Robotic Process Automation Using UiPath StudioX : A Citizen Developer’s Guide to Hyperautomation

Learn about Robotic Processing Automation (RPA) and how to build bots using UiPath. This book uses hands-on examples to explain the basics of UiPath and then walks you through real-world prototypes for testing your knowledge. Organizations around the world are implementing RPA in some capacity, and there is a shortage of RPA developers in the market. Analysts predict that the RPA market size will be worth $4 Billion by 2025. With UiPath as one of the three major players in the RPA market, professionals and students can use this book to get ahead of the curve. This book helps you kick-start your automation journey with a special focus on one of the most popular RPA tools: UiPath. Robotic Process Automation using UiPath explains in detail the various features and functionalities of the RPA platform including development, debugging, and error handling. What You'll Learn Create robots from scratch, using one of the market leaders in RPA Develop automation apps and deploy them to all the computers in your department Build, test and perform enterprise automation tasks with UiPath Understand the key building blocks and components of UiPath Apply UiPath programming techniques to deploy robot configurations Review email Automation Automate Excel and PDF interactions Who This Book Is For RPA developers and business users alike, bringing the power and skill set of automation to anyone interested in citizen-led development, specifically UiPath StudioX. The simple exercises and no-code platform require no prior programming or RPA knowledge to follow along with this beginner's guide. Table of Contents About the Authors About the Technical Reviewer Acknowledgments Part I: Overview Chapter 1: Robotic Process Automation: Overview Return on Investment (ROI) Automation Types UiPath StudioX Chapter 2: UiPath StudioX Learning Objectives System Requirements Hardware Requirements Software Requirements Installation and Setup Register Download Install Interface Overview Home Start Templates Tools Settings Help Design View The Ribbon Save Export as Template Cut, Copy, and Paste Project Notebook Manage Packages App/Web Recorder Table Extraction Analyze Export to Excel Publish Run Project Workspace Activities Panel Designer Panel Context Menu Properties Panel Data Manager Panel Output Panel Part II: Building Blocks Chapter 3: Common Concepts Learning Objectives Notebook Default Notebook Custom Notebook Activity Inputs Activity Outputs Common Properties Common Activities Write Line Configuration Message Box Configuration Input Dialog Configuration Modify Text Configuration Text to Left/Right Configuration Delay Configuration If Configuration Switch Configuration Repeat Number Of Times Configuration Skip Current Configuration Exit Loop Configuration Get Username/Password Configuration Get Orchestrator Asset Configuration Save For Later Configuration Wait for Download Configuration Group Configuration Chapter 4: UI Automation Learning Objectives Sample Overview Activities Reference Use Application/Browser Configuration Go To URL Configuration Navigate Browser Configuration Highlight Configuration Take Screenshot Configuration Check App State Configuration Click Configuration Type Into Configuration Select Item Configuration Check/Uncheck Configuration Get Text Configuration Get Attribute Configuration Extract Table Data Configuration Hover Configuration Keyboard Shortcuts Configuration Get Active Window Configuration Maximize Window Configuration Minimize Window Configuration Hide Window Configuration Restore Window Configuration Move Window Configuration App/Web Recorder Chapter 5: Mail Automation Learning Objectives Sample Overview Desktop Outlook Setup File System Structure Activities Reference Use Desktop Outlook App Configuration Use Outlook 365 Configuration Use Gmail Configuration For Each Email Configuration Mark Email As Read/Unread Configuration Forward Email Configuration Save Email Attachments Configuration Save Email Configuration Send Email Configuration Send Calendar Invite Configuration Move Email Configuration Reply to Email Configuration Archive Email Configuration Delete Email Configuration Chapter 6: Word Automation Learning Objectives Sample Overview Word Setup Bookmarks Alt Text File System Structure Activities Reference Use Word File Configuration Save Document As Configuration Read Text Configuration Set Bookmark Content Configuration Replace Text in Document Configuration Append Text Configuration Insert DataTable in Document Configuration Replace Picture Configuration Add Picture Configuration Save Document as PDF Configuration Chapter 7: Excel Automation Learning Objectives Sample Overview Activities Reference Use Excel File Configuration Insert Sheet Configuration Rename Sheet Configuration Duplicate Sheet Configuration Delete Sheet Configuration For Each Excel Sheet Configuration Insert Column Configuration Text To Columns Configuration Delete Column Configuration Insert Rows Configuration Delete Rows Configuration Find First/Last Data Row Configuration For Each Excel Row Configuration Write Cell Configuration Create Pivot Table Configuration Format as Table Configuration Change Pivot Data Source Configuration Refresh Pivot Table Configuration Append Range Configuration Copy Range Configuration Clear Sheet/Range/Table Configuration Sort Range Configuration Auto Fill Configuration Fill Range Configuration Write Range Configuration Read Cell Formula Configuration Read Cell Value Configuration Format Cells Configuration Export to CSV Configuration Save Excel File Configuration Save Excel File As