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Robotic process automation (or RPA) is an emerging form of clerical process
automation technology based on the notion of software robots or artificial intelligence (Al)
workers.
A software ‘robot! is a software application that replicates the actions of a human being
interacting with the user interface of a computer system,
For example, the execution of data entry into an ERP system - or indeed a full end
business process - would be a typical activity for a software robot.
-end
‘The software robot operates on the user interface (UI) in the same way that a human
would; this is a significant departure from traditional forms of IT integration which have
historically been based on Application Programming Interfaces {or APIs) - that is to say,
machine-to-machine forms of communication based on data layers which operate at an
architectural layer beneath the UI
RPA software vendors:
RPA software vendors include:
+ Automation Anywhere
+ UIPath
+ Blue Prism
+ Open span
Introduction
UiPath is a complete solution for application integration, and automating third-party
applications, administrative IT tasks and business IT processes. One of the most important
notions in UiPath is the workflow.
‘A workflow is a graphical representation of a business process. It enables you to automate
rule-based processes, by giving you full control of the execution order and the relationship
between a custom set of steps, also known as activities in UiPath Studio. Each activity
consists ofa small action, such as clicking a button, reading a file or writing to a log panel.
Penns eee ae
+ Sequences - suitable to linear processes, enabling you to smoothly go from one activity
to another, without cluttering your workflow.
+ Flowcharts- suitable to a more complex business logic, enabling you to integrate
decisions and connect activities in a more diverse manner, through multiple branching
logic operators.
+ State Machines ~ svitable for very iarge workflows; they use a finite number of states in
their execution which are triggered by a condition {transition} or activity.
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The User Interface
‘The ribbon is st
on and can be minimized or expanded by clicking the Minimize
/ Expand batton ill It consists of the following four tabs:
1. Start- create a project or open a previously created one, switch to a Beta or Stable
version, update Studio, go to the online documentation or submit a request. By default,
projects are created in C:\Users\Username\Documents\ UiPath.
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2. Design- create or launch sequences, flowcharts or state machine diagrams, access
wizards, manage variables, and inspect user interface elements from third-party apps.
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3. Execute - run or stop projects, start the debug process, slow down steps and open logs.
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4. Setup- publish a project or create a shortcut for it, schedule tasks, and install
extensions with just one click.
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‘The Quick Access Toolbar
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‘The Quick Access Toolbar is located by default on the title bar, above the ribbon, yet you
can easily move it bellow.
1k provides shortcuts for the most used commands, and you can add new ones to it by right-
clicking a desired button and selecting the Add to Quick Access Toolbar option.
‘The Workfiow Designer Vanels
UiPath contains multiple panels for an easier access to specific functionalities. They can be
docked, act as floating windows, or the Auto-hide option can be enabled.
The Main Panel
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‘The Main panel displays your current workflow or workflows, enables you to make
changes to them, and provides quick access to variables, arguraents and imports.
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It is possible to navigate within a workflow, by double-clicking the activity you want to.
view. The path is displayed as breadcrumbs in the header of the Main panel.
‘The Activities Panel
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The Activities panel provides quick access to all available activities that can be dragged to
the current workflow.
It features a search box. and the Show Activities list enables you to hide or show
the Favorites, Recent and Available folders of activities.
‘The Manage Packages functionality enables you to install additional activity packages.
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The Library Panel
‘The Library panel enables you to easily reuse workflows. A search box is included to
facilitate finding items faster.
Itincludes, by default, multiple samples and snippets, and you can add your own by clicking
the Add Folder button and selecting a directory from your hard drive.
To remove a folder, right-click it and select Remove.
Note: If you add empty folders they are not going to be displayed.
The Project Panel
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‘The Project panel enables you to view the contents of the current project and open the file
location ina Windows Explorer window.
You can connect to 2 team project from the Team Foundation Server (TFS) and create a
new project directly from this panel,
Version control is available through the context menu, and it is also possible to view the
history of a selected file
‘The Properties Panel
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‘The Properties panel is contextual and enables you to view and change the properties of a
selected act
‘The properties can be sorted alphabetically, while the search box enables you to look for a
specific one.
‘The Outline Panel
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Tne Outline panel displays the workflow hierarchy, all available variables and nodes, and
includes a search box. This enables you to easily navigate large workflow.
You can highlight activities in this panel by selecting them in the Main panel, ar you can go
toa specific activity by selecting it in the Outline pai
The Cutput Panel
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‘The Output panei enables you to display the output of the Log Message or Write
Line activities, as well as the logs when the debug mode is activated.
The logs are more or less detailed, depending on the option you selected in
the Execute tab, under Options > Logging Level.
You can hide or show timestamps, errors, warnings, information or trace data, by clicking
the buttons in the panel's header. Additionally, the Clear All button erases all inio
displayed in the Output panel.
Double-clicking a message displays further details about it
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‘The complete list of keyboard shortcuts for UiPath Studio:
Ctrl + D - Ignores the activity that is currently selected by placing it into a Comment Out
container.
Ctrl + E- Removes the activity from the Comment Out container it was placed in,
Ctrl + T - Places the activity inside the Try section of a Try Catch activity.
Ctrl + Shift + N- Creates a new Blank Project.
Ctrl + N - Creates a new Sequence Diagram in the current project,
Ctrl + © - Enables you to open a previously created workflow. Only xaml files are
supported
F1 - Enables you to access a help topic associated with the currently selected element.
Ctrl + L- Opens the folder where the Log files are stored.
Shift + F9 - Removes all the breakpoints in the currently opened workflow.
Ctrl + § - Saves the currently opened workflow.
Ctrl + Shift +S -Saves all che workflows that are currently open.
FS - Runs the workflow that is currently open.
F7 - Runs the currently opened workflow in debug mode.
F8 - Checks the currently opened workflow for validation errors.
F9 - Marks the selected activity with a breakpoi
F10 - When debugging, skips the execution of a black of activities in the currently selected
workflow.
F11 - When debugging, enables you to step into a block of activities and executes the first
one.
Pause - Pauses the execution of the current workflow, in both normal and debug mode.
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F12- Stops the execution of the current workflow, in both normal and debug mode.
Ctrl + C - Copies the selected activity at activities to the clipboard.
Alt + Ctrl + W- Opens the Web Recording toolbar.
Alt + Ctrl + B - Opens the Basic Recording toolbar.
Alt + Ctrl + C - Opens the Citrix Recording toolbar.
Alt Ctrl + D - Opens the Desktop Recording toolbar.
‘Alt + Ctrl + F - Sets the focus to the search box in the Activities Panel,
Ctrl + P- Opens the Manage Packages window.
REET
From the Start ribbon tab, under the Help tab, you can update your version of UiPath
Studio, as well as see the version you are currently running on.
You can choose between a Stable or Beta version with the help of two radio buttons.
However, note that you are required to restart the application for the change to take effect.
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Microsoft windows 10 Pro 62-0
When a new Studio version ts available, be it Stable or Beta, an Update Available link is
displayed. To update, do the following:
1. Click the Update Available link. A window is displayed with the nev. available update,
A new version of UiPath Studio Beta is available! an
‘Anew version of UPath Sui Betas avalabe version 201626091 247 es vein -
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Release notes:
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2. Click the Install button. Note that the download has started.
%. After the download is complete, go through the installation wizard. Studio is restarted
and the fixes and/or enhancements are available to you.
