UiPath-REFramework-TabularData

This is a C# implementation of a Robotic Enterprise Framework (REFramework) project that reads from tabular data. The REFramework is a transactional business process that follows best practices for large scale deployments.

Getting Started

After making a pull request or downloading the project, open the Main.xaml in UiPath Studio. The robot can be run with the play button in the ribbon and the result can be seen in output panel.

Details

Official documentation is included in the Documentation folder

• Built on top of Transactional Business Process template
• Uses State Machine layout for the phases of automation project
• Offers high level logging, exception handling and recovery
• Keeps external settings in Config.xlsx file and Orchestrator assets
• Pulls credentials from Orchestrator assets and Windows Credential Manager
• Gets transaction data from a Microsoft Excel document located: Data\Input\Transaction-Data-File.xlsx
• Takes screenshots in case of system exceptions

How It Works

1. INITIALIZE PROCESS

• ./Framework/InitiAllSettings - Load configuration data from Config.xlsx file and from assets
• ./Framework/GetAppCredential - Retrieve credentials from Orchestrator assets or local Windows Credential Manager
• ./Framework/InitiAllApplications - Open and login to applications used throughout the process

2. GET TRANSACTION DATA

• ./Framework/GetTransactionData - Fetches transactions from the Microsoft Excel configured data source

3. PROCESS TRANSACTION

• Process - Process transaction and invoke other workflows related to the process being automated
• ./Framework/SetTransactionStatus - Updates the status of the processed transaction (Orchestrator transactions by default): Success, Business Rule Exception or System Exception

4. END PROCESS

• ./Framework/CloseAllApplications - Logs out and closes applications used throughout the process

For New Project

1. Check the Config.xlsx file and add/customize any required fields and values
2. Implement InitiAllApplications.xaml and CloseAllApplicatoins.xaml workflows, linking them in the Config.xlsx fields
3. Implement GetTransactionData.xaml and SetTransactionStatus.xaml according to the transaction type being used (Orchestrator queues by default)
4. Implement Process.xaml workflow and invoke other workflows related to the process being automated

Architecture Requirements

A standard UiPath, Studio to Orchestrator cloud setup is the base of operation. It is easy to setup and free.

1. An Orchestrator connection - Visit https://cloud.uipath.com/ and authenticate or sign up.
2. UiPath Studio is used to run the robot. Note that Studio Web can be used directly in Orchestrator but I recommend installing the Studio IDE application.

Git Notes

Clone the project to develop or change it.

git clone https://github.com/ShonHarsh/UiPath-REFramework-TabularData

Links

• UiPath Automation Platform
• UiPath Studio
• Pulsar (Atom Successor) - Used for all my README.md files
• Shon Harsh Website 127.0.0.1
• This.GitHub
• LinkedIn