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Build an Automation for Orders Management

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Build an Automation for Orders Management
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Build an Automation for Orders Management

January 7, 2022
Created by
December 22, 2021
Build an automation to collect order details for all the orders and print them in an Excel file.

You will learn

  • How to create an automation in Cloud Studio
  • How to use Excel activities in an automation
  • How to set the columns for Order Number and Status in the Excel workbook
  • How to get the order number and order status from the Browse Orders application
  • How to close all open applications
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Step 1: Check dependencies
  1. Check the dependencies by choosing the Menu   Menu in the Project Explorer.

    Alternatively, you can choose the manage the project properties icon manage project properties icon.

  2. Select Dependencies from the dropdown list.

    select-dependencies
  3. Choose Manage Dependencies icon.

    manage-dependencies

    .

  4. From the Project Properties popup screen, choose Dependencies to manage your project dependencies.

    check-dependencies

By default, SDK irpa_core and SDK irpa_excel are automatically added to the project on creation of automation.

Now that you checked the dependencies, you can create your automation.

Which SAP Intelligent RPA SDK packages are added by default when a project is created?
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Step 2: Create the automation artifact
  1. Choose Plus, then hover over Create and select Automation from the artifact dropdown.

    choose-automation
  2. From the Configure agent version popup, select the Desktop Agent version installed on your machine and choose Confirm.

    configure-desktop-agent
  3. In the Create Automation popup, enter the following information:

    Field Name Value
    Name Collect Order Details
    Description An automation to collect order number and status

    The Identifier field value is populated automatically.

  4. Choose Create.

    Create Automation

    The automation workflow opens in a new tab in Cloud Studio.

    The automation designer opens and you can drag and drop activities, data types, controls, applications and other automations from the side panel into the workflow.

    Workflow
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Step 3: Add Excel activities
  1. Search for the Open Excel Instance activity from the list of tools available in the Automation Information panel.

    search-open-excel-instance
  2. Drag-and-drop the activity in the workflow, where they become a step in the automation.

    Each step has its associated properties.

    open-excel-instance-workflow
  3. Search for the Add Workbook activity and drag-and-drop it below the Open Excel Instance activity.

  4. Drag-and-drop a Set Values (Cells) and select the activity to open its properties to make the following changes:

    • Step name : Set Order Number

    • Range Definition: A1

    • Values: Order Number

    Set order number
  5. Similarly, drag-and-drop a Set Values (Cells) activity and make the following changes to its properties:

    • Step name : Set Order Status

    • Range Definition: B1

    • Values: Order Status

  6. Save your work.

    After completing the above steps, your automation should look like this.

    automation-1
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Step 4: Add application to automation
  1. From the Tools panel, expand the Screens node and drag-and-drop the previously captured screen Browse Orders into the workflow.

    Browse Orders

  2. Choose Browse Orders and choose Define Screen Activities to view the activities related to screen.

    Define Screen activities

    Drag-and-drop the Set Navigator activity into the Browse Orders screen and click the step to set the following properties:

    • Target : Browse Orders

    • Navigator : Chrome

    Set Navigator

    Setting the navigator to Chrome will ensure that it opens using the Chrome browser if the application does not open with another navigator.

  3. To allow the web page to fully load, drag-and-drop the Wait (Screen) activity inside the application. Set the Target as Browse Orders.

    Wait activity

    The automations looks like:

    Step4output
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Step 5: Define screen activities
  1. Choose Browse Orders in the workflow and from the Parameters panel, choose Define Screen Activities.

    Define Screen Activities
  2. A screen preview is shown. The elements declared appear in a green box.

    Screen preview
  3. From the list of activities, search for Get Element activity. Drag-and-drop the activity in the screen preview on Order 7991. The box will turn from green to blue.

    What’s going on?

    Here, you are defining activities on the screen elements. The Order 7991 has been declared earlier as Order Number. The element is a Collection, thus, any activity applied to this element will be automatically applied to other instances of the same element. So, a For loop will be generated automatically in the workflow.

    Get element Order number
  4. Select Get Element activity to edit the following properties.

    • Step Name : Get Order Number

    • Target : currentMember

    • Output Parameters : orderNumber

  5. From the Tools panel, search number. Select the Number data type within the Data node.

  6. Drag-and-drop the Number data type within the For Each loop below the Get Order Number activity.

    create number variable
  7. Select and edit the activity Create Number Variable.

  8. Choose Open the Expression editor to open the Expression Editor.

    !![expression editor icon](expression-editor-icon1.png)
    
  9. In the Expression Editor, enter this text:

    ```Expression
    Step7.index + 3` and click `Save Expression`.
    ```
    
    !![edit-expression](edit-expression.png)
    
  10. Rename the Output Parameters as myExcelRow. The step will now look like this:

    !![create-number-variable-final](create-number-variable-final.png)
    
  11. Drag-and-drop Set Values (Cells) activity in the For loop below Create Number Variable activity.

    Edit the properties as shown below. Use the Expression Editor to edit rangeDefinition.

    set-order-number-for-loop
  12. Repeat Steps 4-11 for the element Order Status using the following information:

    Step Step Name Input Parameters Output Parameters
    Get Element Get Order Status target : currentMember orderStatus
    Create Number Variable Create Number Variable - 2 value: Step11.index + 3 myExcelRow
    Set Values (Cells) Set orderStatus range Definition : "B" + Step13.myExcelRow values: orderStatus
    automation-3
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Step 6: Close and release application

You will now close the Browse Orders application, saving the worksheet and releasing the Excel instance.

  1. Search for Close Screen activity and drag and drop it in the Browse Orders application outside the For loop.

    close-screen
  2. Search for Save as Workbook, drag-and-drop into the workflow outside the Browse Orders application.

  3. In the activity’s properties, provide an appropriate filePath (for example, C:\some Path\myOrdersExcel.xlsx) to store the Excel file.

    The resulting Excel is stored in this path:

    save-as-workbook
  4. At last, drag-and-drop the Release Excel Instance activity into the workflow.

  5. Choose Save.

You have completed building the automation and it should look like this.

complete-automation

Which activity is used to fetch the information from web application Browse Orders?
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Step 7: Test the automation

You will now test the automation. Result of this automation should be the saved Excel file with all the order numbers and their order status.

To test the automation, choose test icon.

Test

Here’s the Excel:

result

Congratulations! You have successfully completed the tutorial for automating Order Management.

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Next Steps

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