Installing the Chrome Extension for UiPath Studio
From UiPath Stu
1. Inthe Setup ribbon tab, from the Setup Extensions menu, select Chrome. The Chrome
Web Store is opened in Google Chrome.
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3. Click the Add extension button. The extension is now installed.
Add "UiPath"?
Itcan
+ Read and change all your data on the websites you visit
+ Communicate with cooperating native applications
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Please note that file access
is disabled by default. To enable it:
1. Click the Side Navigation Bar ' > Settings. The Settings page is displayed.
2. Inthe Extensions tab, navigate to the UiPath extension.
3, Under the UiPath Extension, select the Allow access to file URLs check box
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From the Command Prompt
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1. Click the Windows Start button and type cmd in the search field
2. Right click on Command Prompt and run it as administrator.
3. Change the directory to theWiPath installation folder (cd C:\Program Files
(x86)\UiPath Studio\ UiPath).
4. Run the SetupExtensions file by typing SetupExtensions.exe/chrome. The Chrome Web
Store is opened in Google Chrome.
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5.
6. Click the Add to Chrome button. A confirmation dialog box is displayed,
7. Click the Add extension button. The extension is now installed.
Installing the Firefox Extension for UiPath Studio,
From UiPath Studio
1. Inthe Setup ribbon tab, from the Setup Extensions menu, select Firefox. A
confirmation pop-up is displayed in Firefox.
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2. Click the Install button. A confirmation dialog box is displayed. The extension is now
installed.
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From the Command Prompt
41, Click the Windows Start button and type cmd in the search field.
Right click on Command Prompt and run it as administrator.
3, Change the directory to the UiPath installation folder (cd C:\Program Files
(x86)\UiPath Studio\UiPath).
4. Run the SetupExtensions file by typing SetupExtensions.exe/firefox. A confirmation
pop-up is displayed in Firefox
Command er
5. Click the Install button. A confirmation dialog box is displayed. The extension is now
installed
Connecting your Project to a Source Control System
‘The Project panel enables you to, among others, connect to a type of source control system,
such as TFS or SVN. When you ave cotinected to one of them, the Connect Project to a
a SVN
Source Control button changes to TFS." or SVN
Additionally, hovering over the TFS and/or SVN button displays the URL of the repository.
Note: You cannot connect to both TFS and SVN, in the same time.
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‘The supported versions of Team Foundation Server are:
2012
2013 _.
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Express 2013
Express 2015
Note: Due to Microsoft limitations, the 2015 and none of the Express TFS versions do not
permit you to create new projects.
Connecting to TFS
1. On the Project panel, click Connect Project to a Source Control > TFS > Connect to
Team Foundation Server window is displayed.
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2. Click Servers. The Add/Remove Team Foun
[ AdeRemove Team Foundation
Server
Team Foundation Server list
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3. Click _ the Add ‘The Add
Team Foundation
| Add Team Foundation Server
Name or URL of Team Foundation Server:
a
|
Connection Details
Path: [vs
| Port number:
@HTTP OHTTPS
Serverwindow is displayed.
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Server window is displayed.
Preview: |nttp://localhost:8080/tfs
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4. Fill in the details of your TFS and click OK. In the Connect to Team Foundation
Server window, your team’s collections and projects are available and the Connect
Project toa Source Control button is now changed to TFS".
If the TRS server is online (eghttps://
visualstudio.com) UiPath Studio requests
authentication with a Microsoft account. An Internet Explorer window is displayed for
entering your credentials, regardless of what your default browser is.
Note: By default, on all Windows Server machines, this window is not displayed, as it
requires JavaScript to run. This can be enabled from the Internet Explorer settings
(Security tab > Custom Level > Enable Scripting).
Creating a NewTeara Project
1
1. On the Project panel, click Connect Project to a Source Control ">. > TFS >New
Team Project ‘*. The Select a Team Project Collection window is displayed.
2, In the Select a Team Project Collectionwindow, select your server, one of your
collections and click Connect. The New Team Project window is displayed
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Project Name:
Project Description:
Process Template: [Serum +
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Note: Due to Microsoft limitations, the 2015 and none of the Express TFS versions do
not permit you to create new projects.
3. Fillin the Project Name and Project Description fields select a Process Templateand
click OK. A confirmation message indicating the new project has been created is,
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4. displayed.
Info x
@ Project created successfully.
5. Click OK. The new project thiat has been created is displayed in the Projects panel, and
you are automatically connected to the project.
Connecting to SVN
1. On the Project panel, select Connect Project to a Source Control * > SVN> Connect to
Project button, The Connect towindow is displayed
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Repository URL
Use Credentials (_] |
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2. Insert the Repository URL of your SVN server into the text field, Selecting tne Use
Credentialsbox will enable you to insert your account User and Password. Click Your
project is now connected to SVN.
3, Enter the Repository URL of your SVN server and select the Use Credentials check
box. TheUser and Password fields are displayed
Fill in the user and password information, and click QK. You are now connected to SVNand
the Connect Project to a Source Control button is now changed to SVN,
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Context Menu Options
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Once your project is connected to either TFS or SVN, right-clicking any file or folder in
the Project panel opens a context menu that contains the following options:
(Open [Opens the selected xamt
le in the Main panel,
[Enables you to rename the selected file or folder, and opens the Rename
Rename litem window.
‘Delete [Deletes the selected item, |
laa jploads the selected i the TFS/SVN server. This option is not,
vailable, if the item 'd to the server.
|Get LatestDownloads the latest version of the selected item from the TFS/SVN
fersion perver
ieueck Our for tarks the selected file or folder as locked for editing,
leueck In [Displays the Check In Changes window and enables you to upload the|
elected item to the server as the newest version.
luna [Displays the Undo Pending Changes window and enables you to Revert|
nao the changes done to the project.
limport limports xaml files to the project. This option is only available when]
Workflows —_|selectinga directory.
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Enabling Tracing
By default, UiPath generates log files that track the activity of Studio and the Robots. These
logs can be accessed from the Execute ribbon tab, by clicking the Open Logs button
For complex issues, more details about your automation are needed. To gather them,
tracing must be enabled.
In UiPath Studio, tracing generates an .etl file. It contains binary log data at the trace level,
such as disk accesses or page faults, and is used to log high-frequency events while tracking
the performance of an operating system. To enable tracing, do the following:
1. In the system tray, click the UiPath Robot button. The UiPath Robot window is
opened.
2. Click Advanced ©” > Settings. The Settings window is displayed.Click the Start
‘Tracing button.
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3, Run the workflow that you want to trace.
4, In the Settings page, click the Stop Tracing button. A dialog box is displayed, informing
you that an tl file has been generated on the Deskto}
Info x
e UiPathTrace.eti file was generated on Desktop
This type of file can be opened from the Event Viewer:
1. In Event Viewer, in the Actions panel, click Open Saved Leg The Open Saved
Log window is displayed.
2. Browse for the trace log file generated and click Open. The file is displayed in the lett
panel, under Saved Logs.
3. Select the file. Note that the contents, of the — logs are
displayed
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Creating a Basic Workflow
To create a basic workflow that asks for a user's name and then displays it on the screen,
do the following:
1. On theStart tab, under the New section, clickBlank. The New Project window is
displayed.
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Description | Blank Project
2. Inthe Name field, type the name of your project, such as Hello, and click Create. A new
project is saved with the chosen name on the hard drive.
