RPA UiPath Studio User Interface

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.
uipath-studio-in-windows

Once you click on the UiPath studio icon, the Uipath window will appear.
uipath-studio-window-starts-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-comple-uipath-studio-window-rpa

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.
creating-new-sample-rocess-rpa-uipath

Once you click on create, certain dependencies will be added to your workflow.
sample-process-rpa-uipath

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.
ribbon-tabs-rpa-uipath

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.
five-panels-in-rpa-uipath1

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.
output-panel-uipath-rpa

In the error list, you can see if there are any errors that occur in your workflow.
error-list-panel-rpa-uipath

You can see the breakpoints which you have applied during the execution of the workflow in the breakpoint panel.

error-list-panel-rpa-uipath1

Creating An Automation Process in UiPath

Design Ribbon Tab in UiPath Studio

The Design ribbon tab contains the following wizards as shown below
design-tab-uipath-rpa

New:

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.
new-drop-down-menu-rpa-uipath

Save:

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.
save-button-rpa-uipath

Save as Template :

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.
save-as-template-rpa-uipath

Debug:

The debug button is used to run and debug the existing process or workflow.
run-and-debug-rpa-uipath

Cut, Copy, Paste:

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.
cut-copy-paste-rpa-uipath

Manage Packages:

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.
setting-manage-packages-rpa-uipath

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.
project-dependency-rpa-uipath

All Packages option contains the activities, including both local and official packages, which you can update or uninstall.
all-packages-rpa-uipath

The Local option contains local software that is not from the UiPath Community, by clicking on the required package, you can install them.
local-packages-rpa-uipath

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.
official-packages-rpa-uipath

Recording:

There are Six types of records available in UiPath studios, such as Basic, Desktop, Web, Image, Native Citrix, and Computer Vision.

rcording-rpa-uipath

  • Basic: Generates a full selector for each activity and no container. The resulted automation is slower than one that uses boxes and is suitable for a single activity.
  • Desktop: It is suitable for all types of desktop apps and multiple actions. And faster than the Basic recorder, also generates a container in which activities are enclosed and partial selectors for each activity.
  • Web : Designed for recording in web apps and browsers, generates containers and uses the Simulate Type/Click input method by default.
  • Image: Used to record virtualized environments (such as VNC, virtual machines, Citrix, and more) or SAP. It permits only image, text and keyboard automation, and requires explicit positioning.
  • Native Citrix : It is equivalent to the Desktop recorder, but for Citrix environments. You can use this only in your Native Citrix automation projects.
  • Computer Vision: Computer Vision is a feature that allows for the real-time identification of each element in a virtual environment based on how it looks.

Screen Scraping

The screen scraping is used to extract the data from a specified UI element or document using Fulltext, Native, and OCR methods.
screen-scraping-rpa-uipath

Example.1:

The following example demonstrates the screen scraping

Create a new sequence called Screen_Scraping_Example

screen-scraping-example-rpa-uipath

Open any word document, I am using below word document for screen scraping
sample-word-doc-for-screen-scraping-rpa-uipath

Go back to the UiPath Studio and select the screen scraping and then simultaneously select the word document screen for scraping.
selected-screen-for-scraping-rpa-uipath

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.

screen-scraper-wizard-rpa-uipath

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.

sreen-scraping-with-ocr-rpa-uipath

If you select the Full Text on the screen scraper wizard then it will select only text on the screen.
select-only-text-rpa-uipath

Once you click on the Finish button on the screen scrapping wizard, you can see sequence on the Uipath studio.
clicking-on-finish-button-on-screen-scrapper-rpa-uipath
sequence-of-screen-scraping-rpa-uipath

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.
add-message-box-inside-do-container-rpa-uipath
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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.
pop-up-msg-box-rpa-uipath

Data Scraping:

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.
data-scraping-rpa-uipath

User Events:

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.
user-events-rpa-uipath

UI Explorer:

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.
ui-explorer-uipath-rpa

Remove unused variables:

Whatever the variables we created at the time of process development will be removed by using remove unused variables button.
remove-unused-variables-rpa-uipath

Analyze File:

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.
analyze-file-rpa-uipath

Export to Excel:

The Export to Excel is used to export your workflow to the Excel.
export-to-excel-rpa-uipath

Publish:

The Publish is used to publish your workflow or process to the orchestrator or to the custom feed.
publish-rpa-uipath

Introduction to UiPath

Debug Ribbon Tab in UiPath Studio

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
debug-ribbon-tab-rpa-uipath

  • Debug
  • Step Into
  • Step Over
  • Step Out
  • Retry
  • Ignore
  • Restart
  • Focus
  • Breakpoints
  • Slow Step
  • Highlight Elements
  • Log Activities
  • Open Logs

For a detailed explanation about the debugging process please refer to Debugging in UiPath Studio

Introduction and Installation of RPA UiPath

Project, Activity and Snippet and Designer Panel 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.
five-panels-in-rpa-uipath1

The Project panel has some options like Expand All, Collapse All, Refresh, Show all Files, File Explorer, and remove unused screenshots.

  • Expand All : is used to expand the details of the workflow or process.
  • Collapse All : is used to hide all the dependencies of the workflow.
  • Refresh : is used to refresh process dependencies.
  • Show All Files : is used to display all the files created during the process creation
  • File Explorer : is used to opening the file location in the windows
  • Remove Unused Screenshots : is used to remove unused screenshots

project-panel-rpa-uipath

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 Expand All is used to expand Favorite, Recent and Available folder
  • The Collapse All is used to hide the Favorite, Recent and Available folder
  • The View Option is used to display or hide the following options

view-option-rpa-uipath

The Snippet panel is having some of the samples which UiPath directly has given while installing software.
snippet-rpa-uipath

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
designer-panel-rpa-uipath

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
home-page-rpa-uipath1

The Team tab contains the options to integrate with GIT, TFS, and SVN
team-menu-option-rpa-uipath

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.
tools-menu-rpa-uipath

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.
general-setting-options-rpa-uipath

The Design setting contains the below options, which can be configured based on your parameters
design-parameters-rpa-uipath

The Location setting is used to set where exactly you have to store Project Path, Publish Library URL and Publish Process URL.
location-settings-rpa-uipath

In the Manage Sources, you can create your own user-defined package souces and you can manage default Package Sources.
manage-sources-rpa-uipath

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.
view-or-select-icense-options-rpa-uipath

In the case of view or change profile, you can choose the profile between UiPath Studio or UiPath StudioX Preview.
choose-profile-rpa-uipath1

The Help tab contains detailed information about the software and product documentation
help-tab-rpa-uipath

Keyboard Shortcuts in UiPath Studio

Installing/Managing Packages in UiPath Studio

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
pdf-packages-rpa-uipath

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
install-pdf-packages-rpa-uipath

Once the package installed successfully click on the Save button and then accept the license.
accept-license-rpa-uipath

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.
pdf-related-activities-rpa-uipath

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,

in UiPath
  • Automation Basics in UiPath
  • PDF Automation Using RPA UiPath
  • Introduction to Robotic Process Automation
  • UiPath Interview Questions & Answers
  • Cognizant UiPath Interview Questions
  • UiPath orchestrator Interview Questions