Creating a regular project

Automating simple inputs

This section explains how to automatically populate configurations.

• You can manually enter configuration values for various activity card properties.

• You can utilize variables to reuse the input values for other activity cards.

• You can imitate keyboard operations for making inputs.

Entering “Hello! RPA World” in Notepad

To implement a simple automation for running Notepad, by entering “Hello! RPA World” and closing Notepad, complete the following steps:

Running Notepad

1. In the Library window, drag the OpenApp activity card in the App library and drop it on the flow chart.

2. In the Command field of the Properties window, enter 'notepad.exe'.

3. Right-click the activity card to display the context menu and click Run. You can also press the F5 key or click Run on the toolbar.

When the activity is run, Notepad will be opened.

Entering “Hello! RPA World”

Drag the TextInput activity card in the App library and drop it on the flow chart. Double-click the right section of the activity and set the target for the text input. When the target object is identified, a border will be displayed in amber.

1. In the Library window, drag the TextInput activity card in the App library and drop it on the flow chart.

2. Double-click No Target on the activity card, hover the pointer over the text input field of the opened Notepad window, and then click to assign the text input field as the target after a red border has been displayed around it.

3. A pop-up window will be displayed to ask you whether to index the target. Click NO because we will be running only one app in this scenario.

4. In the Input Text field of the TextInput property, enter 'Hello! RPA World'.

Closing Notepad

1. In the Library window, drag the CloseApp activity card in the App library and drop it on the flow chart.

2. In the Properties window, enter the PID or name of the app to close in the [Input] PID field. For the PID of the app to close, refer to the [Output] PID field of the OpenApp activity card properties.(Ex.: “RESULT”)

The completed flow chart of the automated process to run Notepad, enter “Hello! RPA World,” and close Notepad is as follows:

Utilizing a variable

After running Notepad and entering “Hello! RPA World,” store the input value in a variable, and then, enter the value stored in the variable after opening another Notepad. To implement an automation scenario utilizing a variable, complete the following steps:

Running Notepad

Entering “Hello! RPA World” in Notepad > Running Notepad.

Entering “Hello! RPA World”

Entering “Hello! RPA World” in Notepad > Entering “Hello! RPA World”.

Defining a variable to store input value

In the Variables tab at the bottom of the Designer screen, define an Any type, Normal variable to store the input value.

Storing the input value in the variable

In the Library window, drag the GetText activity card in the App library and drop it on the flow chart. Then, in the Properties window, enter the variable name, 'this.lv_greeting' in the [Output] Result field. When the GetText activity card is executed, the result is stored in the variable named “lv_greeting.”

Running a new Notepad

1. In the Library window, drag the OpenApp activity card in the App library and drop it on the flow chart.

2. In the Command field of the Properties window, enter "notepad."

3. Right-click the OpenApp activity card to display a context menu and click Run to here. Then, ensure that first through the current activity cards are operated properly.

Entering the value stored in variable in the new Notepad.

1. In the Library window, drag the SetText activity card in the App library and drop it on the flow chart.

2. In the Properties window, enter the value for the “lv_greeting” variable in the Input Text field. (Input value: this.lv_greeting)

When you run the process by clicking Run on the toolbar, two Notepad apps will be open and the first input value will be stored to the variable for the next input.

Closing all open Notepad apps.

1. In the Library window, drag the CloseAll activity card in the App library and drop it on the flow chart.

2. In the Properties window, enter the PID or name of the app to close in the Application field.

When the flow chart becomes too long horizontally, you can arrange the activity cards vertically as follows.

Making an input by imitating keyboard operation

Refer to the following instructions to create an automation scenario to open Notepad, input “ABCDEFG,” copy and paste the input value using the “Ctrl+A” (select all), “Ctrl+C” (copy), and “Ctrl+V” (paste) key operations, and then close Notepad.

Running Notepad

Entering “Hello! RPA World” in Notepad > Running Notepad.

Entering “ABCDEFG” and making a line break.

1. In the Library window, drag the KeyInput activity card in the App library and drop it on the flow chart.

2. In the Properties window, click (REC button) next to the Key Events field. The button turns gray when the recording begins.

3. Enter letters “A,” “B,” “C,” “D,” “E,” “F,” and “G”, and then press “Enter” to break the line.

Selecting all, copying, and pasting

1. In the Library window, drag the KeyInput activity card in the App library and drop it on the flow chart.

2. In the Properties window, tap on the option Click here to add new item, fill in the KeyCode and Type fields, and then enter the keyboard events in order.

When you run the process up to this point, the following input will be made in Notepad.

Closing Notepad

1. In the Library window, drag the CloseApp activity card in the App library and drop it on the flow chart.

2. In the Properties window, enter the PID or name of the app to close in the [Input] PID field.

3. Set the Force property to select whether to forcibly close the app. If you enable this feature, the app will be forcibly closed regardless of the saving status.