3. From the Activities panel, drag a Flowchart activity to the Main panel
4. Add an Input Dialog activity.
5. Right-click the activity and click Set as Start Node. The activity is connected to
the Start node.
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6. On the Design tab, select Create Variable > Text io create a string variable in which to
store the user's name, called name, for example,
7. On the Properties panel, under the mput section, add a Label for the activity, such as
"Type your name," and a Title, such as "Hello, world!”
Note: In UiPath, all strings have to be placed between quotation marks.
8. Under the Output section, in the Result field, add the variable created at step 5.
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9, Add a Message Box activity to the Main panel and connect it to the existing Input
Dialog activity.
10. Make sure that the Message Box activity is selected. The Properties panel is updated
accordingly.
11. Under the Input section, add a Caption such as “Hello,” and it
string and the previously created variable, such as “Hello”+name.
the Text field add a
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UiPath. Dialog Activities. MessageBox
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13.Click Run on the Designtab or press F5. The workflow is executed. The Hello
‘World window is displayed, prompting you to input your name.
14. Type your name in the field and press OK. The Hello window with the name previously
added is displayed.
However, this workflow has a small flaw because, when prompted to add your name, you
can leave the field blank. This also causes the Hello window to be empty.
To fix this problem and other similar ones, itis good practice to validate fields. You can do
this with the Flow Decision or If activities that enable you to verify if a certain condition
was met,
‘To solve the issue in the example workflow above, do the following:
1. Select the arrow between the input Dialog and the Message Box act
Delete. The arrow is deleted.
ties and press
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2, Add aFlow Decisionactivity between the Input Dialogand the Message
Box activities.
Select the Flow Decision activity and, in the Properties panel, add a Condition to
check ifthe variable name is empty, such as name ="".
4. Connect the Input Dialog activity to the Flow Decision. This means that after the user
is prompted to add his or her name, the condition added at step 3 is going to be checked.
Connect the True branch of the Flow Decision activity to the Input Dialog. This means
that if the name field is empty, the user is going to be prompted to type his name in
the Hello World window until the field is filled in. You just created your first loop.
6. Connect the Message Box activity to the False branch of the Flow Decision. This
‘means that if the name field is not empty, the Hello window can be displayed with the
string added by the user.
‘The final workflow should look as in the following screenshot.
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Introduction to Debugging a Workflow
Debugging is the process of identifying and removing errors from a given workflow.
Coupled with logging and breakpoints, it becomes a powerful functionality that offers you
information about your project and step-by-step highlighting, so that you can be sure it is
error-free.
Logging enables you to display details about what is happening in your workflow in
the Output panel. This in turn makes it easter for you to debug a workflow.
Breakpoints enable you to pause the execution of a workflow so that you can check its state
ata given point,
Example of Debugging a Workflow
To debug the workflow designed in Creating a Basic Workflow, do the following
1, Select the True branch between the Input Dialog and Flow Decision activities, and
press Delete. The True branch has been deleted.
‘Add a Log Message activity next to the Flow Decision.
3. Connect the Log Message activity to the True branch of the Flow Decision and to
the Input Dialog activity. The workflow should look as in the following screenshot.
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4, Select the Log Message. The Properties panel is updated accordingly.
5. From the Level list, select Error, and in the Message field type what error message to
be returned, such as “Invalid user name.” When you execute the workfiow, the error
message is displayed in the Output panel every time the user does not fill in the Hello
World window.
6. Press FS to execute the workflow and do not fill in the Hello World window the first
time when you are prompted. The Qutput pane! has logged the error message you
added at step 5,
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7. On the Execute tab, in the Debug group, from the Optionsmenu, select Logging Level >
Verbose. This means that the logs that are going to be displayed in the Ourput panel
are going to be explicit.
8 Select theLog Message activity and, on the Executetab, in the Debuggroup,
click Toggle Breakpoint. Note that a small that a red dot with white stripes is displayed
next to it. This signals that this activity has a breakpoint applied.
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9. On the Execute tab, in the Launch group, click Start Debug. The debugging process
starts and the Hello World window is displayed.
10. Do not fill in the field and click OX. The breakpoint has been triggered and, as a result,
the workflow stopped. Note that, in the Output panel, the error and all steps covered
until now have been logged, and the Log Message activity is highlighted.
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11. On the Execute tab, in the Launch group, click Stop. An information dialog box is
displayed, letting you know that the debugging process has been canceled,
Note: After a breakpoint has been triggered you can stop, go to the next step of the
workflow or continue the debugging process by clicking Stop, Step Over, Step
Into orContinue Debug on the Execute tab.
Managing Packages
‘The package manager functionality enables you to download activity packages, libraries,
frameworks, wrappers and others, view the ones already installed on your computer and
update them, as well as add and remove your own.
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‘These features are available through the Manage Packages window that you can open by
clicking the Manage Packages button on the Activities panel.
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An activity package is a bundle of activities that can heip you automate a certain application
(UiPath.Excel Activities, UiPathWord.Activities) or a_—scategory of apps
(UiPath.Mail.Activities, UiPath-TerminalActivities), or use certain technologies in your
workflows (UiPath.OCR.Activities, UiPath.FTP.Activities). Details about packages and
libraries are displayed in the right panel of the Manage Packages window, as you can see
in the screenshot above.
he Filter Acti
jes check box enables you to view only activity packages.
To install activities packs, go to the Avaitable category, and click the Install button next
to the package that interests you. You are prompted to restart UiPath Studio so that you can
start using the selected activities.
Note: An internet connection is required to download and install activities packs.
To uninstall activities, go to the Installed category, and click the Uninstall button next to
the package that you no longer want to use.
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Updating Packages
‘The Manage Packages button on the Activities panel displays an orange border when
there are packages that need to be updated, as in the following screenshot.
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All your activities can be automatically updated when a new version is available, by
selecting the Auto Update check box, in the Manage Packages window.
ifyou want to manually update activities packages:
1. On the left side of theMamage Packages window, click the Updates category.
‘The Manage Packages window displays all activities packages to be updated.
2. Click the Update button next to the package that interests you. The updated package is
no longer displayed in this view.
3. Optionally, update all the packages at once by clicking the Update All button.
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Adding Your Own Packages
1. Inthe Manage Packages window, in the left panel, right-click any category.
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2, Select Configure Sources trom the context -menu. The Package Source
Settings window is displayed
Click the Add + button. A new blank package is added and an error message is
displayed because the Name and Source fields are not filled in correctly.
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4. Inthe Name field, type the name of the package.
5. In the Source field, type the local drive folder pathway, the shared network folder
ithway or the NuGet feed URL of the package
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6. Click Apply. Your configuration is saved.
7. ClickOK. ‘The Package Source Settings window closes.
Note that the Name is
displayed in the Manage Packages window, as a new category.
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Removing Your Packages
1, In the Manage Packages window, in the left panel, right-click any category.
2. Select Configure Sources from the context menu, ThePackage Source
Settingswindow is displayed
3. In the Package Source Settings window, select the package you wish to remove by
clicking on itand press the Remove ~ button.
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4. Click Apply. Your configuration is saved.
Click OK. The Package Source Settings window closes. The package is removed from
the Manage Packages window.
Sequences
Sequences are the smallest type of workflow. They are suitable to linear processes as they
enable you to go from one activity to another seamlessly, and act as a single block activity.
One of the key features of sequences is that they can be reused time and again, as a
standalone workflow or as part of a state machine or flowchart.
