UiPath Studio – Workflow Design

Last updated on Jan 15 2023
Prabhas Ramanathan

Table of Contents

UiPath Studio – Workflow Design

It is essential for Robotic process automation (RPA) products to offer their users a tremendous experience. a method to try to this is often to form visual workflow automation straightforward and intuitive. UiPath is providing automated workflow design which may be used without programming knowledge.

Layout Diagrams

We can integrate activities into workflow design while developing a workflow file using Layout diagram. UiPath basically provides us the subsequent three layout diagrams with the assistance of which we will integrate activities into workflow design −

Flowchart

A flowchart may be a graphical representation of a process during which each step is represented by different symbols connected with arrows
Flowchart is one among the simplest among the three layout diagrams of UiPath workflow because it’s flexible and have a tendency to get out a workflow in two-dimensional manner. they will showcase decision points within a process very efficiently due to their visual appeal.

Sequence

Mostly used layout diagram in UiPath workflow design is sequence. A sequence may be a simple linear representation that generally flows from top to bottom, and tells the order during which commands are to be executed.
Sequences are best in simple scenarios when activities pursue one another. the foremost important thing about sequence is that they’re very simple and straightforward to know.

State Machine

State machine may be a complex structure that stores the status of something at a given point of your time. It are often finite or infinite in nature. State machine are represented by using state diagrams or in other words they’re flowcharts with conditional arrows called transitions. Structures like state machines are best fitted to a typical high-level process diagram of transactional business process templates.

Type of Decision

Decision, the action or process of deciding something, is another vital a part of workflow design. it’s the choice that permits the Robot to react differently in various conditions in processing and application interaction. Visual structure and readability of a workflow are vital and sort of decision chosen would have an enormous impact on an equivalent.
The followings are sorts of decisions we will implement during a workflow −

If Activity

This is the foremost simple sort of decision which may be understood whether you’ve got knowledge of programming or not. Related with real world situations, the if activity has one statement and two conditions namely Then and Else. The “Then” condition would be executed if the statement is true; otherwise the Else condition would be executed.
In UiPath workflow you’ll search ‘if’ activity from activity panel and add it by drag & drop. Basically the ‘if’ activity splits a sequence vertically and best fitted to short linear branches. Following screen shot will give an insight about ‘if’ activity −

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Switch Activity

As the name suggests, the switch activity supported the worth of a specified expression enables us to pick one choice among the given many multiple choices. we will use switch activity with the ‘if’ operator to streamline and compact an ‘if’ cascade with various conditions and activities per branch.
It is also useful to categorize data consistent with a custom number of cases. for instance, we will use switch case to store data into multiple excel sheets.
You can look for switch activity from activity panel and drag & drop to the workflow design. the subsequent screenshot will offer you an insight of it −

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The Switch activity, by default, uses an integer argument; we will also change it to Boolean, Object, String etc. from the Properties panel under Type Argument list as shown in following screenshot −

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Flow Decision

Flow decision or just decision is an activity that executes one among the 2 branches, by default named TRUE or FALSE. The execution will depend on whether the required condition is met or not. we will change the names of the branches within the Properties panel.
Flow decision is essentially like the If activity and may only be utilized in a Flowchart. we will search flow decision from activity panel and use it in flowchart by drag & drop. the subsequent screenshot gives an insight about flow decision.
You can notice, in black highlighted square, from the screenshot that flow decision is under the activity panel and have two branches namely TRUE and FALSE whose title are often changed from the properties panel.

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Flow Switch

Flow switch is an activity that splits the control flow into three or more branches. Among them, just one are going to be executed and therefore the execution will depend on whether the required condition is met or not. we will connect quite 12 cases by starting more connections from an equivalent switch node and therefore the connected activities are automatically numbered where the primary one would be the default case.
We can change the names of cases from property panel. the subsequent screenshot gives an insight about flow switch activity −

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Naming Conventions

While working in UiPath, we must need to assign names to workflow files, activities, arguments and variables. The names we offer must be meaningful in order that their usage are often accurately describe the project and therefore the tasks involved.
To give meaningful names, UiPath provides us the subsequent naming convention which is suggested to follows −
• Variables names must be in upper CamelCase. Example: FirstName, LastName etc.
• Arguments should even be in upper CamelCase alongside the prefix showing the sort of argument. Example: in_FileName, out_FileName, io_DivideByZero etc.
The names of the activities must reflect the action taken. for instance, click the Delete button.
• The workflow name should have the verb that describes the working of the workflow. Example: TakeScreenshot, ProcessTranslation.
Proper naming of activities, variables also arguments reduce the trouble to read and understand the project.
So, this brings us to the end of blog. This Tecklearn ‘UiPath Studio – Workflow Design’ blog helps you with commonly asked questions if you are looking out for a job in Robotic Process Automation. If you wish to learn RPA and build a career in Robotic process Automation domain, then check out our interactive, Robotic Process Automation using UiPath Training, that comes with 24*7 support to guide you throughout your learning period. Please find the link for course details:

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Tecklearn’s Robotic Process Automation training using UiPath will prepare you for UiPath’s RPA Developer Advanced Certification Exam so that you can drive RPA initiatives in your organization. RPA training and certification is a comprehensive course for mastering Robotic Process Automation, different tools in RPA, the life cycle of RPA, deploying the UiPath tool, UiPath Studio, invoking a UiPath workflow, Citrix automation, automating the virtual environment and more through hands-on projects and case studies.

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• Robotic Process Automation is being heralded as one of the booming industries in today’s digitally-driven economy. Every industry including banking, finance and information technology can immensely benefit from the RPA industry

What you will Learn in this Course?

Introduction to Robotic Process Automation

• Why RPA?
• Industry Implementation of RPA
• RPA Growth Trends
• Different RPA Tools
• Types of Bots
• Why UiPath?
• UiPath Installation
• Getting Started with UiPath
• Project and Project Types
• UiPath Dashboard
• UiPath Overview

Important components of UiPath

• Introduction to UiPath Studio, UiPath Robot and UiPath Orchestrator
• Working with variables
• Managing control flow
• Excel Automation
• Gmail automation with UiPath

More about RPA

• Ui Path Studio Components
• Passing rogramming, Debugging and Exception Handling

Programming, Debugging and Exception Handling

• Programming Activities in UiPath
• Debugging errors in a UiPath Project
• Different ways of Error Handling in UiPath
• Browse through the log files related to UiPath Project

Connect Orchestrator with UiPath

• UiPath Orchestrator Overview
• Orchestrator activities

RPA Tools like REFramework

• Introduction to REFramework
• Purpose of REFramework
• Using State Machine Layout
• State Machine States
• Workflows Involved
• Exception Handling and Logging

Programming Activities Using Data Table

• Programming activities using Data Table
• Learn Data Table Structure, Comprehend Searching Method and Data Table Activities
• Create an environment and associate the workflow
• Creation of Collection
• Email Automation
• Understanding Sequence and Flowchart
• Automate Sending and Reading of Email Message

Data Scrapping

• Importance of Data scraping with UiPath
• Data scraping aspects: Taking screenshot, Activating, getting text, highlighting and selecting item, loading image and more

Desktop Automation

RPA Project

• Excel Operations Automation using Ui Path

UiPath Orchestrator

• Orchestrator Overview
• Orchestrator Account Creation
• Connecting a Robot
• Create an Environment and Associate the Robot
• Publish a Package
• Create a Process from the Package
• Running a Robot and Examine Logs
• Scheduling and Running of Unattended Robot

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