Automation (RPA) Follow
The Automation (RPA) (RPA stands for Robotic Process Automation) allows you to create robotic process flow data. It allows you to automate many tasks instead of doing it manually.
For a video demonstration of how to create a RPA flow, click here.
Creating RPA process
1. On the left menu, click on Automation (RPA), then click on the “Add” button , located at the top of the Multi-step processes table.
The process wizard will be opened.
2. Enter the name for the process, then add a flow. It can be:
- Service: select an existing service from the Services. You may also checkbox the following:
Keep Alive | keeps the session open between steps. E.g.: normally you will use it when the next step is a partial service |
Handle Error | Handles service error and success |
Ignore Error | Ignores the error (if exists) and skip to the next step |
- External Service: inform an URL, the HTTP method (GET, POST, PUT, PATCH or DELETE), input (optional) and headers (optional).
- Condition: create a condition based on a previously step, then define what to do when the statement is true and/or false. The operator can be: =, !=, >, >=, <, <=, Contains, Empty, Not Empty and Is True.
- Send Email: send an email with subject, body message and attachment with an option to include parameter values. You can send to multiple emails by separated them by semicolon (;)
- File: allows you to manage a file, as below. You can check "Set as process input" so you will be able to change the file path during run time
Read | Read from file and return string |
Read from CSV | Read from file and return two dimensional array |
Write to File | Write content to file (on the backend) from a previous step. You can choose between Overwrite or Append. On the process input, if the file does not exist, it will create a new one |
Copy | Copy from one file to another location (on the backend) |
Delete | Deletes the file at the given path |
Export File | Copy the file content from the given path to the ServiceManager temp folder - and return a link to the file |
Export URL |
Copy the file content from an URL to the ServiceManager temp folder - and return a link to the file. You may enter a header as well |
- Loop: allows you to loop over a:
Parameter |
Loop over a parameter from a previous step |
CSV File | Loop over a two dimensional array file |
Table | Loop over a service which return many columns |
Condition | Loop will continue to run as long as the condition you define is true |
Iterations | Loop over the number of iterations you define |
List | Loop over a list separated by comma. E.g.: {"item":"1", "Qty":10,"Date":"26-jul-2020"},{"item":"2", "Qty":22,"Date":"27-jul-2020"} |
- JavaScript: create your own JavaScript functions.
3. In the following screenshot, an example of process that checks the value of an ID from an external API. If it matches, the title content is written to a file, otherwise, it will send an email informing about the error.
a. Service: an existing JS service that fetch data from an external API.
b. Condition: IF the Argument 1 (the ID output from the previous service) is equals to the Argument 2…
c. Then, write the title to a txt file (previously uploaded from the Admin -> Server files)
d. Otherwise, if there is an error, an email is sent to the desired email address with a subject and a message body.
4. On the bottom right side:
- Close: close the current process without saving (a popup window will ask if you are sure to close)
- Save: save the current process
- Publish: saves and publish the current process as service (JS) that can be used afterwards
- Test: test the current process
You can watch a demo here.
Viewing RPA process
Process name |
Name of the RPA process |
Published As |
Name of the RPA process as a JS service |
Modified |
Modification date |
Actions |
Details: View the RPA details, such as the steps, process inputs and outputs Edit: Edit the RPA process Duplicate: Create a copy of the RPA process Rename: Choose a different name for the RPA process Execute: Run a test of the published RPA process – now a JS service (it must be published before, otherwise a popup window will ask you to) |
You can also backup or delete a selected process or processes clicking on the Action button
Publishing as a Service
When you publish a RPA process, a JS service is created so you can use it afterwards on a RPA Trigger. For more information, click here.
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