Automating tasks by using UiPath processes

As an application business analyst, automate tasks and repetitive actions, such as onboarding employees, scheduling systems, and data processing, by using the UiPath Robotic Process Automation (RPA) processes. To trigger an UiPath RPA process, create a process in your application by using the Run UiPath Process element in the Process designer.

The following image describes the actions to automate a task by using a process in UiPath:

Learn about how to create or use a process in UiPath inCreating a Basic Process .

Before you begin

Make sure that an administrator has configured a webhook callback and UiPath connector.

To create a process to use a UiPath RPA process

1. Log in to BMC Helix Innovation Studio.
2. Navigate to the Workspace tab, and select the application in which you want to create a process.
3. In the application, select Processes, and click New.
4. In the Process designer, drag the Run UiPath Process element to the canvas.

5. In the element Properties pane, enter the values of the following input properties:

   Property	Description
   Connection ID	Connection ID of the UiPath connector.
   Process name	Name of the UiPath process that you want to trigger.
   Jobs Count	Number of times you want to run a job that is to run the UiPath process. Learn about jobs in UiPath at About Jobs.
   (Optional) Job Priority	Job execution priority. Specify any one of the following priorities: Low Normal High Learn about job priorities in UiPath at About Jobs.
   Strategy	Specifies the robots to run. You must specify the value as ModernJobsCount.
   (Optional) Runtime Type	The supported value is Unattended. You cannot change this value. Learn about runtime types in UiPath at Managing Jobs.
   Parameters	Parameters for the process. Important: The supported data types are String, Number, Integer, Boolean, and Date.

   The Run UiPath Process output property is JSON that provides the response and status of the UiPath process. For example:

   out "{startedJobs=[{\"Id\":\"57566841\",\"Key\":\"24cb74f5-3628-4368-b9d9-c9b70fdf3f4a\",\"State\":\"Pending\",\"Info\":null,\"Source\":\"Manual\",\"SourceType\":\"Manual\",\"InputArguments\":\"{\\\"arg2\\\":\\\"MishiByCode\\\",\\\"arg1\\\":\\\"SwethaByCode\\\"}\",\"OutputArguments\":null}]}"
   
6. If required, add the other process elements and specify the flow of execution that you want to create for your business logic.
7. Save the process.

Example: Automating the task of uploading expenses by using a UiPath RPA process

Ajay is an application business analyst at Calbro Services. He wants to automate the task of uploading expenses by using an UiPath RPA process so that minimal manual intervention is required to complete the task. Ajay performs the following actions to create a process to trigger the UiPath RPA process that performs the task:

1. Create the process as shown in the following image:
   
2. Add the process properties to map the UiPath process input variables as shown in the following image:
   
   
   
3. Add Create Document properties as shown in the following image:
   
   
   1. To add a document, select the UiPathParams document definition as shown in the following image:
      
   2. To add values for the document nodes, click Add/Remove Document Nodes, and select the key and value check boxes of nodes as shown in the following image:
      
4. Add Run UiPath Process properties as shown in the following image:
   
5. Save the process.

Example: Using UiPath callback to receive notifications about process completion

Ajay is an application business analyst at Calbro Services. He automates a task by using an RPA process in UiPath. He wants to receive a notification about the process completion. Ajay performs the following actions to automate the task and receive notification about the completion or failure of the task:

1. In your application, create the following process to automate the task:
   
   
   1. Add the process properties to map the UiPath process input variables as shown in the following image:
      
      
      
   2. Add Create Document properties as shown in the following image:
      
      
      1. To add a document, select the UiPathParams document definition as shown in the following image:
         
      2. To add values for the document nodes, click Add/Remove Document Nodes, and select the key and value check boxes of nodes as shown in the following image:
         
   3. Add Run UiPath Process properties as shown in the following image:
      
   4. Add Receive Task properties as shown in the following image:
      

1. 1. Add Timer properties as shown in the following image:
      

1. 1. Add Send In App Notification properties as shown in the following image:
      

1. 1. Add Send In App Notification properties as shown in the following image:
      
   2. Save the process.

1. Create the following rule that is triggered by the UiPath callback:
   

1. 1. Add the following Trigger properties:
      
   2. Add the following Qualification properties:
      

1. 1. Add the following Signal Process properties:
      
   2. Save the rule.

Related topics

Creating-a-document-instance

Process-variables-and-data-types

Managing-processes-by-using-the-Manage-Processes-dashboard