For example, you can create a sequence to take information from a .pdf file and add it to a
spreadsheet, and reuse it in a different setting, while changing just a few properties.
Note: Sequences do not use connectors.
Example of a Sequence
To create a sequence that asks the user for his first and last name, and his hair color, and
then displays his answers, do the following:
4. Create a blank workflow and, on the Design tab, in the Filegroup, select New >
Sequence. The New Diagram window is displayed
Note: You can aiso add a Sequenceactivity to the Main panel to create a new sequence
2. In theNamefield type a name for the workflow, such as “First Sequence,” and
click Create. The Main panel is updated accordingly.
3. Create three String variables such as strFirstName, strLastName, and strHairColor, so
that you can store data from the user in them. Leave the Default field empty, to indicate
that there is no default value.
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4, Drag three Input Dialog activities to the Main panel, one under the other.
5. Select the first Input Dialog and, in the Properties panel, add a Label asking for the
first name of the user, and a custom Title.
6. In the Result field, add the strFirstName variable. This indicates that this variable is
going to be updated with the value added by the user at this point.
7. Repeat steps 6 - 7 for the second and third Input Dialogactivities to ask the user for his
last name and hair color, and store them in the strLastName and strHairColorvariables.
‘Add a Message Box activity under the third Input Dialogwindow.
9, Select the Message Box and, in the Properties panel, in the Text field, add the variables
and a string to enable you to display all information gathered from the user, such
as: strFirstName +"" + strLastName +” jas "+ strHairColor +" hair.
Note: Remember to add spaces between variables and within strings for an optimal
output.
‘The finial workflow should look as in the following screenshot.
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10.On the Design tab, in the File group, click Run. The workflow is executed. The final
‘output message should look as in the following screenshot.
\
Flowchart. The New Diagram window is displayed.
Note: You can also add a Flowchartactivity to the Main panel to create a new flowchart
workflow. (
2. In theName field type a name for the workflow, such as “First Flowehatt;” and }
click Create. The Main panel is updated accordingly.
3. Create two Int32 variables (intRandomNumber, intGuessNumber) and a String one
(
(strMessage).
4. Set the default value of the strMessage variable to “Guess a number from 1 to 999.0"
TheintRandomNumberstores a random — number between 1 and u
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999, intGuessNumber stores the user's guess, and strMessage stores the message that is
going to be displayed to prompt the user.
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‘Add an Assign activity to the Main panel, and connect it to the Start node.
In the Properties panel, in, the To field add the intRandomNumber variable.
In the Value field, type new Random().Next(1,999),
Note: This field uses the Random()function to generate a random number between I and 999,
8. Add an Input Dialog activity to the Main panel and connect it to the Assign one.
9. Inthe Properties panel, in the Label field, add the strMessage variable.
10. In the Result field, add the intGuessNumber variable. This activity asks and stores the
user's guesses in the intGuessNumber variable.
11. Add a Flow Decision activity and connect it to the Input Dialog. This activity enables
you to tell the user if he correctly guessed the number or not.
12.In__ the Properties panel, the Condition field, type intGuessNumber =
intRandomNumber. This enables you to verify if the number added by the user is the
same as the randomly-generated one.
13. Add a Message Box activity and connect it to the True branch of the Flow Decision.
14. In the Properties panel, in the Text field, type "Congratulation! You guessed correctly!
‘The number was " + intRandomNumber.ToString + ".”. This is the message that is going
to be displayed if the user correctly guessed the number.
15. Add a new Flow Decision activity 2nd connect it to the Falsebranch of the previously i
added Flow Decision.
46.In the Properties panel, in the Condition field, type intGuessNumber >
intRandomNumber. This activity enables you to check if the number the user added is
bigger than the randomly-generated one.
17.In the DisplayName field, type Comparison. This enables you to easily to tell the
difference between the two Flow Decisionsused.
18, Add an Assign activity and connect it to the True branch of the Comparison activity.
19.In the To field, type the strMessage variable, and in the Value field, type a message
indicating that the guess was too high, such as "Too big. Try again.”
20, Select the Assign activity and press Ctrl+C. The entire activity and its properties are
copied to the Clipboard.
21. Press Ctr+V. A duplicate of the previous Assign activity is displayed.
22. Connect it to the False branch of the Comparison activity and, in the Properties panel,
inthe Value field, type “Too small. Try again.”.
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23.Connect the Assign activities created at steps 18-22 to the Input Dialog. A loop is,
created, asking the user to type a smaller or bigger number, until he guesses correctly.
‘The final workflow should look as in the screenshot below:
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State Machines
A state machine is a type af workflow that uses a finite number of states in its execution. It
can go into a state when it is triggered by an activity, and it exits that state when another
activity is triggered.
Another irmportant aspect of state machines are transitions, as they also enable you to add
conditions based on which to jump from one state to another, These are represented by
arrows or branches between states.
‘There are two activities that are specific to state machines, namely State and Final State,
and they are found under Workflow > State Machine.
Note: You can only create one initial state, yet it is possible to have more than one Final
State.
‘The State activity contains three sections, Entry, Exit and Transition(s), while the Final
State only contains one section, Entry. Both of titese activities can be expanded by double-
clicking them, to view more information and edit them.
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The Entry and Exit sections enable you to add entry and exit triggers for the selected state,
while the Transition(s) section displays all the transitions linked to the selected state.
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‘Transitions are expanded when you double-click them, just like the State activity. They
contain three sections, Trigger, Condition and Action, that enable you to add a trigger for
the next state, or add a condition under which an activity or sequence is to be executed.
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Example of How to Use a State Machine
‘To exemplify how to use a state machine, we are going to build the guessing game we did in
the previous chapter, only we will try to guess a number between 1 and 100.
1, Create a blank workflow and, on the Design tab, in the Filegroup, select New > State
Machine. The New Diagramwindow is displayed.
Note: You can also add a State Machineactivity to the Main panel to create a new state
machine workflow.
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2. Create two integer variables, intGuess and intRandomNumber. The first variables stores
your guess, while the second stores the random number.
3. ‘Add a State activity to the Main pane and connect it to the Start node. This is the intial
state, and it is used to generate the random number.
4. Double-click the activity. This State activity is displayed explanded in the Main panel.
5. In the Properties panel, in the DisplayName field, type Initializing Random Number.
This enables you to easily tell states apart.
6. Inthe Entry section, add an Assign activity.
7. Inthe To field, add the intRandomNumber variable.
8. In. the Value field, type new Random().Next(1,100). This expression generates a
random number.
9, Return to the main workflow view and add a new State activity.
10. Connect it to the previously added activity.
11. Double-click the last added State activity. This activity is displayed expanded in
the Main panel.
12.In the Properties panel, in the DisplayName field, type Guess Number. This state is
used to prompt the user to guess a number.
13. In the Entry section, add an Input Dialog activity.
14.Select theInput Dialog, and inthe Properties panel, add an
appropriate Label and Title to prompt the user to guess a number between 1 and 100.
15.In the Result field, add the intGuess variabie. This variable stores the user's guess.
16, Return (0 the main workflow view and create a transition that points from the Guess
Number state to itself.
17. Double-click the transition. The transition is displayed expanded in the Main panel
18.In the Properties panel, in the DisplayName field, type Try Smaller. This message is
displayed on the arrow, enabling you to ran through your workflow easier
19. n the Condition section, type iniGuess > intRandoraNumber. This verities if the user's
guess is bigger than the random number.
