UiPath Studio has several panels to make it easier to access specific features. You can dock them, act as floating windows, or you can activate the Auto-hide option from the drop-down list.
Once the UiPath Studio has been installed successfully in your system, the UiPath icon will be visible on your system, by clicking on windows you can able to see UiPath in your windows list as shown below.
Once you click on the UiPath studio icon, the Uipath window will appear.
Once the UiPath Studio window has opened, it looks like below, which contains Certains menu bars on the left side, and the UiPath Studio contains three sections as Open, New Project, and New From Template.
The Open is used to open an existing project, and the New Project is used to create a workflow to automate your process. Once you click on the process, It will navigate you to the New Blank Process wizard.
Here you can give a name to your process, and the location is the place where you want to store your workflow or process, you can also add a description of your process in the description box and click on the create button.
Once you click on create, certain dependencies will be added to your workflow.
The Uipath studio has three tabs(May differ based on the version you are using), such as Home, Design, and Debug, you can expand or hide the sub-tabs of Design and Debug by clicking on the Ribbon(∧) symbol.
The UiPath Studio also contains Five panels, such as Project, Activities, Snippets, Properties, and Outline. These are the important panels of UiPath Studio, which can be used at the time of automation of your workflow.
At the bottom of the UiPath Studio, we have three panels, such as Output, Error List, and Breakpoints. Once you develop and execute the process, then you can able to see the output.
In the error list, you can see if there are any errors that occur in your workflow.
You can see the breakpoints which you have applied during the execution of the workflow in the breakpoint panel.
The Design ribbon tab contains the following wizards as shown below
The new dropdown menu is used to create Either New Sequence, New Flowchart, State Machine, or to create a Global Handler, which is an exception handler. By clicking on each one, you can able to create a respective workflow.
The Save button is used to save your workflow. It has two options whether you can save each workflow individually or you can save all at once.
The Save as Template is used to create a template based on the current project definition. Once you click on Save as Template, it will navigate you to the create template wizard, and there you can enter the Name of the template and description, and once you click on the create button, the new template will be created.
The debug button is used to run and debug the existing process or workflow.
The cut, copy and paste button will be disabled, once you create any sequence, flow chart, state machine or Global Handler then the cut, copy and paste button will be enabled. By using these buttons we can cut, copy and paste any flowcharts, sequence, state machine or Global Handler.
The manage packages button is used to install and updates the activity packages, manage dependency tools, and add custom activities if needed. Once you click on the Manage Packages button, it will navigate you to the Manage Packages wizard.
Manage Packages contain several options such as settings, Project Dependencies, All Packages, Local, Official, Go!, Nuteg.org.
Where the settings toolbar is used to add or remove the package source. We can also create user-defined package sources.
Project dependencies contain the activities. We can update or uninstall the activities here.
All Packages option contains the activities, including both local and official packages, which you can update or uninstall.
The Local option contains local software that is not from the UiPath Community, by clicking on the required package, you can install them.
The Official option contains the packages which are uploaded by UiPath Community. By clicking on the required packages, you can install it in your workflow or process.
There are Six types of records available in UiPath studios, such as Basic, Desktop, Web, Image, Native Citrix, and Computer Vision.
The screen scraping is used to extract the data from a specified UI element or document using Fulltext, Native, and OCR methods.
The following example demonstrates the screen scraping
Create a new sequence called Screen_Scraping_Example
Open any word document, I am using below word document for screen scraping
Go back to the UiPath Studio and select the screen scraping and then simultaneously select the word document screen for scraping.
Once you select the screen for scraping, A screen scraper wizard will occur on the window, which is having several options, where you can select the whole screen by clicking on UI Element or some part of the screen by clicking on Region.
In the screen scrapper wizard, I am selecting UI Element and then under Scraping Method, I am selecting OCR and then click on the Refresh button. After clicking on the refresh button the elements which are present in the screen will appear on the screen scraping wizard.
