UiPath REFramework Exercise

ACME Vendor Check Bot

This repository hosts an UiPath automation solution designed to address the REFramework exercise outlined in the requirements below.

Instructions

In this exercise, you will create a UiPath automation that performs the steps below.

To achieve this, you will use the Robotic Enterprise Framework (REFramework) as the starting template and follow the UiPath development best practices.

Here are the steps performed by the Robot:

1. Login to https://www.acme-test.com
2. On the landing page, Dashboard, click or hover the Vendors menu item and then on Search for Vendor. Click on Display All Vendors. Scrape the data from the whole table displayed. The resulting datatable will be used as the input data for the process. Navigate back to the dashboard.
3. For each Tax ID:
   • Navigate to Vendors – Search page (click or hover over the Vendors menu item and then click on Search for Vendor);
   • Type the Tax ID into the Vendor Tax ID field;
   • Click on Search;
   • Extract the values for Vendor, City and Country and compare them with the values from the previously extracted table from the Display All Vendors page (check for EXACT match for all fields!);
   • If the values are not matching, this should be categorized as a Business Rule Exception;
   • If the City does NOT belong to the group {“Paris”, “Bucuresti”, “Moscow”, “Stuttgart”,“Koln”}, this should be categorized as the second Business Rule Exception. We can only process requests from these cities. Check the City value extracted after the individual Tax ID search;
   • If no Business Rule Exception, Append the resulting datatable from each page into an Excel worksheet; you shouldn’t worry about the headers and format of the output file.

Constraints to follow in the development, using the REFramework:

1. TransactionItem datatype should be a DataRow. The process should recover and retry 2 times in case of errors in navigation between the Vendor Search and Vendor Search Results pages. One transaction is the action of navigating to the Vendor Search page, searching for the TaxID and scraping the values from the resulting one row table.
2. Create a separate workflow file for the Login to ACME. File input arguments: URL <String>, Username <String>, Password <SecureString>.
3. Create a separate workflow file closing ACME.
4. Add the ACME_URL and ACME_Credential to the Excel Config file.
5. Populate InitAllApplications.xaml from the Framework folder with Invoking the Login to ACME.
6. Populate CloseAllApplications.xaml from the Framework folder with Invoking the Close ACME.
7. Populate KillAllProcesses.xaml from the Framework folder with killing the process used.
8. Populate the Process.xaml file with the following actions: Navigation, Searching for TaxID, Scraping, Checking if the values match, Checking for correct city, Appending to Excel.

Important Note: Don’t use external file references outside of the project folder (including Orchestrator Assets). Place all the used files within the project folder only.

You can check out the automation demo video for the solution below:

ACME.Vendor.Check.mp4

Installation

Before installing UiPath Softwares, please make sure your system meets the hardware and software requirements outlined in the UiPath documentation.

The Uipath Platform includes the following tools:

• UiPath Studio
• UiPath Assistant
• UiPath Automation Cloud, including UiPath Orchestrator

To run this project successfully, please follow these steps to install UiPath Studio:

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Step 1 : Visit uipath.com and click Try UiPath Free button.

Step 2: Sign up for a personal account.

Step 3: Verify your account in email.

Step 4: Log into the UiPath Automation Cloud using your account, and click the Download Uipath Studio button.

Step 5: Click Sign in.

Step 6: Select UiPath Studio Pro.

Step 7: Follow the system instructions to complete the installation of UiPath Studio Pro.

Please also follow these steps below to connect your local machine to the UiPath Automation Cloud for deploying this workflow (if desired):

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Step 1: Sign up and log into UiPath Automation Cloud.

Step 2: Add a Tenant.

Step 3: Edit the user and assign the Automation Users role to grant them permission to execute processes.

Step 4: Go to the Orchestrator interface and click on Tenant in the left pane.

Choose Folders and then click the + icon to create a new folder.

Step 5: Navigate back to Tenant interface and follow the steps below to start adding an Automation User for Unattended Robot in Manage Access.

a) Scroll down to locate the target user, then assign the Automation User role to grant them the necessary permissions. Click Next button to move on to the next page.

b) In the Personal automations setup page, select the options to Enable user to run automations and Create a personal workspace for this user and enable optimal Studio Web experience, then click on the Next button.

c) On the Unattended setup page, check the option to Enable this user to run unattended automations, choose Specific Windows credentials for local machine connection to Orchestrator, provide Domain\Username of your user account on local machine (which can be found by executing whoami in Command Prompt), and enter the Password for accessing your local machine. Finally, click on the Update button.

Step 6: Now, go to the Machines page where you should see the workspace machine for the target user already created. Click the ellipsis to select Edit Machine.

Enter 1 for both the Production (Unattended) and Testing fields, then click the Update button.

Step 7: Now return to the newly created folder, choose the Machines menu, and click Manage Machines in Folder button to assign the machine you just configured to the folder.

You should now have both the User and Machine assigned to the new folder.

Step 8: Open UiPath Assistant and click Sign In. If you see the green circle in the top right corner, you’ve successfully connected your local UiPath Studio to the UiPath Automation Cloud.

You can confirm the connection by opening UiPath Studio and checking for a green circle at the bottom.

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To publish a process from UiPath Studio to Orchestrator, switch to the new folder you just created in the Orchestrator, and then click to Publish the process as a package.

To learn more about other best practices on Orchestrator, please refer to the Orchestrator User Guide.

Usage

To run the RPA workflow on your local machine, follow these steps:

1. Either download this repository to your local machine or clone it directly within your UiPath Studio.
2. Open the UiPath Studio software on your machine.
3. Locate and open the Main.xaml file from the downloaded repository in UiPath Studio.
4. Run the Main.xaml file to start the RPA process.

Acknowledgement

I would like to express my gratitude to the UiPath community for providing resources, tutorials, and a platform for automation enthusiasts to learn and collaborate.

License

This project is licensed under the MIT License, which means you're free to modify, distribute, and use the code in your own projects.