Programming in UI Path Automation Lab

1.Robotic Process Automation – Introduction, Working

2. UiPath – Basics, Installation and Understanding User Interface Components
3. Keyboard Shortcuts & Customization.
4. Visual workflow automation straightforward and intuitive
5. UiPath is providing automated workflow design, Which can be used without
programming knowledge
6. Recording are important functionality of UiPath studio, enables us to capture user’s
action on the screen and translate them into sequences.
7. Excel Automation
8. Email Automation
1.Robotic Process Automation – Introduction, Working

Introduction

 RPA stands for Robotic Process Automation.

 Robotic process automation (RPA) is a software technology that makes it easy to
build, deploy, and manage software robots that emulate humans actions interacting
with digital systems and software.
 RPA is based on Machine Learning and Artificial Intelligence (AI) which uses various
software robots to perform business-oriented tasks.
 Typically, it is like a bot that performs such tasks at a much higher rate than a human
alone.
 These RPA software bots never sleep and make zero mistakes, and can interact with
in-house applications, websites, user portals, etc.
 They can log into applications, enter data, open emails and attachments, calculate
and complete tasks, and then log out
 The word 'Robot' in 'RPA' is not a physical robot but a virtual system that helps in
automating the repetitive manual computing or business process tasks.

Key Characteristics of RPA

 Automation of Repetitive Tasks: RPA is designed to automate rule-based tasks

that don't require human judgment or decision-making. These can include data
entry, data extraction, form filling, report generation, etc.
 Non-intrusive: RPA tools are usually non-invasive, meaning they don't require
significant changes to existing systems or infrastructure. They can work across
multiple applications, often mimicking human actions like mouse clicks,
keyboard strokes, and screen scraping.
 Scalability: RPA can be scaled up or down depending on the needs of the
organization. It allows businesses to deploy bots in different departments or
processes without significant additional cost.
 Error Reduction: By automating routine tasks, RPA reduces the chances of
errors that occur due to manual input. Bots can execute tasks with high accuracy,
ensuring consistency in performance.
 Cost Savings: RPA can lead to significant cost savings by reducing the need for
human labor for repetitive tasks. Organizations can reallocate their workforce to
more strategic activities, improving overall productivity.
Robotic Process Automation - RPA (Evaluate and Estimate)

Many of us are aware RPA came in early 2000 as a growing technology. The
history of RPA says that it had three key predecessors which were Screen Scraping,
Workflow automation & management tools, and Artificial Intelligence.
Screen Scraping
Software A screen scraping software is meant to scan large sets of static
information or other visual representation of data to pull key terms, integers or
other important analytics. In the context of RPA, we can say that the same
functionality is used by RPA. Even RPA is integrating screen-scraping capabilities
into a larger suite of functions.
Workflow Automation and Management Tools
As the name suggests, such tools can help in order processing by capturing
customer contact information, invoice total as well as item ordered. They even
translate these details into our company database and notify the corresponding
employee too. Such tools eliminate manual data entry. In the context of RPA, we can
say that the same functionality is used by RPA. Even RPA is integrating its work
automation tool capabilities into a larger suite of functions.
Artificial Intelligence
As we know that AI is the capability of computer systems to perform tasks that
normally require human intervention and intelligence. AI machines can replace
tedious and manual labor that is time consuming.
In the context of RPA, we can say that the same functionality is used by RPA.
Even RPA is integrating AI capabilities into a larger suite of functions.
All of the above three advancements in automation were significant in one or
other sense but what makes RPA an impactful technology is its ability to combine,
refine certain aspects of each of these technologies
Why RPA
RPA can be used to fill the gap between systems and process. A typical enterprise is
having the following scenario:

 Improve speed, quality and productivity– RPA bots can be trained to

undertake un-intelligent and repetitive tasks faster and more accurately than
humans ever could.