20. In the Action section, add a Message Box activity.
21.In the Text field, type something similar to "Your guess is too big. Try a smaller
number.” This message is displayed when the user’s guess is bigger than the random
number.
22,Return to the main workflow view and create a new transition that points from
the Guess Number state to itself.
23, Double-click the transition. The transition is displayed expanded in the Main panel
24.10 the Properties panel, in the DisplayName field, type "Try Bigger.”. This message is
displayed on the arrow, enabling you ts tun through your workflow easier.
25.In the Condition section, type intGuess < intRandomNumber. This verifies if the guess
is smaller than the random number.
26.In the Action section, add a Message Box activity.
27.In the Text field, type something similar to "Your guess is too small. Txy a bigger
number." This message is displayed when the users guess is smaller than the random.
number.
28, Return to main workflow view and add a Final State activity to the Main panel.
29. Connect a transition from the Guess Number activity to the Final State.
30. In the Properties panel, in the DisplayName field, type Correct Guess.
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31, In the Condition field, type intGuess = intRandomNumber. This
which this workflow steps to the final state and end.
32, Double-click the Final State activity. It is displayed expanded in the Main panei.
33. nn the Entry section, add a Message Box activity.
34,In the Text field, type something similar to "Congratulations. You guessed correctly!
‘The number was * + intRandomNumber.ToString + ".". This is the final message that is
to be displayed, when the user correctly guesses the number.
the condition on
The final workflow should look as in the following screenshot.
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| Congratulations. You guessed correctly! The number was 8.
3.Yariables
Managing Variables
Managing Variables
In UtPath Studio, variables are used to store multiples type of data. Another key aspect of
variables is that their value can change so that you can, for example, control how many
times the body of a loop is executed
‘The data stored within a variable is called a value, and it can be of multiple types. In UiPath,
we support a large amount of types, ranging from generic value, texi, number, data table,
time and date, to UiElements.
Creating Variables
Note: Variables cannot be created if theMain panel does not contain at least one activity.
From the Design ribbon:
1. On the Design ribbon tab, in the Variables group, sclect Create Variable > [Type of
variable}. The Create Variablewindow is displayed.
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2
I in the required fields and click OK. The variable is created and you can view and edit
it in the Variables panel
From the context menu or with a keyboard shortcut:
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1. In the Properties panel of any activity, right-click a field that can be edited, and
select Create Variable from the context menu, or press Ctrl+K. A Set Name field is
displayed.
2. Fill in the name and press Enter. The variable is created and you can view and edit it in
the Variables pancl. The scope of activities created like this always belongs to the
smallest container itis part of.
Note: When creating variables like this, the type is automatically generated, depending on
the selected property,
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From the Variables panel:
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1. Inthe Main panel, click Variables. The Variables panel is displayed.
2. Click the Create Variable line. 4 new variable with the default values in displayed.
Note: By default, all new variables are of String type if you create them from
theVariables panel
Removing Variables
+ Inthe Variable panel, right-click a variable and select the Delete option.
+ Inthe Variable panel, select a variable and press the Delete key.
Note: If you want to undo this action, press Ctrl+Z,
You can also remove all the variables that are not used in your currently opened workflow:
1. On the Design ribbon tab, in the Variables group, select Manage Variables > Remove
Unreferenced. Note that the Variables panel only contains the variables used in your
‘workflow.
Browsing for .Net Variable Types
To search for types of variables that are not displayed by default in the Variable Type list,
do the following:
1. In the Variable panel, from the Variable Type drop-down list, select Browse for
‘Types. The Browse and Select a Net Type window is displayed.
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Browse and Select a Net Type
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excel. Note that the result section is updated, displaying all the Net variable types that (
contain your keywatd.
3. Select one and click OK. A new variable is created with the selected type and is
displayed in the Variables panel.
Note: After using a type of variable from theBrowse and Select a Net Type window,
displayed in the Variable Type drop-down list, in the Variables panel
Promoting Variables to Global Scope
Some variables, when created directly in an activity (from the context menu of an activity), (
are automatically given the smallest scope they belong to. To make them available in your
entire workflow, do the following:
t
1. Click the smallest container in a workflow. (
2. On the Design ribbon tab, in the Variables group, select Manage Variables > Promote
to Global Scope. All the variables used in the selected container now have a global r
scope,
Naming Best Practices
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When creating very large workSlows, it can be very easy to forget what every vatiable does.
That is why it is important to have a good naming system in place,
We recommend that you always use descriptive names, such as userName for a variable
1 that stores the name of a user.
Additionally, you might want to keep track of the type of variable you create, and that is
why adding a short descriptor in the front of each variable name can be useful, such as int
) for integers.
Finally, we recommend that you write variable names in camel case, so that you can read
them easier.
Example of how to name your variables:
ence ce
|__ Generic V genVariableName
| strVariableName_
Number “intVariableName
} [True or False | boolVariableNam:
__Date and Time | __timVariableName_
é) [Data Table _ ‘datVariableName
i ‘The Variables Panel
‘The Variables panel enables you to create variables and make changes to them,
Field “Desc
Mandatory.
The name of your variable. If you do not add a name to a variable, one is
automatically generated. For more information on how to name your variables,
see Naming Best Practices.
Name
Mandatory,
Variable Enables you to choose the type of variable. The following options are available:
Type
+ Boolean
) + In32
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‘String
Object
Generic Value
Array of [T}
‘Browse for Types
Mandatory.
Scope The area in which a variable is available, such as a specific activity. By defauh,
they are available in the entire workflow.
Optional
Default The default value of the variable. If this field is empty, the variable does not have
a default value.
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Generic Value Variables
‘The generic value variable is a type of variable with a wide range that can store any kind of
ata, including text, numbers, dates and arrays, and is particular to UiPath Studio.
Generic value variables are automatically converted to other types, in order to perform
certain actions. However. it is important to use these types of variables carefully, as their
conversion may not always be the correct one for your workflow.
Example of Using a Generic Value Variable
To demonstrate how a generic value variable can be converted and used, let's create a
workflow that displays in the Output panel the sum of two numbers, using generic value
variables with different types of values.
1. Create a flowchart.
2. Create three generic value variables, genNumber, genString and genSum.
3. In theDefault column for the genNumbervariable, type 2, and _ for
the genString variable, type"2." The first value is interpreted as as integer, and the
second one as a string
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|. Add an Assign activity to the Main panei and connect it to the Start node.
In the Properties panel, in the To field, enter the genSumvariable,
In the Value field, type genNumber+gensString,
Add a Write Line activity and connect it to the Assign one.
In the Properties panel, in the Text field, enter the genSumvariabie.
Start
‘ae6 Assion
gensum = genNumber + gen’
BB write line
Text genSum |
9. Press FS to execute your workflow. Note that, in the Outputpanel, the sum of the two
numbers is displayed
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19:11:20 4
19:11:20 Generic Value execution ended in: 00:00:00
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‘This means that UiPath Studio knows that the genNumber is an integer and knows how to
transform the generic value genStringvariable to an integer, so that it can add it to the first
one.
However, keep in mind that this was cur goal from the beginning. 1f we wanted to display
the two variables in the Output panei as strings using this exact method, it would not have
worked.
Text Variables
A text or string variable is a type of variable that can store only strings. These types of
variables can be used, for example, to store names, passwords or information extracted
froma table,
Note: All strings in UiPath Studio have to placed in between quotes.
