Book Image

Democratizing RPA with Power Automate Desktop

By : Peter Krause
Book Image

Democratizing RPA with Power Automate Desktop

By: Peter Krause

Overview of this book

Whether you want to organize simple files or perform more complex consolidations between different Office programs and remote-control applications that don't allow outside access, Power Automate Desktop helps meet these challenges. This book shows you how to leverage this workflow automation platform by explaining the underlying RPA concepts in a step-by-step way. You’ll start with simple flows that can be easily recorded and further processed using the built-in recorder. Later, you’ll learn how to use the more advanced actions to automate folder and file management and enable Office programs to interact with each other. You’ll also get to grips with integrating desktop flows into other cloud environments and further enhance their value using AI. As you progress, you’ll understand how flows can run unattended and how they are managed in the Power Platform, as well as key concepts such as creating, modifying, debugging, and error-handling UI flows. Finally, the book will guide you to use Process Automation Designer (PAD) in conjunction with your frequently used desktop systems to automate routine tasks. By the end of this book, you’ll have become a Power Automate Desktop expert, automating both professional and personal tasks.
Table of Contents (15 chapters)

Global menu options

We already touched upon the menu bar in the previous chapter. These functions can be very valuable when we are editing a flow. Let’s take a look at the most important menu options:

  • File | Save / Save As…: Save a flow or create a copy by using the Save As… option and provide a new name for the flow.
  • Edit | Undo / Redo: These are well-known options that allow you to undo or redo any action in the designer. This is also very useful if you accidentally delete an action.
  • Edit | Select all / Clear selection / Invert selection: One or more actions in the workspace can be selected. If you click on one action, it becomes selected. Holding down the shift key and selecting another action will result in all the actions in between will also be selected. This group of actions can now be deleted, activated or deactivated, or even moved together to some other position in the workspace. These menu options deal with this selection.
  • Edit |...