 Get more value from big data– Many organizations are generating so much data
that they can’t process all of it. There are many opportunities to gain insights
from this data and drive greater efficiencies. RPA is ideally suited to help parse
through large datasets, both structured and unstructured, helping organizations
make sense of the data they are collecting.

 Free up employees for more valuable tasks– RPA offers the opportunity to
leave tedious and repetitive work behind. Employees can take up the jobs of the
future, perhaps upskilling to implement automation and AI to achieve greater
outcomes.

 Become more adaptable to change– Recovering from the disruption of the last
few years involves organizations becoming more agile and nimble in dealing
with change. Resilience and adaptability are central to overcoming current and
 future challenges. RPA helps organizations speed up processes while reducing
costs, ensuring organizations are ready to deal with disruption and change.

 Accelerate training and customer assistance– Guided or attended RPA can

help contact canters get trained on systems quickly. In addition, call center
agents can assist customers faster with an RPA bot on their desktop guiding
them on what to do or say next.

Pros & Cons of RPA

Pros Some advantages of using RPA are as follows:

 Reduces human efforts and thus the related human errors too.
 Improves productivity by saving cost and time.
 Offers real time visibility into bug discovery.
 Suitable for the usage by non-technical persons too, as no programming skills are
required to use it.
 Easy to automate large number of processes.
 Feature of tracking the defects for each test cases.
 Needs less training to master RPA tool.

Cons Some disadvantages of using RPA are as shown:

 Need to reconfigure the robots for small changes in application.

 Dependency of bots on the speed of application.

Examples of RPA in Action

1. Invoice Processing: Bots can extract invoice data, compare it with purchase
orders, validate against payment terms, and initiate payments or trigger alerts if
discrepancies arise.
2. Customer Service: RPA can automate routine customer service tasks like
responding to simple queries, processing service requests, or updating customer
records in CRM systems.
3. Data Entry and Migration: RPA can be used to automate the movement of data
between systems, such as transferring data from an Excel sheet into an
enterprise system or updating records in a database.
 4. Payroll Processing: RPA can calculate employee pay, apply tax deductions, and
generate payslips by interacting with payroll systems and databases, eliminating
the need for manual data entry.
5. IT Management: RPA can handle common IT tasks like system monitoring,
patching software, and managing backup systems, reducing the workload of IT
staff.

How does RPA work

RPA tools work by mimicking the actions of humans interacting with digital systems
and applications. The steps involved in the functioning of an RPA system are:

1. Identify processes: A business identifies tasks or processes that are repetitive,

rule-based and time-consuming. These are prime candidates for automation
because they’re quick and easy to train the bots on. The business can use
technology such as process discovery tools to find automation candidates
without all the manual work.

2. Select RPA tools: RPA tools need to fit the business’s needs. Once the prime
processes are identified, the business should find RPA tools based on factors like
compatibility with existing systems, ease of use, scalability and cost-
effectiveness. Basically, it’s the business of interviewing potential RPA bot
candidates and finding which one’s skills best fit the job.

3. Develop the bots: Here’s the stage where the business builds and trains the bots.
This involves defining the sequence of steps required to complete a task,
including logging into applications, navigating screens, inputting data,
performing calculations and making decisions based on predefined rules. It’s like
an instruction manual for the RPA bots.

4. Integrate with systems: RPA bots need to interact with various systems and
applications to complete their assigned tasks. This might involve using
application programming interfaces (APIs), screen scraping, etc. It’s like giving
the RPA bot a key to every door they need access to.

5. Testing: Before deploying RPA, a business should conduct thorough testing to

ensure the bots perform as expected. Tests involve running the bots through
 various scenarios to resolve any issues or bugs. A business wouldn’t throw a new
hire onto the floor without any training or backup – and they wouldn’t do that
for an RPA bot either.

6. Deployment: Now the bot is ready to work! The business can deploy the bots
into the production environment and schedule them to run at specific times or
have them trigger based on events, such as the arrival of new data.