Example of Using a Text Variable
‘To exemplify how you can work with text variables, we are going to create a workflow that
asks for the user's name, stores it and displays only the frst letter of his name i
the Output panel.
1, Create a sequence.
2. Create two simple string variables, strFullName and strFirstLetter.
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3. Addn Input Dialog activity to the Main panel,
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4, Inthe Properties panel, in the Label field, type "ype your full name please.”
In the Titlefield, type "What is your name?”
6. inthe Result field, add the StrFullName variable. This variable stores whatever the user
writes when prompted with the Input Dialog activity.
7. Add an Assign activity wader the Input Dialog one.
8, Inthe Properties panel, in the To Geld, add the strPFirstLetter variable.
9. In the Value field, type strFullName.Substving(0,1). The strFirstLetter variable is
assigned the new value created by the strFullName Substring(0,1}expression.
Note: This field uses the Substring()function to find the first character from the string
added by the user in the Input Dialog.
10.Add a Write Line activity under the Assign one
11.In- the Properties panel, in the Textfield, enter _the strFirstLetter variable.
The Output panel is going to display the first letter of what the user wrote in the Input
Dialog.
The workflow should Jook as in the following screenshot.
ey Main
1 input dialog
»
“What is your name?’
“Type your full name please.
fe8 Assign
strFirstLetter = stiSuliName.Substr
| re tne
Text | strFirstLetter in
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———
12. Press FS. The What is your name winclow is displayed.
13.Type your name in the text field and click OK. In Uipath Studio, in the Output panel,
note that the first letter of your name is displayed.
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18:00:47 Generic Value execution ended in: 00:00:33
|
|
|
}
F Properties
True or False Variables
The true or false variable, also known as boolean, is a type of variable that oniy has two
possible values, true or false. These variables enable you £0 make decisions, and thus have a
better control over your low
Example of Using a True or False Variable
To exemplify how you can work with true or false variables, we are going to create a
workflow that asks the user for his name and gender, and displays the results in another
window.
1. Create a new workflow.
2. Create two string variables, strName and strGender. The first is going to be used to store
the name of the user, and the second to store the user’s gender,
3. Create a boolean variable, boo!Male. This variable is used to verify ifthe user is a male.
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4. Add an Input Dialog activity to the Main panel and connect itto the Start node.
5. Inthe Properties panel, in the Label field type "What is your name?”
6. Adda title and, in the Result field, add the strvame variable.
7. Add another Input Dialog activity and connect it to the previous one.
8.
9
1
In the Properties panel, in the Label field type "What is your gender?
Adda title and, in the Result field, add the strGendervariable.
0. Add a Flow Decision activity to the Main panel, and connect it to the second Input
Dialog,
11. In the Properties panel, in the Condition field, type strGender = "Male" or strGender =
“male”. This activity checks if the user is a male or female.
12. Add two Assign activities.
13. Connect one to the True branch of the Flow Decision activity.
14. In the Properties panel, in the To field enter the boo!Male variable.
15. In the Value field, type True. This assigns the True value to the boolMale variable when
the strGender = "Male" or strGender = "male" condition is met.
16. Connect the second Assign activity to the False branch of che Flow Decision.
17. In the Properties panel, in the To field, enter the boolMalevariable.
18.In the Value field, type False. This assigns the False value to the boolMale variable
when the strGender = "Male" or strGender = "male" condition is not met.
19. Add a new Flow Decision and connect the previously added Assign activities to it.
20. inthe Properties panel, in the Condition field, type booiMale = True.
21. Add a Message Box activity and connect it to the True branch of the Flow Decision.
22. In the Properties panel, in the Text field, type stName + " is a” + strGender +". This
message displays the name of the user and its gender, if boolMale is true.
23.Add another Message Box activity and connect it to the Falsebranch of the Flow
Decision.
24. In the Properties panel, in the Text field, type strName + "is a" + strGender + ".". This
message displays the name of the user and its gender, if boolMale is false.
‘The final workflow should look like in the fol;owing screenshot.
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UiPath Material
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sev Assign we Assign
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Double-click to view
Double-click to view
25.Press F5. The workflow is executed. Note that the final Message Box displays the
message as expected.
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————__—————————
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Number Variables
Number variables are also known as integer or Int32, and are used to store numeric
information. They can be used to perform equations or comparisons, pass important data,
and many others.
Example of Using a Number Variable
‘To exenplify how you can work with number variables, we are going to create a workflow
that asks the user for the year in which he or she is born and displays the age in a window.
Create anew sequence
Create two Int32 variables, intBirthYear an
year and the second, the user's age
‘Add an Input Dialog activity to the sequence.
In the Properties window, type an appropriate title and label.
In the Result field, add the intBirthYear variable.
Add an Assign activity under the input Dialog.
Jn the Properties panel, in the To field, add the intAgevariable.
In the Value field, type 2016 - intBirthYear. This assigns the value of the subtraction
(2016 - user's birth year) to the intAge variable.
‘Add a Message Box activity under the Assign one.
19.In the Properties panel, in the Textfield, type "Congratulations! You are * +
intAge.ToString +”.”,
intAge. The first stores the user's birth
euanaw
Note: The .ToString method converts the integer stored in the intAge variable to a string
and display itas such.
The final workflow should took as in the following screenshot
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»
"Birth Year"
“What year were you born in?’
es Assign
intage = 2016 - intBirthYear
a Message box a
“Congratulations! You are” - intAge.ToString +."
=
11. Press F5. The workflow is executed. Note that the Message Box displays your age, as,
expected.
Message box x
Congratulations! You are 26.
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Array Variables
The array variable is a type of variable which enables you to store multiple values of the
same type.
UiPath Studio supports as many types of arrays as it does types of variables. This means
that you can create an array of numbers, one of strings, one of boolean values and so on.
Example of Using an Array Variable
To exemplify how you can work with array variables, we are going to create a workflow
that asks the user for his first and last name and age, stores the information in an array and
then writes it in a.txt file.
Create a new sequence.
2. Create three string variables, strFirstName, strLastName and strAge, in which to store
the information gathered from the user.
3. Create an array of strings variable called arrStringNameAge.
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4, Add an Input Dialog activity to the Main pane
5. Inthe Properties pane; fill in the Label and Title fields to ask for the user's first name.
6. In the Result field, add the strFirstName variable. This variable stores the first name of
the user.
7. Add another Input Dialog activity under the previous one.
8. Inthe Properties panel, fill in the Label and Title fields to ask for the user’s last name.
9. In the Result field, type the strLastName variable. This variable is going to store the last
name of the user.
10. Add another Input Dialog activity under the previous one.
11. In the Properties panel, fill in the Label and Title fields to ask for the user’s age.
12.In the Result field, type the strAge variable. This variable is going to store the age of the
user.
Note: We use a string variable and not an integer to store the age, so that we do not
have to convert it later on, when we add it to the string array variable.
13. Add an Assign activity under the last Input Dialog.
14.1n the Properties panel, in the To field, type the arrStringNameAge variable,
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15.1n_ the Value field, type {strFirstName, strLastName, steAge}. This Assign activity
enables you to store all the values from the initial string variables in
the arrStringNameAge one.
16. Add a Write Text File activity under the Assign one.
17.In the Properties panel, in the FileName field, type the path of the file you want to
write to between quote marks, such as "C:\Users\MADa\Desktop\array_vatiable.tst”
Note: If the file does not exist at the provided path, it is created.
