the folder where all logs are created
• Run/stop options
Control Diagrams
Flow charts
• Flow charts
• Used when you have more number of decisions
• Visual diagram and presentable layout
• You can have any number of sequences in a flow chart
Sequence
• Step by step- linear
• You can have any number of flow charts inside a sequence
• State machine
• Used for complex process and when a lot of decisions to be made
Control flow charts- common activities
Flowchart activities
• Flow decision : simple decision node to be used in a flowchart to branch the diagram based on a condition being
True or false
• Flow switch- matches the result of an expression with a set of maximum 12 cases ( use instead of taking
multiple if else if else)
Sequence Activities
• IF-does the same thing as flow decision , used in sequence
• Switch- matches the result of an expression with a set of cases
• Do while- executes action inside, then keeps going until the condition is met
• Parallel- executes each activity inside of it at once- multiple UI robot exe’s will be seen running parallelly. For
example if u have multiple pop-ups while running ur applications it can be handled with parallel.
(parallelSample.xaml)
• While- checks if the condition is met, if not, it will keep executing actions until the condition is met
• For each – Iterates over items in a list and performs an action on each one
• Break- put inside a for each activity to end it
Variable types
String – any text
Integer
Double-floating point number
Datetime- year month and day
Generic value- can hold a number ,string , date
Boolean
datatable
Programming example-1
Leap year
Activities used:
• Flow chart
• Message box
• Input dialog
• Decision-true/false condition
Backup Slides
Programming Example-2
Fake name generator -
Extract details from browser
and store in excel
Activities used:
• Build Data Table
• Open Browser
• Do While condition
• Assign Variable
• Get text
• Write in Excel
• Send Email
Thank you

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RPA training for Beginners using UiPath

  • 1. RPA Training via UI path Hariom Sharma
  • 2.
  • 3.
  • 4. UiPath platform overview As part of the UiPath platform we have 3 products: 1. UiPath studio • Design your automation visually, without code • Use recorded, drag & drop widgets • With activities you can automate any application • And templates to model your robotic process 2. UiPath orchestrator • Control manager and monitor, to manage/control your entire robotic workforce. • Browser-based server application –contains all the information of robots, logs • Schedule your robots 3. UiPath robots • Take over and execute all your processes automatically
  • 6. UiPath options on home page Open •open new projects Close Start •Process- creates new process with blank new project – creates a new sequence •Library- create reusable components , suppose, few steps can be used in other projects. Create library and distribute for reuse •New templates , you can also create custom templates Team •GIT, SVN Tools •install extensions-for browsers, citrix, java Settings •manage Sources, you can install additional activites here like to work with PDF Help •community forum where you can post your queries, help center to create support ticket , RPA academy – courses present here etc
  • 7. Studio- make your robots Design tab Activities • Actions that you perform on an application like click, type in text box, select drop down , write, read, interact with browsers , excels , pdf, word etc Work flow design panel • Drop activities here and design your workflow • Properties of activities on right
  • 8. Project • All you projects created will be presented here • All the processes used will be shown under dependencies like excel, Uiautomation etc • Main.xaml file – file with extention .xaml file created for you project Execute tab • Debug your workflows • Check logs –opens the folder where all logs are created • Run/stop options
  • 9.
  • 10. Control Diagrams Flow charts • Flow charts • Used when you have more number of decisions • Visual diagram and presentable layout • You can have any number of sequences in a flow chart Sequence • Step by step- linear • You can have any number of flow charts inside a sequence • State machine • Used for complex process and when a lot of decisions to be made
  • 11. Control flow charts- common activities Flowchart activities • Flow decision : simple decision node to be used in a flowchart to branch the diagram based on a condition being True or false • Flow switch- matches the result of an expression with a set of maximum 12 cases ( use instead of taking multiple if else if else) Sequence Activities • IF-does the same thing as flow decision , used in sequence • Switch- matches the result of an expression with a set of cases • Do while- executes action inside, then keeps going until the condition is met • Parallel- executes each activity inside of it at once- multiple UI robot exe’s will be seen running parallelly. For example if u have multiple pop-ups while running ur applications it can be handled with parallel. (parallelSample.xaml) • While- checks if the condition is met, if not, it will keep executing actions until the condition is met • For each – Iterates over items in a list and performs an action on each one • Break- put inside a for each activity to end it
  • 12. Variable types String – any text Integer Double-floating point number Datetime- year month and day Generic value- can hold a number ,string , date Boolean datatable
  • 13. Programming example-1 Leap year Activities used: • Flow chart • Message box • Input dialog • Decision-true/false condition
  • 15. Programming Example-2 Fake name generator - Extract details from browser and store in excel Activities used: • Build Data Table • Open Browser • Do While condition • Assign Variable • Get text • Write in Excel • Send Email