7. Monitoring and maintenance: This is an RPA bot’s performance review. While

the automation runs, ongoing monitoring is key to ensuring the bots stick to the
business plan and everything functions as it should. Maintenance could involve
updating bots to accommodate changes in systems or processes, optimizing
performance or troubleshooting issues.

Tools for RPA

There are various tools available for RPA; however, following are some
most popular robotic process automation tools:
Blue Prism A RPA software provides an agile digital workforce to the
organizations. It can be downloaded from https://www.blueprism.com/.
Automation Anywhere Another important tool for RPA is Automation
Anywhere which can be downloaded from
https://www.automationanywhere.com/
UiPath It is a RPA software. It helps organizations to automate processes
efficiently. It can be downloaded from https://www.uipath.com/
Open Span It is a robotic process automation tool based on .net
framework. It helps to integrate desktop applications. After acquired by PEGA it
is now known as Pega OpenSpan.
Work Fusion It is another robotic process automation tool, which
provides AI-powered platform to automate operations. It can be downloaded
from https://www.workfusion.com
Which Tool to Choose?
As we have seen there are lots of tools for RPA but the big question is that
which tool to choose. Followings are some parameters, which must be
considered before selecting RPA tool:
 Technology The most important parameter to check is the technology
say Microsoft .NET, IBM Mainframe, Java etc., in which the tool is built. The tool
has to be platform independent so that the automation solutions support any
application.
Data Data is another important parameter. We must choose the tool that
makes easy to read and write business data into multiple systems.
Interface RPA’s user interface must be user friendly because a complex
user interface will delay the process of implementation.
Interoperability As discussed, toll must be platform independent and
work across multiple applications.
Ease of management Another important parameter is how easily and
effectively robots can be managed. The tool must have high level of control and
visibility.
Type of tasks The type of tasks, whether rule-based or knowledge-based,
that can be configured by RPA tool is another important parameter to be taken
care while selecting the tool.
Security Security is one more important parameter to consider. As we
know that RPA is a piece of software, how much security controls can be
implemented is a factor to be considered
2. UiPath – Basics, Installation and Understanding User Interface Components

Introduction

Many enterprises are adopting digital methods for their operation because they
understood that future lies in routine operation being fully automated. Speed of
execution and accuracy are the two biggest advantages of digitization. On the other side,
right tool and skilled work force are the two biggest challenges of digitization. That is
why industry was looking for a fast and reliable solution, which they got in the form of
RPA tool named UiPath.UiPath is a leading Robotic Process Automation (RPA)
platform designed to help organizations automate repetitive tasks and workflows,
enhancing productivity and efficiency.

What is UiPath?

UiPath is a software platform that allows users to automate business processes

by creating software robots or "bots." These bots mimic human interactions with
digital systems to perform tasks faster, more accurately, and without fatigue.

Core Components of UiPath

UiPath platform is available with following three product suites

1. UiPath Studio

 The design tool where users create automation workflows using a drag-
and-drop interface.
 Supports flowcharts, sequences, and state machines for automation.

2. UiPath Robots
 Bots that execute the workflows built in UiPath Studio.
 Attended Robots: Work alongside humans, triggered as needed.
 Unattended Robots: Operate independently without human
intervention.

3. UiPath Orchestrator
 A web-based platform used to manage, monitor, and schedule bots.
  Ensures scalability, security, and control of automated workflows.

Why UiPath?

There are lots of tools for robotic process automation, however UiPath is the
most popular among them. Following are some of the features of UiPath that makes it
attractive for RPA −

Complete Solution

UiPath offers a complete solution with the help of three components namely UiPath
Studio, UiPath Orchestrator and UiPath Robots.

Intuitive

Working with UiPath and creating robots is very instinctive because it uses drag and
drop and flowchart activities. It is very easy to learn too.

Extensive Activity Library

UiPath is having an extensive activity library consisting of hundreds of pre-built, drag

& drop actions.

Security

UiPath also offers high level security because we can store and encrypt the credentials
on the centralized server.

