Book Image

UiPath Associate Certification Guide

By : Niyaz Ahmed, Lahiru Fernando, Rajaneesh Balakrishnan
Book Image

UiPath Associate Certification Guide

By: Niyaz Ahmed, Lahiru Fernando, Rajaneesh Balakrishnan

Overview of this book

UiPath is the most popular vendor in the Robotic Process Automation (RPA) industry. If you're an RPA enthusiast or citizen developer who wants to succeed in the industry, achieving this certification can help you get accredited and ready for real-world challenges using UiPath. UiPath Associate Certification Guide offers complete, up-to-date coverage of the UiPath RPA Associate certification exam to help you pass on the first attempt and get certified. The book is written in a clear, succinct way with self-assessment questions, quizzes with answers at the end of each chapter, exam tips, and mock exams with detailed answers and explanations. You'll start by getting to grips with the basic concepts of UiPath RPA, and then progress to an in-depth discussion of all the concepts required for Associate certification. Finally, you'll develop UiPath skills by gaining the required knowledge and implement these skills using sample business cases. By the end of this UiPath book, you'll have covered everything you need to pass the exam, gained the knowledge you need to work on real-world case studies, and learned how to apply the various concepts to build enterprise-level use cases.

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Table of Contents (24 chapters)
Preface
Preface
Who this book is for
What this book covers
To get the most out of this book
Download the example code files
Download the color images
Conventions used
Get in touch
Share your thoughts
1
Part 1: Importance of RPA
Part 1: Importance of RPA
Free Chapter
2
Chapter 1: The Automation Journey and Identifying Suitable Business Processes
Chapter 1: The Automation Journey and Identifying Suitable Business Processes
Technical requirements
Understanding why automation is driving digital transformation
Implementing RPA in business
What can RPA automate?
Identifying processes for RPA
Understanding the stages of an RPA journey
Knowing the RPA resources and responsibilities in an RPA project
Summary
3
Chapter 2: UiPath Ecosystem
Chapter 2: UiPath Ecosystem
Technical requirements
An overview of the UiPath Enterprise RPA platform
Setting up UiPath Studio
Exploring the UiPath Studio interface
Summary
4
Chapter 3: Introducing UiPath Orchestrator
Chapter 3: Introducing UiPath Orchestrator
Technical requirements
Creating your first cloud Orchestrator instance
Introducing the UiPath Cloud platform
Introducing UiPath Orchestrator
Understanding the fundamental concepts of UiPath Orchestrator
Summary
5
Chapter 4: Create, Deploy, and Execute RPA Process on the UiPath Ecosystem
Chapter 4: Create, Deploy, and Execute RPA Process on the UiPath Ecosystem
Technical requirements
Connecting a robot to Orchestrator
Creating your first RPA process
Creating your second RPA process
Managing packages in Orchestrator
Running the process from UiPath Assistant
Summary
6
Part 2: UiPath Studio
Part 2: UiPath Studio
7
Chapter 5: Learning about Variables and Arguments
Chapter 5: Learning about Variables and Arguments
Technical requirements
Exploring variables
Practicing variable creation
Exploring arguments
Practicing argument creation
Understanding data types
Summary
8
Chapter 6: Understanding Different Control Flows
Chapter 6: Understanding Different Control Flows
Technical requirements
Overview of control flows
What are sequences?
What are flowcharts?
Exploring decisions and types of decisions
Exploring loops and types of loops
Summary
9
Chapter 7: Manipulating Data Using UiPath
Chapter 7: Manipulating Data Using UiPath
Technical requirements
Explaining the concept of data manipulation
Understanding string manipulation
Understanding date and time manipulation
Understanding list manipulation
Understanding numeric calculations
Understanding dictionary manipulation
Understanding pattern-based data extraction with regexes
Summary
10
Chapter 8: Exploring UiPath Selectors
Chapter 8: Exploring UiPath Selectors
Technical requirements
Tags and attributes of selectors
Selector Editor
UI Explorer
Types of selectors
Summary
11
Chapter 9: Learning the Uses of Data Tables and Exploring Excel Automation
Chapter 9: Learning the Uses of Data Tables and Exploring Excel Automation
Technical requirements
Exploring data tables
Creating and customizing data tables
Creating and customizing data table variables
Interacting with Excel files
Practicing Excel automation
Summary
12
Chapter 10: Exploring User Interfaces and User/Robot Interactions
Chapter 10: Exploring User Interfaces and User/Robot Interactions
Technical requirements
Introducing UI interactions
Methods of recording the GUI
When to use which types of recording?
Advanced UI Automation tools
Input actions and methods
Output actions and methods
Summary
13
Chapter 11: Automating PDF Data Extraction
Chapter 11: Automating PDF Data Extraction
Technical requirements
Creating robots that read PDF files
Extracting text from a PDF using the Extract PDF Text and Extract PDF with OCR activities
Extracting PDF text using Screen Scraping
Extracting single dynamic values from PDF files
Extracting individual values using the Anchor Base activity
Summary
14
Chapter 12: Exploring UiPath Email Automation
Chapter 12: Exploring UiPath Email Automation
Technical requirements
Exploring email activities
Extracting email contents using Receive Messages
Automating sending email messages
Automating filter and download attachments from an email
Summary
15
Part 3: Use Case and Exam Preparation
Part 3: Use Case and Exam Preparation
16
Chapter 13: Debugging
Chapter 13: Debugging
Technical requirements
Understanding the debugging actions
Working with the debugging panels
Testing activities
Fixing the workflow
Summary
17
Chapter 14: Invoice Processing – Dispatcher
Chapter 14: Invoice Processing – Dispatcher
Technical requirements
The project overview
Setting up the project
Downloading the invoice
Reading the invoice
Uploading the invoice data to the Orchestrator queues
Assembling Main.xaml
Summary
18
Chapter 15: Invoice Processing – Performer
Chapter 15: Invoice Processing – Performer
Technical requirements
Project overview
Setting up the project
Starting the CRM
Processing the queue
Setting the transaction item status
Closing and opening the CRM
Assembling the Main.xaml file
Summary
19
Chapter 16: How to Prepare and What to Expect
Chapter 16: How to Prepare and What to Expect
Introducing the UiRPA and its target audience
Exam sections and topics
Question types and available practice tests
Exam details and exam registration
Managing your certification
Summary
20
Chapter 17: Mock Exam 1
Chapter 17: Mock Exam 1
21
Chapter 18: Mock Exam 2
Chapter 18: Mock Exam 2
22
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Appendix
Mock Paper 1 Answers
Mock Paper 2 Answers
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Starting the CRM

In this section, you will start the Order Entry CRM. Before you proceed with the building of the bot, download the Order Entry CRM from the Input File – Order Entry CRM folder from the GitHub repository at https://github.com/PacktPublishing/UiPath-Associate-Certification-Guide/tree/main/Chapter15/Input%20File%20-%20Order%20Entry%20CRM.

The Order Entry CRM has fields corresponding to the invoices, as shown in the following screenshot:

Figure 15.5 – Order Entry CRM

Create a folder with the name of CRM in the project directory, and move the Order Entry CRM page into this folder:

Figure 15.6 – Order Entry CRM moved into the CRM folder

Now that you have downloaded the CRM, let's start building the automation:

  1. In UiPath Studio, open the Main.xaml file.
  2. Drag and drop the Open Browser activity from the Activities panel into the Designer panel.
  3. Next, click on the Properties panel...
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