Basics of Automation in UiPath Studio

When it comes to automation, we have to know some minimal basics of automation, for example, if you have thousands of pdf and then you need to convert them to Excel. If all the pdf are in the same format, then it is easy to convert them to an excel.

If each pdf is in a different format, then it is challenging to do automation because most of the time, if the formats are different then the outcomes will be unpredictable. You have to understand what things can be automated and which things cannot be automated.

To understand the basics of automation, you have to analyze the process which you are going to automate, such as:

  • Gathering Requirements
  • Feasibility Study
  • Determining the Patterns
  • Design Document
  • Business Flow - Flow Chart
  • Implementation
  • Testing
  • Deployment
Sequence:

The Step by step execution of your automation workflow is called a sequence. The sequence will be found inside the activities pane. A Sequence can be dragged and dropped inside the designer pane.

We can create sequences inside another sequence, and you can add any activity inside the sequence, and also you can copy and paste the activity anywhere inside the sequence.
sequence-inside-another-sequence-rpa-uipath

If you do not want any activity inside the sequence, you can delete it by right-clicking on the activity
delete-activity-inside-the-sequence-rpa-uipath

Variables:

Variable may be defined as the symbolic name associated with a value that may change. The UiPath studio contains different types of variables and is used to store multiple types of data ranging from generic value, text, number, data table, time & date.

In the UiPath Studio, the Variable panel is used to create variables and enables us to make changes to them.

These four fields are present in the variable pane such as Name, Variable Type, Scope, and Default.
variable-panel-rpa-uipath

  • Name : The name is the mandatory field, we must have to give a name to the variable, and if we don't assign any name to the variable then the UiPath studio will automatically assign the name to it.
  • Variable Type: The variable type is also a mandatory field, it enables us to select the type of the variable. We can choose the type of the variable among the options like String, Boolean, Int32, Object, Generic Value, Array of [T] and Browse of Types, system.Data.Datatable. The default type of variable is the Generic type.
  • Scope: This field shows in which area the variable is available and this field is also a mandatory field.
  • Default: This field is an optional field and shows the optional value of a variable. The default value of a variable type is int32 is 0.
Arguments :

As the name suggests, the argument panel is used to create arguments and enables us to make changes to them. The following screenshot gives an insight into the argument panel.
argumnets-pane-rpa-uipath1

In the above screenshot, you can notice that there are four fields namely Name, Direction, Argument Type and Default Value.

  • Name: It is a mandatory field. We must have to give a name to the argument. Suppose if you are not giving any name then UiPath studio will generate one automatically.
  • Direction : It is also a mandatory field which enables us to select a direction for our argument. We can choose from the following directions:
  • In: The In direction means that the argument can only be used within the given workflow.
  • Out: The Out direction means that the argument can be used to pass data outside the given workflow.
  • In/Out: The In/Out direction means that the argument can be used within and outside the given workflow.
  • Argument Type : It is also a mandatory field which enables us to choose the type of argument. We can choose among the options Boolean, Int32, String, Object, Generic Value, Array of [T] and Browse of Types. If you do not choose any type, then UiPath studio will consider it as a string.
  • Default : It is an optional field that shows the default value of an argument.

RPA UiPath Studio User Interface

Flowcharts in UiPath Studio

Flowcharts can be used in a variety of settings, from large jobs to small projects that you can reuse in other projects. Flow chart starts with a start button and then we can add N number of activities organized accordingly.

The most important aspect of flowcharts is that, unlike sequences, they present multiple branching logical operators, that enable you to create complex business processes.

The flowchart can connect activities in multiple ways. Flowcharts come with the Auto Arrange option in the context menu. The flowchart is more readable and it is the better way to do things.

Let us create a Flowchart, go to a new option in the ribbon and select the Flowchart.
creating-flowchart-rpa-uipath

Enter the name to flowchart and click on the Create button
flowchart-example-rpa-uipath

Example.1 :

The following example demonstrates to check whether the given number id even or odd.