Recording

UiPath provides the facility of recording as well. It has special recorders for desktop
apps, Citrix environment and terminal emulators which makes creating automation
much faster and precise.

Universal Search

It is having universal search feature which allows us to perform single search for all
automation resources like libraries, activities, projects and workflows.

Powerful Debugging

UiPath offers its user a very powerful debugging which is very intuitive and flexible.
Collaboration

UiPath promotes collaboration too, as we can store, protect and share scripts in MS
Team Foundation and SVN. We can also re-use the workflow.

Third-party Integration

UiPath also provide third party integration facility. We can plug in various cognitive
and OCR technologies from ABBYY, IBM Watson, Google, Microsoft text analysis at the
API level.

Server-Based Licensing

Uipath allows server-based licensing which makes licensing process centralized and
easy to use.

UiPath – Installation

https://www.uipath.com/

Tryuipath free
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Understanding User Interface Components
 4. Keyboard Shortcuts & Customization.
UiPath studio has keyboard shortcuts for various activities to save a user's time.
File Management

 Ctrl+Shift+N − This keyboard shortcut will create a new blank process.

 Ctrl+O − If you want to open a workflow, either .xaml or project.json, that is
created previously, use Ctrl+O keyboard shortcut.
 Ctrl+L − With the help of this keyboard shortcut, we can open the folder where
the Log files are stored.
 Ctrl+S − It is a very familiar keyboard shortcut. It will save the currently open
workflow.
 Ctrl+Shift+S − Saves all the workflows that are currently open.

Comments

 Ctrl+D − With the help of this keyboard shortcut ,you can ignore the activity that
you recently selected by pacing it into a Comment Out container.
 Ctrl + E − It will remove the activity that was placed in comment out container.

Debugging

 F7 − This function key runs the currently open workflow in debug mode.
 F8 − This function key checks the currently open workflow for validation errors.
 F9 − With the help of this function key, we can mark the selected activity or task
with a breakpoint.
 Shift + F9 − Opposite to F9, it removes all the breakpoints in the currently open
workflow.
 F11 − At the time of debugging, this function key enables us to step into a block
of activities. Additionally, it will execute the first activity also.
 Shift + F11 − At the time of debugging, this shortcut enables us to step over the
execution of a block of activities in the currently selected workflow.

Recording

 Alt+Ctrl+W − This shortcut key opens the Web recording toolbar ('W' in this
shortcut key stands for Web).
 Alt+Ctrl+B − This shortcut key opens the Basic recording toolbar ('B' in this
shortcut key stands for Basic).
  Alt+Ctrl+C − This shortcut key opens the Citrix recording toolbar ('C' in this
shortcut key stands for Citrix).
 Alt+Ctrl+D − This shortcut key opens the Desktop recording toolbar ('D' in this
shortcut key stands for Desktop).
 F2 − This function key is used to add delay while recording.
 F3 − This function key is used to specify a custom recording region.
 F4 − With the help of this function key we can choose the UI framework, can
be Default, AA and UIA, to record.

Workflow Execution

 F5 − This function key runs the workflow that is currently open.

 F12 − This function key stops the execution of the current workflow. The
workflow can be in normal or debug mode.

Selected Activity

 Ctrl + T − This shortcut key places the activity or task inside the TRY section of
TRY-CATCH activity (Here 'T' stands for Try).
 Ctrl + T − This shortcut key places the activity or task inside the section of TRY-
CATCH activity (Here 'T' stands for Try).
 Ctrl + N − With the help of this shortcut key, we can create a new sequence
diagram in the current project.
 Ctrl + C − It is a very familiar keyboard shortcut. It will copy the selected activity
or task (one or many) to the clipboard.
 Ctrl + V − It is another very familiar keyboard shortcut. It will paste the copied
activity or task (one or many) inside the selected item.

Customization of Keyboard Shortcuts

The keyboard shortcuts, discussed above, are by default shortcuts keys of UiPath
studio. It is quite an amazing feature of UiPath studio that we can customize these
shortcut keys or we can create our own keyboard shortcuts.