Configuration Save Excel File As PDF Configuration VLookup Configuration Filter Configuration Run Spreadsheet Macro Configuration Chapter 8: CSV Automation Learning Objectives Sample Overview Activities Reference Write CSV Configuration Append To CSV Configuration Read CSV Configuration Chapter 9: File Automation Learning Objectives Sample Overview Activities Reference Get Folder Info Configuration Folder Exists Configuration Create Folder Configuration Delete Folder Configuration Copy Folder Configuration Move Folder Configuration For Each File In Folder Configuration Compress/Zip Files Configuration Extract/Unzip Files Configuration Get File Info Configuration File Exists Configuration Create File Configuration Delete File Configuration Copy File Configuration Move File Configuration Write Text File Configuration Append Line Configuration Read Text File Configuration Chapter 10: Presentation Automation Learning Objectives Sample Overview File System Structure Activities Reference Use PowerPoint Presentation Configuration Copy Paste Slide Configuration Delete Slide Configuration Add New Slide Configuration Replace Text in Presentation Configuration Add Text to Slide Configuration Add Data Table to Slide Configuration Add Image/Video to Slide Configuration Add File to Slide Configuration Run Presentation Macro Configuration Save PowerPoint File As Configuration Save Presentation as PDF Configuration Part III: Prototypes Chapter 11: Product Data Entry Automation Learning Objectives Manual Task Overview Solution Design Initialize Process Emails Enter Data Send Confirmation Implementation Step 1: Setup App Templates DailyProcessing Samples Step 2: Create Project Step 3: Setup Project Notebook Step 4: Check Folder Structure Exists Step 5: Create New Folders Step 6: Process Emails Step 7: Save Email Details for Confirmation Step 8: Launch Inventory Management App Step 9: Fetch All Downloaded Files Step 10: Insert Processing Status Column Step 11: Enter Data & Update Status For Each Row Step 12: Move File to Processed Folder Step 13: Send Confirmation Emails Test Chapter 12: Invoice Generation Automation Learning Objectives Manual Process Overview Solution Design Implementation Step 1: Setup App Templates DailyProcessing Step 2: Create Project Step 3: Set Up Project Notebook Step 4: Initialize Step 5: Generate Invoices Step 6: Extract & Process All Orders Step 7: Filter Orders w/ Pending Invoices Step 8: Extract Orders Table Data Step 9: Process All Orders Step 10: Generate Invoice Number Step 11: Create Order Details Excel Copy Step 12: Create Invoice Template Copy Step 13: Extract Order Details & Generate Invoice Step 14: Extract Order Details Table Data Step 15: Generate Invoice for Current Order Step 16: Mark Purchase Order as Processed Step 17: Delete Temporary Order Details Excel Test Index Learn about Robotic Processing Automation (RPA) and how to build bots using UiPath. This book uses hands-on examples to explain the basics of UiPath and then walks you through real-world prototypes for testing your knowledge. Organizations around the world are implementing RPA in some capacity, and there is a shortage of RPA developers in the market. Analysts predict that the RPA market size will be worth $4 Billion by 2025. With UiPath as one of the three major players in the RPA market, professionals and students can use this book to get ahead of the curve. This book helps you kick-start your automation journey with a special focus on one of the most popular RPA tools: UiPath.__Robotic Process Automation using UiPath__ explains in detail the various features and functionalities of the RPA platform including development, debugging, and error handling. **What You'll Learn*** Create robots from scratch, using one of the market leaders in RPA * Develop automation apps and deploy them to all the computers in your department * Build, test and perform enterprise automation tasks with UiPath * Understand the key building blocks and components of UiPath * Apply UiPath programming techniques to deploy robot configurations * Review email Automation * Automate Excel and PDF interactions RPA developers and business users alike, bringing the power and skill set of automation to anyone interested in citizen-led development, specifically UiPath StudioX. The simple exercises and no-code platform require no prior programming or RPA knowledge to follow along with this beginner's guide. Learn about Robotic Processing Automation (RPA) and how to build bots using UiPath. This book uses hands-on examples to explain the basics of UiPath and then walks you through real-world prototypes for testing your knowledge. Organizations around the world are implementing RPA in some capacity, and there is a shortage of RPA developers in the market. Analysts predict that the RPA market size will be worth $4 Billion by 2025. With UiPath as one of the three major players in the RPA market, professionals and students can use this book to get ahead of the curve. This book helps you kick-start your automation journey with a special focus on one of the most popular RPA tools: UiPath. Robotic Process Automation using UiPath explains in detail the various features and functionalities of the RPA platform including development, debugging, and error handling. You will: Create robots from scratch, using one of the market leaders in RPA Develop automation apps and deploy them to all the computers in your department Build, test and perform enterprise automation tasks with UiPath Understand the key building blocks and components of UiPath Apply UiPath programming techniques to deploy robot configurations Review email Automation Automate Excel and PDF interactions