This video shows how to set up a workflow using automation components in the RPA Desktop
Design Studio. Currency exchange rates are always changing. Rather than manually checking
these rates every day, let's create an automated currency exchange
rate converter workflow that pulls current rates and automatically enters them into a
spreadsheet. We begin by creating two new incidents for
extracting each currency conversion rate that we want to track.
The first incident will extract the conversion rate for pound Sterling to the US Dollar.
The second incident will extract the conversion rate for the Australian Dollar to the US Dollar.
Now that each incident has been submitted, we go to Flow Designer. Here,
the created flow picks the new incidents for currency conversion and adds them to the work
queue. Based on our Trigger, Table, and Condition,
we see that any incident with the word, currency, in the short description that is created or
updated will perform an action.
In this case, the action performed is Add Work item to Queue. Everything looks good.
Now we can check the work queue for the two currency converter incidents.
We navigate to List, then Queues, and select the Currency Converter Queue.
We can see the created bot process, as well as the items in the Currency Converter Work Queue.
The submitted Currency Converter work queue items are currently in Pending status.
The status of the items can be updated by using an unattended robot to execute an automation
file. Let's use the RPA Desktop Design Studio to
create an unattended automation that will extract the current currency exchange rates
from the currency site and update the status of the work queue items.
First, let's open the RPA Desktop Design Dtudio on the Windows machine and create a new
unattended automation.
We open the currency conversion website that will be used to source the currency conversion
rates. Next, we'll record the unattended automation by
selecting Launch Recorder and begin recording. From here,
we select the current currency rate for pound sterling to US
Dollar and Australian dollar to US Dollar.
Then we stop recording. The two currency rates that have been recorded are displayed under
Recorded actions.
Let's save the recording.
In this example, we're using an existing UniversalApplication, so we save the global
object as an existing one.
Now, we can match the recorded currency rates to the attributes.
When done, we can see the completed activity, which will then be part of the completed
unattended automation. We also see the activity that will enter the
currency exchange rates into the spreadsheet.
Let's publish the automation to RPA Hub. Now that we've completed the automation in
RPA Desktop Design Studio, we return to the RPA Hub to open the bot process for the
Currency Converter Automation Process.
Here, we can see several details about the bot process, and we can check the schedule by days,
hours, and minutes.
The newly created unattended robot will execute the automation that we just created based on
these defined schedules.
The Robot Calendar can be viewed on the Robot page.
The Robot Calendar can be used to manage and plan a robot's schedule across different time
zones in a single view.
The schedule looks right,
so now we can start the automation process!
The state shows as running, and our currency conversion rate website appears. To see if the
bot process is completed, we refresh again, and we see the process job is
successfully completed.
However, we still need to make sure the work order queue is successful as well,
so we navigate to Currency Converter Queue, click refresh, and see the state of the currency
converter work queue as successful.
Now, all that's left to do is verify both of the currency conversion rate numbers match, and
open the package file in our spreadsheet.
Everything looks good.
Finally, we open the automatically updated spreadsheet that contains the currency
conversion rates. And there are the updated currency conversion rates for pound Sterling to
US Dollar and Australian Dollar to US Dollar.
Now, we can check this data sheet for currency conversion rates instead of looking them up
manually. For more information, see our product
documentation or knowledge base. Or ask a question in the ServiceNow Community.