Create a flowchart and then add the input dialog activity into it and then drag a line from start to the input dialog box, which means that the first activity will start from the strat is input dialog.
flowchart-input-dialog-rpa-uipath

Enter the Title and Label text inside the input dialog box as shown below
add-title-and-label-into-input-dialog-rpa-uipath1

In the input dialog, the user inputs should be stored in a variable. As soon as you click on the input dialog box, in the property pane, you can see the properties, press Ctrl+k in front of the result in the output section and create a variable called the number.
creating-variable-rpa-uipath

Now click on the variable pane you can see that the variable has been created and then set the variable type to Int32.

set-variable-type-to-int32-rpa-uipath1

Next, add the flow decision activity inside the sequence, which helps us to take create a branch based on the True or False conditions. Click on the flow decision box and write the condition of your program.

To add the condition, as soon as you click on the flow decision box the property pane wizard will appear on the left corner of the UiPath Studio. If you feel like the condition window is small, just click on the three dots and write the condition of your program.
add-condition-into-flow-decision-rpa-uipath

The condition to check the given number is even or odd and click on Ok button
add-condition-into-rpa-uipath

Next, add the message box saying Even or Odd on either side as sown below
message-box-even-rpa-uipath
adding-odd-messagge-boc-rpa-uipath

Now drag a line on each side and connect the even and odd message box to flow decision. The complete flowchart will look as shown below.
complte-flowchart-rpa-uipath

Now save the flowchart and run, the input pop box will appear, enter any number and click on Ok.
input-pop-up-box-rpa-uipath

Once you click on ok, the output will be displayed as shown below.
output-message-rpa-uipath

You can create a loop so that whenever the output is odd it automatically ask again to enter the input until you get even as output. For this to happen you need not to write any while or do-while loop, all you just need to connect False message box to input dialog box as shown below.
writing-loop-rpa-uipath

Now save and run the flowchart and enter the number until you get even as output.

Example.2 :

The following example demonstrates grade example by using a flowchart

Create a new flowchart by the name Flowchart example 2
flowchart-example2-rpa-uipath1

Next, add the Input dialog activity and enter the title and the label as shown below and then connect the start and input dialog box.
add-title-and-label-rpa-uipath

Click on the input dialog and in the property pane, click Ctrl+k in front of the result to create a variable called grade, once it is done, just click on the input dialog box again and click on variable you can see that the variable has been created by the name called grade and of a generic type.
create-generic-varaible-rpa-uipath

Add the Flow Switch and connect input dialog and flow switch, Click on the flow switch and add the Type argument as String and expression as Grade in the property pane as shown below.
add-grade-and-expression-rpa-uipath

Add four message boxes, each one should contain a message as "Excellent", "Good", "Improve", "Failed" as shown below.
message-box-with-excellent-message-rpa-uipath
message-box-with-good-rpa-uipath
message-box-with-improve-rpa-uipath

message-box-with-failed-msg-rpa-uipath

Change the display name of each message box so that it will be easy for us to identify the message box according to there grades. Click on each message box, in the property pane you can edit the name of the message box as A, B, C, and Default.
change-display-name-rpa-uipath

message-boxes-with-thre-grade-as-a-nmae-rpa-uipath

Now, connect the flow switch to each message box as shown below.
complete-connection-between-flow-switch-and-cases-rpa-uipath

We are taking a grade from the input user

  • If the input is A then it will print as Excellent
  • If the input is B then it will print as Good
  • If the input is C then it will print as Improve and
  • If the input is another than A, B, C then it will print as Failed.

Instead of Case1 and case2, you can also change the there name to A, B, C by clicking on Case boxes and edit the name in the property pane. Now save the flowchart and run. Once the flow chart starts to execute, the input pop-up box will appear, enter the grade and click on Ok.
input-pop-up-message-box-rpa-uipath

The out is as shown below
output-of-flowchart-rpa-uipath

When I run the flow chart I was encountered with an error, the reason is that I forgot to create a variable in the input dialog activity, so whenever I run the flowchart I am getting an input pop-up wizard but if I enter A, B, C for all these inputs I was getting Default message that is nothing but Failed. So please be careful while adding activity and follow the above steps properly
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