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Intro to UiPath Studio
Session 2
Women in Automation Series
2
1. Introduction
2. Open Studio
3. Studio Interface
4. Variables & Control Flows
5. Data Types & Arguments
6. Sequences
7. Flowcharts
8. Demo
Agenda
Introduction
Automation Lead @Roboyo
https://www.linkedin.com/in/daniela-alejandra-colina-frias/
UiPath MVP (ES)
Daniela Colina
RPA Consultant @Talan
UiPath MVP (FR)
Nadia Ghoufa
Open Studio
7
Studio is at the heart of automation with UiPath products. Activities form into
comprehensive workflows in Studio, which are then executed by the Robot and published
to Orchestrator.
Studio offers a plethora of tools for designing complex attended, unattended, and testing
automations.
8
Open Studio | Change Profile
9
Open Studio | Start Tab
10
Open Studio | Tools Tab
11
Open Studio | Templates Tab
12
Open Studio | Settings Tab
13
Open Studio | Team Tab
Studio Interface
15
Studio Interface | Create New Process
16
Studio Interface | Change to Classic Design
Experience
17
Studio Interface | Design View
Project
Activities
Snippets
Designer Panel
Properties Panel
Output Panel
18
o The Designer panel is the canvas on which you create your
automation.
o This is where you add the activities you want to automate,
view and edit their properties, and define the workflow by
ordering activities.
o Your automation process is represented by a diagram that
gives you a visual representation of the sequence of activities
it contains.
Studio Interface | Designer Panel
19
Studio Interface | Activities Panel
The Activities panel shows available activities** that
can be added to the current project. The name, icon,
and a short description are displayed for each activity.
You can search for activities using the search box at
the top of the panel or filter them by type using the tabs
on the left of the panel.
To add an activity to your automation, double-click it
or drag and drop it to the desired place in the
Designer panel.
**Project Dependencies indicate the activities available
in the panel
20
Studio Interface | How to add an activity
Dragand Drop
CTRL+SHIFT+T
+ in Designer Panel
21
Studio Interface | Properties Panel
o The Properties panel is contextual and enables you to
view and edit the properties of a selected activity.
When selecting multiple activities in the same
workflow, only their common properties can be
modified from the Properties panel.
o The way you configure each property depends on the
nature of the property field. Some fields are configured
using a text box, check box, or drop-down menu.
The button … in each property open the Expression
Editor for a better view of the text entered.
Variables and Workflows
23
o What are variables?
Variables are containers that can hold multiple data entries (values) of the same data type.
o Variables help us pass data from one activity to another. Advancing with any automation
process would be hardly possible without using variables.
Variables Panel
From Expressions and Properties
Panel : CTRL+K
Variables & Control Flows | Variables Panel
24
Variables & Control Flows | Variables properties
o Type : It defines what kind of data can be
stored in the variable
o Scope : The part of the workflow in which the
variable can be used
25
Workflows | What are workflows?
o A workflow represents a small piece of automation that you can take and re-use in your
projects.
o UiPath Studio provides you with predefined workflow layouts to suit all the needs of a fast and
reliable automation process.
o The Flow Layouts are :
Arguments
27
Arguments | Why are they important?
Very similar to variables:
o They store data dynamically
o They have the same data types
o They support the same methods and properties
o Arguments are a key component when it comes to building more complex automations, where
you need to store and use data between multiple workflows.
Sequence
29
Sequence | When to use ?
Sequences, the process steps flow in a clear succession. Decision trees are
rarely used.
Activities in sequences are easier to read and maintain, thus they are highly
recommended for simple, linear workflows.
Flowcharts
31
Flowcharts | When to use
The most important aspect of flowcharts is that, unlike
sequences, they present multiple branching logical
operators, that enable you to create complex business
processes and connect activities in multiple ways.
When to use it?
When you have a complex flow with several conditions, a
flowchart is at least visually much easier to understand and
follow.
When you need a flow that terminates only in one of several
conditions.
What are the advantages?
Easy to understand, as it is similar to logic diagrams in
software computing.
The most important aspect of flowcharts is that, unlike
sequences, they present multiple branching logical operators,
that enable you to create complex business processes and
connect activities in multiple ways.
What are the disadvantages?
Flowcharts should be used only as the general workflow (with
sequences nested inside), not for individual parts of projects
(nested inside other workflows).
