Technical Best Practices

These technical best practices must be followed to develop RPA workflows that are robust, maintainable, and scalable resulting in more efficient and reliable automation solutions.

Best Practice	Description
Modularize the flow	Break down the workflow into smaller, reusable flows or sequences to enhance reusability, maintainability, and scalability of the RPA solution.
Use variables & data types effectively	Define and use variables appropriately to store and manipulate data within the workflow. Use correct data types and handle data conversions accurately to avoid runtime issues.
Implement error handling	Incorporate structured error handling in your flow to manage exceptions effectively. Use logging and notifications to ensure that any issues encountered during execution are recorded and communicated to the appropriate stakeholders.
Implement exception handling	Use try-catch blocks to handle potential exceptions and allow the workflow to recover smoothly from runtime errors.
Implement logging	Implement logging to capture key events, errors, and warnings during workflow execution. This is essential for effective troubleshooting and monitoring. Use logging activities to record unexpected events to a file or designated log system.
Implement exception notifications	Configure notifications within the workflow to alert relevant individuals or teams when an exception occurs. This ensures timely awareness and enables prompt resolution. Use email activities to notify end-users or stakeholders in the event of unexpected errors or exceptions.
Handle security & access control	Leverage RPA security roles to protect business process data and ensure that only authorized users can access and manage workflows.
Follow version control	Use version control and change management to track changes and support efficient collaboration across teams.