If you select the Full Text on the screen scraper wizard then it will select only text on the screen.
Once you click on the Finish button on the screen scrapping wizard, you can see sequence on the Uipath studio.
Next, add a Message box inside the Do Container of the sequence. Next click on the Get OCR Text and on the Property Pane select the Text under the Output and then copy the text inside the text box and paste it inside the message box.
Save and run the sequence. you will see the pop-up message box which contains the text scrapped from the word document as shown below.
The Data scraping is used to extract the structured data from the web or any application and saved to a database, spreadsheet, or CSV file.
User events execute the activity when certain user events are triggered and capture the user events like On Click element, On Keypress Element, On click Image, Monitor Mouse, Monitor Keyboard.
The UI Explorer is an advanced tool that enables you to create a custom selector for a specific UI element. UI explorer is available only if the UiPath.UIAutomation.Activities package is installed as a dependency to the project.
Whatever the variables we created at the time of process development will be removed by using remove unused variables button.
The Analyze file is used to validate the files whatever you have been created and designed to use a set of rules to check for various inconsistencies in the project.
The Export to Excel is used to export your workflow to the Excel.
The Publish is used to publish your workflow or process to the orchestrator or to the custom feed.
In the UiPath automation Debugging is the process of identifying and removing errors in the application. It is done to make sure the applications are error-free. Breakpoints are used to pause the project execution to check the state at a given point.
The Debug ribbon tool contains the following wizards
For a detailed explanation about the debugging process please refer to Debugging in UiPath Studio
The Project panel contains the process or workflow which we have created and it also contains the project dependencies and some of the default files. You can also create your own files here.
The Project panel has some options like Expand All, Collapse All, Refresh, Show all Files, File Explorer, and remove unused screenshots.
The Activity panel provides quick access to all the available activities that can be dragged to the current project. The activity panel has options like Expand all and Collapse All and View Option.
The Snippet panel is having some of the samples which UiPath directly has given while installing software.
The Designer panel is used to display your current automation project and enables you to make changes to it. The Designer panel also provides quick access to Variables, Arguments, and Imports
Once you click on the Home button on the ribbon, you will navigate to the home page. The Home page of the UiPath Studio is as shown below and you can see a Menu option like Open, Close, Start, Team, Tools, Settings and Help
The Team tab contains the options to integrate with GIT, TFS, and SVN
The Tools tab contains Apps, and UI Path Extensions, you can able to install the extensions like Chrome, Firefox, Edge, Java...etc. depending upon your project during the execution.
The Settings tab contains the different setting options related to your project and your process. The General settings contain the options to change Language, Theme, Telemetry and Reset Settings.
The Design setting contains the below options, which can be configured based on your parameters
The Location setting is used to set where exactly you have to store Project Path, Publish Library URL and Publish Process URL.
In the Manage Sources, you can create your own user-defined package souces and you can manage default Package Sources.
The License and profile are having two options, View or Edit License and View or Change Profile. In case of View or Edit License, you can change or update your license for your UiPath Products and services.
In the case of view or change profile, you can choose the profile between UiPath Studio or UiPath StudioX Preview.
The Help tab contains detailed information about the software and product documentation
If you want to do a specific kind of automation or programming, then you have to download or use those packages to do that automation, For example, if you want to do PDF related automation then you have to download the PDF related Packages from Manage packaging.
Go to UiPath Studio and click on Manage packages and select Official. Search for PDF packages from UIPath as shown below
Once you click on the package, the UiPath.PDF.Activities wizard will open there you can select the latest stable version of the required package and click on the Install button. After installing the package if any new versions are available then it will prompt for Update
Once the package installed successfully click on the Save button and then accept the license.
Now, the PDF package has successfully installed in your workflow, go to activities and search for PDF related activities, you will find all the PDF related activities downloaded as a part of this package.
To check whether it is newly updated or not, go to manage packages, you will find PDF package. Once you click on the PDF package, it will navigate to the UiPath.PDF.Activities wizard,