Book Image

Robotic Process Automation Projects

By : Nandan Mullakara, Arun Kumar Asokan
Book Image

Robotic Process Automation Projects

By: Nandan Mullakara, Arun Kumar Asokan

Overview of this book

Robotic Process automation helps businesses to automate monotonous tasks that can be performed by machines. This project-based guide will help you progress through easy to more advanced RPA projects. You’ll learn the principles of RPA and how to architect solutions to meet the demands of business automation, along with exploring the most popular RPA tools - UiPath and Automation Anywhere. In the first part, you’ll learn how to use UiPath by building a simple helpdesk ticket system. You’ll then automate CRM systems by integrating Excel data with UiPath. After this, the book will guide you through building an AI-based social media moderator using Google Cloud Vision API. In the second part, you’ll learn about Automation Anywhere's latest Cloud RPA platform (A2019) by creating projects such as an automated ERP administration system, an AI bot for order and invoice processing, and an automated emergency notification system for employees. Later, you’ll get hands-on with advanced RPA tasks such as invoking APIs, before covering complex concepts such as Artificial Intelligence (AI) and machine learning in automation to take your understanding of RPA to the next level. By the end of the book, you’ll have a solid foundation in RPA with experience in building real-world projects.
Table of Contents (14 chapters)

Creating a support ticket in the Zoho Desk ticketing system

In this final workflow that we will create for this project, we will use the data read from the Requests file to create the support ticket within Zoho Desk. This will help us understand how we can automatically input data into web applications through web application screens. Let's perform the following steps:

  1. We'll start by creating another sequence for Zoho web app automation. You can call it ZOHOAutomation:

  1. Within the UiPath default workflow, let's add a Try Catch activity. Let's also add four arguments, as shown in the following screenshot, to pass the data around: 

Ensure that you match Direction and Argument type.

  1. Next, we will use the UiPath web recorder to record the steps to enter the Ticket data in Zoho and create a new ticket. First, go to your Chrome browser and ensure that the Zoho Desk home page is open in one of the tabs. Also, ensure that you have installed the UiPath add-on for Chrome in your Chrome browser. It is available on the Chrome App store. 
UiPath has a recorder that allows you to record mouse clicks and keyboard sequences to automatically generate UiPath scripts. You can also add these activities by yourself, but the recorder is a much faster way to create these sequences. Hence, we like to show you how you can do it. 
  1. Click within the Try block and activate the web recorder by clicking on the Web recorder option within Recording:

  1. UiPath opens a web recording panel to control the recording. Click on the Record button with the Zoho Desk browser tab open:

Now that we have the recording set up and ready, let's record the actions to create a ticket in Zoho.