Important points to remember for keyboard shortcuts customization

It is very easy to customize keyboard shortcut keys. However, we must consider the
following points −
 Location of supported keyboard shortcuts − First of all, we must have to
know the location of all supported keyboard shortcuts. UiPath studio stores all
of them in an .xml file. You can find that file at the location C:\users\
username\AppData\UiPath\Uipath\keyboardmappings.xml. You can edit
this file in Notepad.
 What to edit − There are two important things to edit for customizing keyboard
shortcuts −
o The values between <Key> </Key> represents the main keyboard
buttons to press and hence it must be changed as per your customization
needs.
o The values between <Modifiers> </Modifiers> represent the modifiers
(Control, Alt, Windows) which can be changed as per your customization
needs.
 5. Visual workflow automation straightforward and intuitive
It is essential for Robotic process automation (RPA) products to give their users
an amazing experience. One way to do this is to make visual workflow automation
straightforward and intuitive. UiPath is providing automated workflow design which
can be used without programming knowledge.

UiPath Studio is designed to make workflow automation straightforward and intuitive,

especially for users with minimal coding knowledge. Its drag-and-drop interface and visual
representation of workflows make automation accessible and efficient. Here's how UiPath
Studio supports visual workflow automation:

Key Features of Visual Workflow Automation in UiPath Studio

1. Drag-and-Drop Interface

 Activities are represented as visual blocks that can be dragged and dropped into the
workflow designer.
 No need for complex programming—just configure properties for each activity.

2. Workflow Types

 Sequences: Linear workflows for simple, step-by-step automation.

 Flowcharts: Allow decision-making and parallel execution paths.
 State Machines: Handle complex workflows with multiple states and transitions.
 Global Exception Handler: Manage errors visually across the entire project.

3. Pre-Built Activities

 UiPath Studio offers hundreds of pre-built activities, categorized into areas like:
o User Interface Automation (clicks, typing, etc.)
o Data Processing (Excel, PDF, databases).
o System Integration (email, file management, APIs).

4. Recorder

 Automatically generates workflows by recording user actions on-screen:

o Basic Recorder for simple tasks.
o Desktop/Web Recorder for app or web-specific workflows.

5. Intuitive Debugging Tools

 Visualize workflow execution step-by-step.

 Breakpoints, watch variables, and activity highlighting help troubleshoot visually.
6. Reusable Components

 Create reusable workflows or invoke them as libraries to modularize automation.

 Promotes efficiency and consistency.

7. Annotations and Comments

 Add descriptive comments to each activity for better understanding.

 Annotate workflows visually to communicate logic clearly.

Why UiPath Studio is Intuitive for Beginners

 Low-Code Environment: Eliminates the need for advanced programming skills.

 Contextual Suggestions: UiPath provides intelligent recommendations while designing
workflows.
 Live Preview: Visualize how your automation will execute in real-time.

Example: Automating a Simple Task

Goal: Automate the process of logging into a website and downloading a report.

1. Open UiPath Studio and create a new project.

2. Use a Sequence for step-by-step automation:
o Drag a ‘Open Browser’ activity and input the URL.
o Use ‘Type Into’ and ‘Click’ activities to log in.
o Add a ‘Click’ activity to download the report.
3. Debug and run the workflow to ensure it performs as intended.

Would you like a step-by-step guide for creating a specific automation workflow? Or help
with advanced customization?

4o
1.Robotic Process Automation – Introduction, Working
2. UiPath – Basics, Installation and Understanding User Interface Components
3. Keyboard Shortcuts & Customization.
4. Visual workflow automation straightforward and intuitive
5. UiPath is providing automated workflow design, Which can be used without
programming knowledge
6. Recording are important functionality of UiPath studio, enables us to capture user’s
action on the screen and translate them into sequences.
7. Excel Automation
8. Email Automation