🌺 Women in Automation Program: Become a Citizen Developer with UiPath StudioX Session 2

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In this session you will kick-start your Citizen Developer journey by running your first Ui (user interaction platform) automation. You will learn how to automate data related processes involving online platforms. Then you will transfer and manage that data in an internal application. 🌺 About this event: Hello & welcome to Women in Automation Series! Introduction to User Interface automation Getting familiar with StudioX activities for UI automation Create purchase orders with UiPath StudioX Q&A 😊 👨‍🏫 Your UiPath MVP trainers: Thomas Janssen, Lead Cognitive Consultant @Node1, Youtuber & StudioX Expert Trainer Sylvain Boutie, CEO & Co-Founder @MyLittleBot

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• Make sure UiPath has been installed
• Ensure you installed the Chrome browser extension
Before we start..

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Navigate to: https://www.rpa-unlimited.com/youtube/studio-x-create-purchase-
order/index.php
1) Add a new Purchase Order to the system
2) Click on the button to remove the newly created PO
Let’s try this ourselves!

8
1) Create a new project in UiPath Studio X – Purchase Order Creation Bot
2) Download the sample excel sheet and store it in the project directory
3) Follow the instructions to create your robot!
Let’s now create a robot!

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1. Add a Use Application / Browser and specify the website to be used
2. In the Use Application / Browser, add a For Each Excel Row (enable has
headers)
3. In the For Each Excel Row add a Type Into activity to type the PO name
4. Below the Type Into, add another Type Into to type the PO Creator
5. Below the Type Into, add another Type Into to type the PO amount
6. Add a Select Item to select the correct vendor
7. The date requested is always the first day of the month of the date
mentioned in the Excel file
Creating your Robot

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8. Use a Modify Date activity to calculate the first date of the month of the
date requested and store it in a variable
9. Use a Type Into activity to type the date which was just calculated in the
correct field
10. Use an If activity and only enable CFO Approval Required for PO’s with an
amount above $ 50,000
11. In the If activity use a Check/Uncheck activity to check CFO approval
required for orders above $ 50,000
12. Use a Click activity to submit the form
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TIP: Make your bot more stable and faster!

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Your bot should now look like this..
Zoom with CTRL +

14
Follow us on
LinkedIn &
YouTube
Thomas
Sylvain
Tom’s Tech Academy
UiPath Community
UiPath Community

15
The UiPath Academy empowers you to grow as a professional and reach new
heights in the digital era by providing latest study materials on RPA.
UiPath Academy
• Open online platform offering free RPA
training
• Helps you to progressively build your
automation skills with the help of a variety
of courses
• Take on-demand courses, enroll in role-
based learning paths, and get
comprehensive product training.
• To Know more visit…
https://academy.uipath.com/courses/get-
started-with-studiox

16
Goodbye & Glad to meet YOU!
Stay close:
● community@uipath.com
● www.community.uipath.com

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1. Women in Automation Series 🌺 Women in Automation Program: Become a Citizen Developer with UiPath StudioX Session 2

2. 2 15:00 CET – 15:10 CET – Introduction 15:10 CET – 16:00 CET – Create Purchase Orders with UiPath Studio X! 16:00 CET – 16:30 CET – Q&A Agenda

3. 3 Speaker Founder @ MyLittleBot UiPath MVP Speaker Lead Consultant @ Node1 UiPath MVP Host Global Manager UiPath Community @UiPath Sylvain Boutie Cristina Vidu Welcome to RPA Citizen Developer series Here is today’s team: Thomas Janssen

4. 4 Have a question? Please ask it in the chat! Need more time? Ask us to pause! Setting the stage

5. 5 • Make sure UiPath has been installed • Ensure you installed the Chrome browser extension Before we start..

6. 6 What are we going to build?

7. 7 Navigate to: https://www.rpa-unlimited.com/youtube/studio-x-create-purchase- order/index.php 1) Add a new Purchase Order to the system 2) Click on the button to remove the newly created PO Let’s try this ourselves!

8. 8 1) Create a new project in UiPath Studio X – Purchase Order Creation Bot 2) Download the sample excel sheet and store it in the project directory 3) Follow the instructions to create your robot! Let’s now create a robot!

9. 9 1. Add a Use Application / Browser and specify the website to be used 2. In the Use Application / Browser, add a For Each Excel Row (enable has headers) 3. In the For Each Excel Row add a Type Into activity to type the PO name 4. Below the Type Into, add another Type Into to type the PO Creator 5. Below the Type Into, add another Type Into to type the PO amount 6. Add a Select Item to select the correct vendor 7. The date requested is always the first day of the month of the date mentioned in the Excel file Creating your Robot

10. 10 8. Use a Modify Date activity to calculate the first date of the month of the date requested and store it in a variable 9. Use a Type Into activity to type the date which was just calculated in the correct field 10. Use an If activity and only enable CFO Approval Required for PO’s with an amount above $ 50,000 11. In the If activity use a Check/Uncheck activity to check CFO approval required for orders above $ 50,000 12. Use a Click activity to submit the form Creating your Robot

11. 11 Running your bot ☺

12. 12 TIP: Make your bot more stable and faster!

13. 13 Your bot should now look like this.. Zoom with CTRL +

14. 14 Follow us on LinkedIn & YouTube Thomas Sylvain Tom’s Tech Academy UiPath Community UiPath Community

15. 15 The UiPath Academy empowers you to grow as a professional and reach new heights in the digital era by providing latest study materials on RPA. UiPath Academy • Open online platform offering free RPA training • Helps you to progressively build your automation skills with the help of a variety of courses • Take on-demand courses, enroll in role- based learning paths, and get comprehensive product training. • To Know more visit… https://academy.uipath.com/courses/get- started-with-studiox

16. 16 Goodbye & Glad to meet YOU! Stay close: ● community@uipath.com ● www.community.uipath.com

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