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:

22_1_Automating_processes_UiPath (1).png

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. For more information, see Adding-a-UiPath-connector-configuration.

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.
    Select the process from the Process Name list.

    Important: The values in the list are fetched from the server configured in the respective connector.

    Jobs Count

    The 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 Apex Global. 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:

Step

Description

Example

1

Create the process.

22_1_UiPath process.png

2

Add the process properties to map the UiPath process input variables.

22_1_UiPath process properties.png

3

Add Create Document properties.

22_1_UiPath create doc.png


a. To add a document, select the UiPathParams document definition.

22_1_UiPathBotParams.png


b. To add values for the document nodes, click Add/Remove Document Nodes, and select the key and value check boxes of nodes.


22_1_UiPath add doc nodes.png

3

Add Run UiPath Process properties.

22_1_Run UiPath process.png


4

In the UiPath Process Properties, select the process from the Process Name drop-down list.

22_1_Ui_Path_Process_Name.jpg

5

Save the process.


Example: Using UiPath callback to receive notifications about process completion

Ajay is an application business analyst at Apex Global. 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:

Step

Description

Example

1

In your application, create the process to automate the task.

22_1_UiPath callback process.png


a. Add the process properties to map the UiPath process input variables.

22_1_UiPath process properties1.png


b. Add Create Document properties.

22_1_UiPath create doc1.png


i. To add a document, select the UiPathParams document definition

22_1_UiPathBotParams1.png


ii. To add values for the document nodes, click Add/Remove Document Nodes, and select the key and value check boxes of nodes

22_1_UiPath add doc nodes.png



c. Add Run UiPath Process properties.

22_1_Ui_Path_Process_Name_Example.jpg


d. Add Receive Task properties.

22_1_UiPath receive task.png


e. Add Timer properties.

22_1_UiPath timer.png


f. Add Send In App Notification properties.

22_1_UiPath send notification1.png


g. Add Send In App Notification properties.

22_1_UiPath send notification2.png


h. Save the process.


2

Create the rule that is triggered by the UiPath callback.

22_1_UiPath callback rule.png


a. Add the Trigger properties.


22_1_UiPath callback rule trigger.png


b. Add the Qualification properties.

22_1_UiPath callback qualification.png



c. Add the Signal Process properties.

22_1_UiPath callback signal process.png


d. Save the rule.



 

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