| Exercise Hints

Generate
Yearly Report

Generate Yearly Report – Exercise Hints 1

Contents
1. Overview 3
2. The Dispatcher process 3
2.1. Prerequisites 3
2.2. Configuration in UiPath Studio 3
2.2.1. Create a new project 3
2.2.2. Whiteboard your workflows 3
2.2.3. Develop your workflows 4
2.2.4. Edit the Configuration file 4
2.3. Applications Used: open/close/kill 4
2.3.1. Edit the InitiAllApplications.xaml workflow 4
2.3.2. Edit the Framework/CloseAllApplication.xaml workflow 4
2.3.3. Edit the Framework/KillAllProcesses.xaml workflow 4
2.4. Business Process: Transaction Data and Process 5
2.4.1. Edit GetTransactionData.xaml workflow 5
2.4.2. Edit Process.xaml workflow 5
3. The Performer process 6
3.1. Prerequisites 6
3.2. Configuration in UiPath Studio 6
3.2.1. Create a new project 6
3.2.2. Whiteboard your workflows 6
3.2.3. Develop your workflows 7
3.2.4. Edit the Configuration file 7
3.3. Applications Used: open/close/kill 8
3.3.1. Edit the InitiAllApplications.xaml workflow 8
3.3.2. Edit the Framework/CloseAllApplication.xaml workflow 8
3.3.3. Edit the Framework/KillAllProcesses.xaml workflow 8
3.4. Business Process: Transaction Data and Process 8
3.4.1. Edit the GetTransactionData.xaml workflow 8
3.4.2. Edit the Process.xaml workflow 8

Generate Yearly Report – Exercise Hints 2

1. Overview
For this exercise, we will use the producer-consumer model. This means we will build two
projects:

• A Dispatcher – using the REF without Queue Items design.

• A Performer – using the REF with Queue Items design.

We encourage you to use the two checklists and to identify reusable components.

2. The Dispatcher process

2.1. Prerequisites
We will adapt the template to work as a REF project without Queue Items. Each transaction
will represent extracting a page on the Work Items Section in System 1, filtering the data for
items of type WI4, and adding resulting Datatable rows to an Orchestrator Queue.

2.2. Configuration in UiPath Studio

2.2.1. Create a new project

1. Create new project using the Robotic Enterprise Framework template.

2. Set a proper name for the project.
3. Provide a proper description.

2.2.2. Whiteboard your workflows

Module Name Description Pre-condition Post-action Arguments

System1_Login Login into N/A Browser in_System1URL -
Acme with opened to the String
the desired required URL in_System1Credential
account Logged in with – String
the credentials
provided
System1_Close Close Browser open to Browser is N/A
browser ACME page closed
System1_NavigateTo_WI Navigate to Be logged into the Navigated in_URL - String
the WI URL ACME website successfully to
the desired URL
System1_ScrapeDataTable Extract data Data exists and All data table out_DataTable -
from the be on the work data is Datatable
work items items page extracted
datatable
System1_FilterWIDatatable Filters the Datatable exists The filtered in_Type – String
input datatable is in_Datatable –
Datatable passed to the DataTable

Generate Yearly Report – Exercise Hints 3

 Module Name Description Pre-condition Post-action Arguments
for rows PopulateQueue out_FilteredDatatable
with the workflow. – DataTable
desired in_Status - String
Work Item

2.2.3. Develop your workflows

Create a new folder in the Project panel. Name it System1. Inside the folder, develop
sequence-based workflows for each entry in the whiteboard.

2.2.4. Edit the Configuration file

In the Settings sheet of Config.xlsx, store the important settings for your project:

• The target Queue name

• The URL for ACME System1
• The System1 credentials stored in Orchestrator or Windows Credential Manager
• The URL for the Work Items page in ACME System1
• The Business Process Name
In the Constants sheet, set the MaxRetryNumber to 2.

2.3. Applications Used: open/close/kill

2.3.1. Edit the InitiAllApplications.xaml workflow

Invoke the workflow used to log into System1. Pass the URLs and credential values to the
workflows.

2.3.2. Edit the Framework/CloseAllApplication.xaml workflow

Invoke the workflow used to close System1.

2.3.3. Edit the Framework/KillAllProcesses.xaml workflow

Use a Kill Process activity here to indicate the browser you want to force-close.