18.In the Text field, type arrStringNameAge(0) +" " + arrStringNameAge(1) + " "
+arrStringNameAge(2) +”.
Note: By adding the index number of the array items you can access their values and
\write them, in this example, co a text file.
‘The final workflow should look as in the following screenshot.
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19. Press F5. The workflow is executed,
20.Navigate to the file provided at step 17 and double-click it. A Notepad window is
displayed with the information you added at step 20.
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Date and Time Variables
The date and time variable is a type of variable that enables you to store information about.
any date and time. This type of variable can be found in the Browse and Select a .Net
‘Type window, under the System namespace (System.DateTime). For more information,
see Browsing for.Net Variable Types.
For example, they can be used to append dates to invoices or any other documents you may
be working with and are time-sensitive.
Example of Using a Date and Time Variable
"To exemplify how you can work with a date and time variable, we are going to build a
workflow that get the current date and time, subtracts a specified amount of time and
writes the result to a Microsoft Excel spreadsheet.
Create a new sequence.
Create two DateTime variables, timToday and timLastTime.
Create a TimeSpan variable, called timSpan, and in the Default field type 1.02:
Note:
the default value attributed to thetimSpan variable uses the day.hh:mm:ssformat.
4. Add an Assign activity to the Main panel.
5. In the Properties panel, in the To field, add the timTodayvariable.
6. In the Value field, type Now. This gives you the date and time when the workflow is
executed, in the dd/MM /yyyy and hh:mm:ss formats.
7. Add another Assign activity under the previous one.
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8, In the Properties panel, in the To field, add the timLastTime variable.
9, In the Value field, type timToday.Subtract(timSpan}. This is going to subtract the
default value of the timSpanvariable from the current date and time, stored in
the timToday variable.
10. Add an Excel Application Scope activity under the last Assign one.
Note: If you do not have Excel activities installed on your version of UiPath Studio, use
the Manage Packages functionality to get them,
11. In the Properties panel, in the WorkbookPath field, type the path of the Excel file you
want to write to, between quotation = marks. = In. our
case, "C:\Users\Username\Desktop\urgent invoice.xisx”,
Note: Ifthe ile does not exist at the provided path, itis going to be created.
12. Add a Write Value activity in the Excel Application Scopeactivity.
13.In the Properties panel, in the Range field, type the coordinates of an Excel cell
between quotation marks. In our case, "G3."
14. In the Sheet Name ficld, type the name of the sheet in Which you want to write. tn our
case, “Invoice’. Note that if the sheet does not exist, itis going to be created,
15.In the Value field, type timLastTime-ToString, This transforms the value of
the timLastTime variable to a string and writes it to the coordinates previously given.
The final workflow should look as in the following screenshot.
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17. Navigate to your Excel file and double-click it. Note that the time and date information is
displayed in the cell you pointed towards
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Data Table Variables
Data table variables represent a type of variable that can store big pieces of information,
and act as a database or a simple spreadsheet with rows and columns. They can be found in
the Browse and Select a .Net Type window, under the System.Data namespace
(System Data.DataTable). For more information, see Browsing for Net Variable Types.
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These variables can be useful to migrate specific data from a database to another, extract
information from awebsite and store it locally in a spreadsheet and many others.
Example of Using Data Table Variables
To exemplify how you can use data table variables, we are going to create a workflow that
reads only two out of multiple columns from an Excel spreadsheet, and then transfers them
to another spreadsheet that already contains other information
‘The initial file is a database of people, their age, location and e-mail address. In this
example, we are going f0 extract their names and e-mail addresses and append them to an
Excel spreadsheet that already contains similar information,
Create a new sequence.
2. Add on Excel Application Scope activity to the sequence. This activity is required for
most of the Excel-related activities.
Note: If you do not have Excel activities installed on your version of UiPath Studio, use
the Manage Packages functionality to get them.
3. Create two data table variables, datNamesList and DatMailList. These are going to be
used to store information from the initial Excel spreadsheet.
4. In the Properties panel, in the WorkbookPath field, type the path of the initial Excel
file to be used, between quotation marks.
5. Add two Read Range activities and place them one under the other, in the Excel
Application Scope activity. These are used ta get information from the initial
spreadsheet.
6. Select the first Read Range activity and, in the Propertiespanel, in the Range field,
type "A2:A21.", These are the Excel table coordinates that tell UiPath Studio from where
to extract information.
7. Inthe SheetName feeld, do not make any changes as the name of our sheet is the default
one, Sheet.
8. Inthe DataTable field, type the name of the frst data table variable, datNamesList. This
variable stores all the information available between the A2 and A21 rows.
9. (Optional) Change the value in DisplayName field to Read Names, so you can easily tell
apart this activity from the second one.
10.Select the second Read Range activity, and in the Propertiespanel, in the Range field,
type "D2:D2.” These are the Excel table coordinates that contain the e-mail information
we want to extract.
11. In the DataTable field, specify the datMailL st variable. T!
information we require.
12. Add a Write Range activity to the Main panel, under the Excel Application Scope. This
activity is used to write the stored information to another Excel file.
variable retains all the mail
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Note: The file used with the Write Rangeattivity has to be closed when you run the
workflow. Ifit is not closed, an error is displayed and the workflow execution stops.
13. n the Properties panel, in the WorkbookPath field, type the path of the Excel file to be
used to store all the information gathered at the previous steps.
14. In the DataTable field, type the datNamesList variable.
15.In the SheetName field type Database, and in the StartingCell, type "C21." This is the
starting cell in which information from the initial file is to be added.
16, Adel another Write Range activity and place it under the first one.
17.In the Properties panel, fill in the WorkbookPath and SheetName fields as for the
previous Write Range activity.
18. In the Starting Cell field, type "D21."
19. In the DataTable field, type the datMailList variable.
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20. Press FS. The workflow is executed.
21. Double-click the final Excel file, Note that the copied information is available, and
correctly updated.
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Managing Arguments
Arguments are used to pass data from a workflow to another. In a global sense, they
resemble variables, as they store data dynamically and pass it on. Variables pass it to other
activities, while arguments pass it to other workflows. As a result, they enable you to reuse
workflows time and again.
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UiPath Studio supports a large number of types of arguments, which coincide with the
types of variables. Therefore, you can create generic value, string, boolean, object, array,
data table arguments and you can also browse for .Net types, just as you do for variables.
Additionally, ‘Srguments have specific directions (In, Out, In/Out, Property) that tel the
application where the information stored in them is Supposed to go.
Creating Arguments
To create a new argument:
4, Inthe Main panel, click Arguments. The Arguments panel is displayed.
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Note: By default, all arguments are of typeString and have an In direction.
Removing Arguments
To remove an argument:
+ Inthe Arguments panel, select an argument and press Delete.
+ Inthe Arguemtns panel, right-click an argument and select the Delete option.
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Naming Best Practices
To easily reuse workflows, it is important to have a good naming system in place for your
arguments.
We recommend that you always use descriptive names, such as UserName for an argument
that stores the name of a user.
Additionally, you might find it useful to use title case for all your arguments, so that you can
read their names with ease and tell them apart from variables.
The Arguments Panel
‘The Arguments panel enables you to create arguments and make changes to them.
ian
Mandatory.
