Summary article on how to create processes and use activities in UiPath.

Intended Audience

To systematically learn how to create processes and use activities in UiPath Studio
I want to review the contents of UiPath Academy Development Introductory to Elementary Course.
To systematically go through the UiPath articles in this blog

For those who fall into the above categories, I, who am involved in RPA development and operational planning, will explain in an easy-to-understand manner how to create processes in UiPath Studio, how to use activities, and tips for development.

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This site was created by translating a blog created in Japanese into English using the DeepL translation.

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Clickable Table of Contents

How to learn UiPath

UiPath Academy

UiPath Academy is a free online learning service for RPA provided by UiPath.

If you want to start learning UiPath, we recommend that you take the UiPath Academy first.

You can take the course by logging in from the “Register for UiPath Academy” link on the UiPath Academy website.
*You can log in with the account you created in the “Installing the free version of UiPath” section.

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The detailed login procedure and recommended courses are written in the following article

UiPath course on Udemy

If you want to learn more practical robotics than the UiPath Academy, I recommend the UiPath course on Udemy, although you will have to pay for it.

By taking Udemy’s UiPath course, you will be able to expand the depth and breadth of your development skills and create a stable working robot.

Please refer to the following article for recommended courses and other information.

How to create a process in UiPath Studio

A program created in UiPath Studio is called a process.

A process can be created by following the steps below.

Launch the UiPath Studio application
Click on New Project Process.
Fill in the fields in the “New Empty Process” section and click [Create].
In the workflow creation screen, place each activity and save it.

For more information, see the following article.

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What is UiPath?　If you would like to learn about UiPath products and how to learn them, please refer to the following articles.

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For more information on how to install the free version of UiPath Studio, please refer to the following article.

Related Articles How to install the free UiPath Studio

Use of flowcharts and sequences

When creating a process in UiPath Studio, the first question that arises is whether to use a flowchart or a sequence.

The recommendation is to create a sequence on a flowchart.

Placing the flowchart first makes it easier to understand the overall flow of the process and increases readability.

For more information, see the following article.

About Variables

What is a variable?

A variable is a box that stores numbers, strings, etc.

Also, variables have a “type” that indicates what they contain.

You can do most of the development by just learning the variables and frequently used types: String, Int32, Boolean, DateTime, Array, List, and DataTable.

For more information, see the following article.

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If you are inexperienced in programming, it is difficult to understand the types, but just learning the types will broaden your development, so please try again and again.

Manipulating Arrays

There are three types of arrays: Array, List, and Dictionary.

The difference between Array and List is that Array does not allow you to add elements, while List allows you to add elements.

Dicitonary differs from Array and List in that the elements are specified by keys.

	Number of elements	The value of the element	How to retrieve the data
Array	fixed	Changeable	numeric value specification
List	variable	Changeable	numeric value specification
Dictionary	variable	Changeable	Key designation

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Array does not allow adding elements, so List is easier to use when retrieving data by specifying numbers.

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If you want to retrieve data by specifying a key, use a Dictionary.

For detailed information on how to use arrays, please refer to the following article.

Frequently used activities

UiPath development uses activities, but because there are so many activities, it is easy to get confused about what to use.

Some of the most frequently used activities are as follows

Sequence
Assign
If
Click
Write Range
Read Range
For Each Row
For Each

For other frequently used activities, please refer to the following articles

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There are many activities in UiPath, so you should learn the activities in the above article first.

Common Processing Processes

Separate processes by conditional branching.

The “If”, “Switch”, “Flow Decision”, and “Flow Switch” activities are used to divide the process according to conditions.

“If” and “Switch” can be used in both flowcharts and sequences, but they do not allow you to go back to the previous activity.

“Flow Decision” and “Flow Switch” can only be used in flowcharts to go back to the previous activity.

For more information, please refer to the following article

loop processing

The repetition process uses the “Repeat Number Of Times”, “For Each”, “For Each Row”, “While”, “do While”, and “Flow Decision” activities.

For more information on the features and usage of each activity, please refer to the following article.

Related Articles About UiPath Looping activities

Processing of reading and writing in Excel

There are two patterns of working with Excel: using activities for Excel, or opening an Excel file and using clicks and keyboard.

Also, there are some activities for Excel that require Excel to be installed and some that do not.

The recommended way to do this is to use the activities under [App Integration > Excel], which are more stable in process execution and have more operations available.

Related Articles Reading and writing Excel in UiPath.

Read, output, search, write, and delete operations on data tables

There are three main ways to load a data table.

Create and load on Workflow
CSV reading
Reading Excel files

For specific information on how to read, output, search, write, and delete data tables, please refer to the following articles

Working with files and folders

The functions and activities used to manipulate files and folders are as follows

“System.IO.Directory.GetFiles” function to get a list of files in a specific folder.
“Move File” activity to move or rename a file.
“Start Process” activity to open the specified file or folder.
“Create Folder” activity to create a folder.

Please refer to the following article for specific instructions

Open and close the browser.

To operate the UI in browsers other than IE (Chrome, FireFox, Edge), you need to install an extension.

For information on how to install extensions and basic operations to open and close the browser, please refer to the following articles

Get text from web pages, data scraping

Use “Get Text” to get some text data from a web page, and “Get Full Text” to extract the text and its information.

Data scraping is used to retrieve tabular data from web pages.

For specific implementation instructions, please refer to the following article.

How to modify selectors, specify variables, anchors, and find elements

The selector is a concept that is difficult to understand because it is a unique way of specifying UI elements in UiPath, but it is unavoidable for creating a robot that is resistant to change.

For more information on how to modify selectors, specify by variable, relative, anchor, or find element, please refer to the following articles

Sending and receiving email

There are several ways to send and receive email: application specific (Outlook), service specific (Microsoft365, Exchange, IBM Notes), protocol specific (IMAP, POP, SMTP), and UI manipulation (manipulate any software or webmail).

For specific instructions on how to send and receive email, please refer to the following article.

Retrieve text data from PDF files

Use “Read PDF Text”, “Get Full Text”, or “Read PDF With OCR” for activities to extract the full text of a PDF file.

Activities for extracting partial text from PDF files are “Get Text”, “Get Visible Text”, “Anchor Base”, and “CV Get Text”.

For more details on how to retrieve text data from PDF files, please refer to the following article

Error handling with try-catch and retry scope

In UiPath Studio development, error handling can be implemented to ensure stable operation of the robot.

The following article explains how to handle errors with “Try Catch” and “Retry scope” and “Throw”.

Orchestrator (robot management server)

Orchestrator features and benefits

UiPath Orchestrator is an RPA tool that centrally manages robots.

With UiPath Orchestrator, you can centrally manage robot monitoring, package distribution, scheduling execution, and log management.

For more information about UiPath Orchestrator’s features, benefits, configuration, and deployment, please refer to the following articles.

Development Chips

String-related operations

String operations use +, Length, Substring, Replace, ToString, Split, etc.

See the following article for more details.

String checking is done using IsNullorEmpty, Contains, Equals, etc. For more details, please refer to the following article

Date and time manipulation

String type is used for string variables, Int type for integer variables, and DateTime type for date and time variables.

Using the DateTime type, you can easily calculate and compare dates.

Please refer to the following article for the specific code.

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＼Save during the sale period!／

Take a look at the UiPath course on the online learning service Udemy

*Free video available

Click here for the official Udemy website.

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F-Pen

Japanese IT engineer with a wide range of experience in system development, cloud building, and service planning. In this blog, I will share my know-how on UiPath and certification. profile detail / twitter:@fpen17

Summary article on how to create processes and use activities in UiPath.