INSTRUCTOR: Hello and welcome to UiPath StudioX,
the tool for building your own automations
without prior programming experience required.
Today I'm going to show you how you can build your first task
automation.
Let's start by having a quick look around.
The Tools tab here is the place to go
to install extensions that enhance UiPath's automation
capabilities for different applications and web pages.
Make sure to install the extension
for the browser of your choice.
The Excel add-on is very useful when
you work with spreadsheets.
It allows you to indicate ranges and cells directly in Excel.
To install the extensions you need, just click them.
Now let's go back to the Start tab.
From here, you can browse for existing projects
stored on your machine, and even open the most recent ones
with a simple click.
This is also the place from where
you start a new automation either as a blank task or using
these templates that capture some of the most
common scenarios that you may encounter.
In our case today the blank project is enough.
So let's click it.
Give it a name, and hit Create.
Once it finishes creating, we can see the automation design
view.
This is the automation canvas.
Building automation is done by adding activities
in the main panel.
Think of activities as building blocks
for your automation replicating manual tasks
that you would normally do on your computer
like clicking typing or creating a folder.
We can add activities by dragging them into the designer
or by clicking the Plus button in the designer
and searching for them.
When you use the search function,
you'll see common scenarios besides the regular activities.
These are pre-built pieces of automation
meant to help you save time.
All right.
Today we're going to build a simple automation that
takes a name from a list in an Excel file
and enters it into a website to get the corresponding unicorn
name.
Then it takes the unicorn name and puts it
in the same excel file right next to the real name.
And because we have two rows in the Excel file,
it means that we need to repeat the steps two times.
Since we'll be using Chrome from the beginning,
we need to make it clear in the automation.
Let's add a use application or browser.
Notice that this is in the resources category
because it's not quite an activity in the sense
of it being a task that a user would do.
Instead it provides a scope for one or several actions
as you'll see right away.
Once added, click Indicate Application and choose Chrome.
And because the Chrome extension has been installed,
it's able to read information out of the browser,
including the URL that we're working with.
Besides Chrome, we're also using Excel.
And there's a resource allowing me to work with Excel files
similarly to the one used for Chrome.
This one is called Use Excel file.
Now remember that we were saying that we
need to repeat the same set of actions for each
of the items in the Excel file.
If we click the plus sign here, we
can take a look under common scenarios
where we have this repeat actions for rows.
If we click it, we get this Excel for each row activity
which does exactly this.
It's going to ask in what range.
Because I have the Excel extension installed,
it's able to read the content of the file without opening it.
So I can choose sheet 1.
Let's also check it has headers, meaning
that the first row in the range is the name of the column
and has no data to iterate through.
Next, let's enter the name into the text box on the web page.
We'll use it type into activity just like human users would do.
We'll click Indicate Target.
Notice that as I hover over various elements on the web
page, it's highlighting them in green.
These are all elements identified successfully
that I can work with.
I want to type the information into the Into your name text
box.
It's highlighted in green the text
box in which the name goes, but it's also
identified an anchor, the label that's associated with it.
The use of anchors makes the identification process
more reliable.
And this is a good anchor, so we can confirm it.
We've indicated where we want to type.
Now let's fill in the type this by clicking the plus icon here.
It's going to offer us several options, including
the current row in our Excel file.
The name is what we need.
So let's choose it.
So now we're typing the value from the cell
into that website.
We'll now need to do a click to submit it.
Click is also the name of the action that will use.
And will indicate the target.
That looks good.
The final thing that we need to do after clicking the button
is reading the value, the generated unicorn name
and saving it back into our Excel file.
We'll do this with a get text action.
It's going to ask us to indicate on screen the value
that we want to copy.
The target is the right one.
But it wasn't able to identify an anchor,
so it's asking us to do it.
We need something reliable like the your unicorn name label
here above.
This won't change.
So we can click confirm.
Then it's going to ask us where to save the text.
Let's save this back into the current row in the spreadsheet,
more specifically into the unicorn name column.
StudioX minimizes the application and starts running.
It types the name here, clicks the button,
and a new unicorn name is generated.
It does it twice and the automation is now finished.
When we go back to StudioX, we can see here
that the last run was successful.
Let's also check the Excel file.
Both unicorn names have been written here.
And that's how easy it is to automate
a task with UiPath StudioX.
If you're interested in learning more,
you can go back to the Home screen
and then to the Help tab.
There are links to many other resources, including
product documentation with lots of step by step tutorials
and UiPath academy with free courses,
including one on StudioX.
Thanks for watching.