Name The name of your argument. Ifyou do not add a néme to an argument, one is
automatically generated. For more information on how to name your
arguments, see Naming Best Practices.
Mandatory.
Direction bs
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Select a direction for your argument. The following options are available:
+ In- the argument can only be used within the given workfow.
+ Gut the argument can be used to pass data outside of a given workflow.
+ In/Out - the argument can be used both within or outside of a given
workflow.
+ Property - not currently used.
Mandatory.
Choose the value type you want your argument to store. The following
options are available:
+ Stir
Argument > Ine3z
Type. object
+ Array of [T]
+ Browse for Types
Ifyou select a Net type from the Browse and Select a Net Type window, itis
added to the Argument Type drop-down list.
Optional
Default
Vala ‘The default value of the argument. If this field is empty, the variable does not
have a default value.
Using Arguments
Due to the nature of arguments, you are going to use them a lot in relation with the Invoke
Workflow File and Launch Workflow Interactive activities. They can be found in
the Activities panel, wnder Workflow > Invoke and they enable you to browse for a
workflow, and import and edit their arguments,
Example of Using an Argument
‘To exemplify how to use an argument in a workflow with an Invoke Workflow
File activity, we are going to create two separate sequences. A very simple one in which to
assign a value to an argument, and a second that invokes it and displays the value in a
message box.
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Create a new sequence.
In the Arguments panel, create an argument, StoreValue,
From the Direction list, selectut, and do not change the Argument
‘Type from String.
‘Add an Assign activity to the Main pane.
In the Properties panel, in the To field, add the StoreValue argument.
In the Value field, type a string, such as "How does one use an argument?".
ane
‘The first workflow should look as in the following screenshot.
Main
wa Assign
StoreValue = “How does one use
7. Create a new sequence.
8. Create a string variable, strFinalValue.
9. Add an Invoke Workflow File activity to the Main pane
10.0n the activity, click the Browse (...) button and browse for the previously created
sequence.
11.Click Import Arguments. The Invoked Workflow’s Arguments window is
displayed. Note that the argument of the first sequence is displayed here.
42.1n the Value field, add the strFinalValue variable and click Ok. The argument is
imported and the value from it is going to be stored in the current workflow through
the strFinalValue variable.
13. Add a Message Box activity under the Invoke Workflow File.
14.In the Properties panel, in the Text field, type strFinalValue + " This is how”, for
example.
‘The second workflow should look as in the following screenshot.
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15. Press F5 in the second sequence. The workflow is executed correctly and the message
box displays the desired text.
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How Coes one use an argument? This is how
6.mported Namespaces
About Imported Namespaces
\VBNet namespaces in UiPath Studio represent containers that store different types of data.
‘They enable you to define the scope of your expressions, variables and arguments,
For example, if you have the SystemDatanamespace imported, you can further
use DataTable, DataView, DataColumn, DataRow and other classes that are available in it,
without having to always type System Data DataTable and so on.
All imported namespaces are displayed in the Imporés panel. Note that some namespaces
are automatically imported when you browse for a .Net type variable or argument, for
example.
To open this panel, click imports in the Main panel.
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About imported Namespaces
VB.Net namespaces in UiPath Studio represent containers that store different types of data.
They enable you to define the scope of your expressions, variables and arguments,
For example, if you have the System.Datanamespace imported, you can further
use DataTable, DataView, DataColumn, DataRow and other classes that are available in it,
jout having to always type System.Data.DataTable and so on.
All imported namespaces are displayed in the Imports panel. Note that some namespaces
are automatically imported when you browse for a .Net type variable or argument, for
example.
To open this panel, click Imports in the Main panel
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Namespaces
To add new namespaces to your library:
1. Open the Imports panel,
2. In the Enter or Select namespace field, start typing the namespace that interest you.
Note that suggestions are provided while you type, in case you are not exactly sure what
you are looking for.
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3. (Optional) Click the drop-down arrow to view and browse all available namespaces.
4, Select the desired namespace. The namespace is added to the imported Namespaces list
To remove a namespace, select it and press Delete. Note that namespaces can only
deleted if they are invalid. For example, you can delete a namespace if the assembly that
vontains it is no longer referenced by the project.
About Control Flow
An important aspect of successfully working with UiPath Studio is understanding and
knowing how to control your workflow. As in computer science, in UiPath this concept is
referred to as control flow.
A proper control flow can be achieved through the intelligent use of variables, and of
certain activities
All of these activities can be found in the Activities panel, under Workflow > Control
Flow.
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They enable you to define rules and automate decisions for a given workflow, through
if_.else or for each statements or loops, as well as add delays so that you can perfectly time
wo activities.
Loops represent an important part of workflows as they enable you to easily check
dependencies between variables, activities and conditions. They are created once and
enable you to iterate data a specified number of times, until a condition is met, once for
each item in a collection or indefinitely,
The Assign Activity
‘The Assign activity is a pretty important activity that is going to be used quite often, as it
enables you to assign a value to a variable.
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You can use an Assign activity to increment the value of a variable in a loop (see the
example in the Do While Activity chapter), sum up the value of two or more variables and
assign the result to another variable (see the example in theGeneric_Value
Variables chapter), assign values to an array (see the Array Variables chapter) and so on.
By default, this activity is also included in the Favorites group. To remove it, right-click it
and select Remove.
The Delay Activity
The Delay activity enables you to pause the workflow for a custom period of time (in
the hh:mm:ss format). This activity proves itself quite useful in workflows that require
good timing, such as waiting for a specific application to start or waiting for some
information to be processed so that you can use it in another activity,
Example of Using the Delay Activity
To exemplify how you can use the Delay activity, lets create a workflow that writes two
‘messages ta the Output panel, with a delay of 20 seconds between them.
Create a new flowchart.
Add a Write Line activity and connect it to the Start node.
Select the activity, and in the Text field, type "This is the start time.
Add a Delay activity and connect it to the previously added activity.
Select the activity, and in the Properties panel. in the Duration field, ty;
is the 20 seconds delay that is going to be between the two logged messages.
Add another Write Line activity and connect it to the workflow.
In the Text field, type "Message delayed by 20 seconds.".
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10:00:20. This
‘The final workflow should look as in the following screenshot.
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added in the Write Line activities are written twenty seconds apart.
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The Do While Activity
The Do While activity enables you to execute a specified part of your workflow while a
condition is met. When the specified condition is no longer met, the workflow exists the
oop.
This type of activity can be useful to step through all the elements of an array, or execute a
particular activity multiple times. You can increment counters to browse through array
indices or step through a list of tems.
Note: Do While activities are evaluated only after the body has been executed once.
Example of Using a Do While Activity
To exemplify how to use a Do While activity, let's create a workflow that increments an
integer variable from 0 to 10, and displays a message every time it is incremented.
1. Create a new sequence.
2. Create an integer variable, intCounter, with a default value of 0.
3. Add a Do While activity to the Main pattel.
4, Select the Assign activity, and in the Properties panel, in the To field, add
the intCounter variable.
In the Value field, type intCounter + 1. This inelps you increment the value of the variable
with one,
,. Add @ Write Line activity, under the Assign one.
In the Text field, type "The counter is” + intCounter-Tostring. This writes the value of the
counter in the Output panel each time itis incremented
8. In the Condition section of the Do While activity, type intCounter < 10. The body of
the Do While activity is repeated until the value of the intCounter variable is bigger than
10.
ry
‘The final workflow should look as in the following screenshot
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