32
RPA Challenge Demo
Thank you!
Women in Automation Series

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🌺 Women in Automation Series: Intro to UiPath Studio ▶ Session 2

  • 1. Intro to UiPath Studio Session 2 Women in Automation Series
  • 2. 2 1. Introduction 2. Open Studio 3. Studio Interface 4. Variables & Control Flows 5. Data Types & Arguments 6. Sequences 7. Flowcharts 8. Demo Agenda
  • 5. RPA Consultant @Talan UiPath MVP (FR) Nadia Ghoufa
  • 7. 7 Studio is at the heart of automation with UiPath products. Activities form into comprehensive workflows in Studio, which are then executed by the Robot and published to Orchestrator. Studio offers a plethora of tools for designing complex attended, unattended, and testing automations.
  • 8. 8 Open Studio | Change Profile
  • 9. 9 Open Studio | Start Tab
  • 10. 10 Open Studio | Tools Tab
  • 11. 11 Open Studio | Templates Tab
  • 12. 12 Open Studio | Settings Tab
  • 13. 13 Open Studio | Team Tab
  • 15. 15 Studio Interface | Create New Process
  • 16. 16 Studio Interface | Change to Classic Design Experience
  • 17. 17 Studio Interface | Design View Project Activities Snippets Designer Panel Properties Panel Output Panel
  • 18. 18 o The Designer panel is the canvas on which you create your automation. o This is where you add the activities you want to automate, view and edit their properties, and define the workflow by ordering activities. o Your automation process is represented by a diagram that gives you a visual representation of the sequence of activities it contains. Studio Interface | Designer Panel
  • 19. 19 Studio Interface | Activities Panel The Activities panel shows available activities** that can be added to the current project. The name, icon, and a short description are displayed for each activity. You can search for activities using the search box at the top of the panel or filter them by type using the tabs on the left of the panel. To add an activity to your automation, double-click it or drag and drop it to the desired place in the Designer panel. **Project Dependencies indicate the activities available in the panel
  • 20. 20 Studio Interface | How to add an activity Dragand Drop CTRL+SHIFT+T + in Designer Panel
  • 21. 21 Studio Interface | Properties Panel o The Properties panel is contextual and enables you to view and edit the properties of a selected activity. When selecting multiple activities in the same workflow, only their common properties can be modified from the Properties panel. o The way you configure each property depends on the nature of the property field. Some fields are configured using a text box, check box, or drop-down menu. The button … in each property open the Expression Editor for a better view of the text entered.
  • 23. 23 o What are variables? Variables are containers that can hold multiple data entries (values) of the same data type. o Variables help us pass data from one activity to another. Advancing with any automation process would be hardly possible without using variables. Variables Panel From Expressions and Properties Panel : CTRL+K Variables & Control Flows | Variables Panel
  • 24. 24 Variables & Control Flows | Variables properties o Type : It defines what kind of data can be stored in the variable o Scope : The part of the workflow in which the variable can be used
  • 25. 25 Workflows | What are workflows? o A workflow represents a small piece of automation that you can take and re-use in your projects. o UiPath Studio provides you with predefined workflow layouts to suit all the needs of a fast and reliable automation process. o The Flow Layouts are :
  • 27. 27 Arguments | Why are they important? Very similar to variables: o They store data dynamically o They have the same data types o They support the same methods and properties o Arguments are a key component when it comes to building more complex automations, where you need to store and use data between multiple workflows.
  • 29. 29 Sequence | When to use ? Sequences, the process steps flow in a clear succession. Decision trees are rarely used. Activities in sequences are easier to read and maintain, thus they are highly recommended for simple, linear workflows.
  • 31. 31 Flowcharts | When to use The most important aspect of flowcharts is that, unlike sequences, they present multiple branching logical operators, that enable you to create complex business processes and connect activities in multiple ways. When to use it? When you have a complex flow with several conditions, a flowchart is at least visually much easier to understand and follow. When you need a flow that terminates only in one of several conditions. What are the advantages? Easy to understand, as it is similar to logic diagrams in software computing. The most important aspect of flowcharts is that, unlike sequences, they present multiple branching logical operators, that enable you to create complex business processes and connect activities in multiple ways. What are the disadvantages? Flowcharts should be used only as the general workflow (with sequences nested inside), not for individual parts of projects (nested inside other workflows).
  • 33. Thank you! Women in Automation Series