Automating mailing

This section explains how to automatically send mail.

Sending mail through Google mail (Gmail)

Log in to your Google account, enter the recipient, subject, content, and then send email.

Opening the Google page

Open the Chrome browser and access “google.com.”

Logging In

Enter the ID, password and log in to your account.

Accessing the Compose page

Click Gmail > Compose to open the “New Message” window.

Writing email

Enter the recipient’s email address, message subject, and content.

Sending email

After completing the composition, click Send to send the email message.

Automating data editing

You can automate data editing features, such as data input, data copy, and data filtering on Microsoft Excel.

Editing data on Microsoft Excel

On Excel, edit data with the data input, data copy, worksheet creation, and filtering features and save the edited data.

To create, edit, and save an Excel file, complete the following steps:

Creating and opening an Excel file

1. In the Library window, drag the CreateExcel activity card in the Excel library and drop it on the flow chart to create a new Excel file.

   • In the Path field of the Properties window, specify the path to save the newly created file, including the file name and file extension (Ex.: ‘K:\\My files\\RPAExample.xlsx')

2. In the Library window, drag the OpenExcel activity card in the Excel library and drop it on the flow chart. Then, in the Path field of the Properties window, enter the path specified for the CreateExcel activity card.

Entering and copying data

1. In the Library window, drag the WriteRange activity card in the Excel library and drop it on the flow chart. Then, enter data in the DataArray field of the Properties window.

   • You can click to open the "DataArray Property Value Editor" pop-up window and enter table-type (Array2D Type) data.

2. In the Library window, drag the CopyRange activity card in the Excel library and drop it on the flow chart to copy the data in the selected range.

   • In the SheetName field of the Properties window, enter the name of worksheet that contains the data to be copied. Then, in the Range field, enter the range of cells to be copied.

Pasting data in a new worksheet

1. In the Library window, drag the CreateWorkSheet activity card in the Excel library and drop it on the flow chart. Then, in the SheetName field of the Properties window, enter the name of the new worksheet.

2. In the Library window, drag the PasteRange activity card in the Excel library and drop it on the flow chart to paste the value copied with the CopyRange activity card.

   • In the SheetName field of the Properties window, enter the name of the worksheet newly created with the CreateWorkSheet activity card. Then, in the Rang field, enter the range specified for the CopyRange activity card.

Applying filters and saving the file

1. In the Library window, drag the SetFilter activity card in the Excel library and drop it on the flow chart. Then, set specific filtering conditions.

   • Ex.: For cell 'A1’ on the 'NewSheet’ worksheet, apply a filter for ‘4’

   • In the FilterQuery field, enter ‘4’ as the filtering condition, and in the SheetName and FilterCell fields, specify the target worksheet name and the cell to apply the filter, respectively.

2. In the Library window, drag the SaveExcel activity card in the Excel library and drop it on the flow chart to save the Excel file.

When you run the process, you can see that an automated data editing is operated with an Excel file as follows:

Creating a process flow

A process flow is a combination of multiple existing processes to define the order and flow of processing.

You can compose a process flow with processes that have been distributed to the server. For more information about distributing a newly created process to the server, see Distributing to the server.

A process flow cannot be run directly on a PC. You must distribute it to the server before you can assign it to a bot and run it. For more information, see Process flow.

Automating mailing

Prerequisite conditions for creating an automated process flow

• Before you can add processes to a process flow, the process to add must be distributed to the server and approved by the administrator in advance.

To create a process flow for automated mailing, complete the following steps:

1. Create a new process flow.

2. Search for the process to add, right-click it, and then click Add Process.

Two processes have been added in the following example. (MyProcess, GoogleNews_Process)

3. Use the CallProcess activity card to run the first process.

4. After defining the first process, add the WaitForMultipleEvents activity card to specify the event (process) to wait for.

5. Distribute the completed process to the server and assign it to a bot for execution.

After the bot has successfully executed the process flow for automated mailing, you can see that an automated email has been received as follows.

Creating a Headless Project

A headless project is used to run an automated process in the background without occupying the screen. A headless project can process up to 10 tasks in parallel without occupying the screen, and is capable of processing a massive amount of data. For more information, see Headless project.

Automating data editing

You can use the example project previously created in Automating data editing to convert it into a headless project.

On Excel, edit data with the data input, data copy, worksheet creation, and filtering features, and save the edited data.

1. In the menu, you can click New > New Headless Project to create a new headless project.

2. Compose the project.

   • The automation processes and property setting procedures are identical to those for the regular project. For more information, see Creating a regular project.

3. Complete process creation and click Run. The automated process will be run in the background.

   • The automated process will continue to run while you perform other tasks on your PC.

When the automated process is complete, "Run Result : PASS” will be will be displayed on the “Output” tab.

4. Check to ensure that the Excel file has been created in the specified folder, and that the data editing has been properly performed.