Generate Yearly Report – Exercise Hints 4

2.4. Business Process: Transaction Data and Process

2.4.1. Edit GetTransactionData.xaml workflow

Delete the Retry Get Transaction Item activity. Use an Element Exists activity to determine if
there is a page number UI element on the Work Items page equivalent to the current
TransactionNumber value. Make sure If so, assign the TransactionNumber value to
out_TransactionItem. Else, assign 0 to out_TransactionItem.
For the following IF activity, set the condition to out_TransactionItem > 0.

2.4.2. Edit Process.xaml workflow

Determine if the browser is on the Work Items page indicated by the TransactionItem. If so,
scrape the data, filter it by type and add the corresponding Queue Items.

Generate Yearly Report – Exercise Hints 5

3. The Performer process

3.1. Prerequisites
Make sure the queue indicated in the previous section is available in Orchestrator. Set the
Retry value to 2.

3.2. Configuration in UiPath Studio

3.2.1. Create a new project

1. Create new project using the Robotic Enterprise Framework template.

2. Set a proper name for the project.
3. Provide a proper description.

3.2.2. Whiteboard your workflows

Module Name Description Pre- Post- Arguments

condition action
System1_Login same as in Dispatcher
System1_Close same as in Dispatcher
System1_NavigateTo same as
System1_NavigateTo_
WI in Dispatcher
System1_GetClientDetails Get the client Logged in Got all the out_TaxID - String
information: tax id and on the client
work item information
WIID page : taxID
System1_DownloadMonthlyRep Enter tax ID, enter year Logged in Downloade in_TaxID - String
orts and for each month and on the d all in_Year - String
download report if download available in_ReportDirPath -
exists (treat monthly reports for String
exceptions) report a given
page, TaxID and
report a given
directory year into a
exists given
location
System1_MergeMonthlyReports Merge the downloaded Monthly Constructe in_TaxID - String
csv from a given TaxID reports d the in_Year - String
and a year, located exist into a merged in_ReportDirPath -
into a certain folder, certain excel file String
into one excel file - folder and save it out_YearlyReportP
yearly report with name ath - String
format
"Yearly-
Report-
year-
taxid.xlsx"

Generate Yearly Report – Exercise Hints 6

 Module Name Description Pre- Post- Arguments
condition action
System1_UploadYearlyReport Upload a given yearly Yearly Report in_TaxID - String
report to the upload report uploaded in_Year - String
yearle report page for excel file successfull in_YearlyReportPat
a given tax id and a exists into y and h - String
given year the retrieved out_Confimation -
specified confirmatio String
folder and n id
we are on
the upload
yearly
report
page
Post
Report
uploaded
successfull
y and
retrieved
confirmatio
n id
System1_UpdateWorkItems Add hash into Be on the Hash in_Comment -
comment section and update added to String
change status to work item the in_Status - String
"Completed" page comment
section and
status
changed to
"Completed
", popup
closed

3.2.3. Develop your workflows

Create a new folder in the Project panel. Name it System1 and use it to organize the new
workflows.

3.2.4. Edit the Configuration file

In the Settings sheet of Config.xlsx, store the important settings for your project:

• The Orchestrator Queue name.

• The Business Process name.
• The Directory used to save the Report.
• The System1 credentials stored in Orchestrator or Windows Credential Manager.
• The URL for ACME System 1.
• The URL for the ACME Work Items page.
• The URL for the ACME Download Monthly Reports page.
• The URL for the Upload Yearly Report page.
• The URL for updating ACME Work Items.
• An entry for Status with the value Completed.

Generate Yearly Report – Exercise Hints 7

In the Constants sheet, make sure the MaxRetryNumber to 0.

3.3. Applications Used: open/close/kill

3.3.1. Edit the InitiAllApplications.xaml workflow

Invoke the workflow used to log into System1. Pass the URLs and credential values to the
workflows.

3.3.2. Edit the Framework/CloseAllApplication.xaml workflow

Invoke the workflow used to close System1.

3.3.3. Edit the Framework/KillAllProcesses.xaml workflow

Use a Kill Process activity here to indicate the browser you want to force-close.

3.4. Business Process: Transaction Data and Process

3.4.1. Edit the GetTransactionData.xaml workflow

No changes are needed in this workflow.

3.4.2. Edit the Process.xaml workflow

Here, you can invoke the NavigateTo workflow several times with different values for the in
arguments to navigate to all pages of the process: Work Items, Download Monthly Reports,
Upload Yearly Report and Update Work Item. In between, invoke the workflows which
perform the processing steps: GetClientDetails, DownloadMonthlyReports,
MergeMonthlyReports, UploadYearlyReport and UpdateWorkItems. Pay special attention to
the target app states throughout the execution of the Process workflow.

Generate Yearly Report – Exercise Hints 8