Infor Robotic Process Automation User Guide

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About this guide
Overview
Key Concepts
Components
On-premise components
RPA Installer
RPA Studio
Recorder
RPA Assistant
Agent
Runtime
Multi-tenant components
RPA Management
Process
Device
Global Arguments
Robot
Job
Authorization Management
RPA Robot Service
RPA Studio
Navigating through the RPA Studio application
Menu Toolbar
Clipboard options
Main Toolbar
Using the RPA Studio
Downloading the connection files
Installing vs_buildtools for Desktop Automation
Signing on to RPA Management
Signing out from RPA Studio
Working with RPA Studio
Creating a new project
Variables
Creating Variables
Adding variables
Arguments
Creating Arguments
Adding arguments
Example: Selecting a specific data type
Adding Global Arguments
Updating an existing project
Creating new project from existing
Publishing RPA project
Publishing a new version of an RPA project
Infor RPA Recorder and Inspector
Downloading Infor RPA Recorder and Inspector tool
Inspector
Recorder
Recording a task in web browser
Importing the recorder workflow
Exception Handling
Debugging the RPA Flow
Identifying workflow issues
Output Panel
Output panel information
Error Panel
Logs
Compiler Error
Write Line
Chrome driver mismatch
Unable to publish flow
Comment Out
Error handling in RPA processes
Try-Catch blocks
Continue on error
Captcha challenges
Throw activity
Rethrow
Activities
Desktop
Click
Close Application
Get from Clipboard
Get Table Data
Get Text
Open Application
Save to Clipboard
Select Item
Send Keys
Set Text
Type Into
Email
Compose Email
Delete Outlook Graph Email
Download Outlook Graph Email Attachment
Download IMAP Attachments
Download Outlook Attachment
Email Server Setup
Forward Outlook Graph Email
Get Outlook Emails
Filters
Get Outlook Graph Emails
Mark Outlook Email as Read/Unread
Move Outlook Email
Move Outlook Graph Email
Read Emails
Read IMAP Mail Messages
Reply to Outlook Graph Email
Save Attachments
Send Exchange Email
Send Outlook Email
Send Outlook Graph Email
Send SMTP Email
Excel
Add Sheet
Copy Sheet
Create Workbook
Delete Range
Read Cell
Read Column
Read CSV
Read Range
Read Row
Rename Sheet
Write Cell
Write Range
Flowchart
Flowchart
Flow Decision
Flow Switch
HTTPS
HTTPS Request
IONAPI
IONAPI Request
OCR
Extract Data
Extracting Data using Regular Expression Based Extraction
Extracting data using Layout Based extraction
Recommendations for extracting data from borderless tables
Extracting data using Flow Based extraction
Extract Document Key - Values
Extract Table
Get OCR Text
One Drive
Copy File/Folder
Create Folder
Delete File/Folder
Download File
Export file as PDF
Find Files and Folders
For each Files or Folder
Get Files/Folder
Move File/Folder
Share File/Folder
Upload File
Primitives
Assign
Delay
Programming
Add DataTable Column
Add DataTable Row
Build Data Table
Delete DataTable Column
Delete DataTable Row
Invoke Method
Invoke Python Script
Try Catch
SharePoint List
Add List Items
Delete List Item
Get Individual List Items
Get List Information
Get List Items
Update List Item
State Machine
FinalState
State
State Machine
System
Append Line
Compress Directory
Copy Directory
Copy File
Create Directory
Create File
Delete Directory
Delete File
Deserialize JSON
Download File by URL
Extract Directory
Get Directories
Get Environment Variable List
File to Base64 String
FTP List Directory
FTP File Download
FTP File Delete
FTP File Move
FTP File Upload
Get Environment Variable
Get Files in Directory
JQ Transform
JSON to DataTable
Message Box
Move Directory
Move File
Path Exists
Read Lines of File
Read Text File
Serialize JSON
Set Environment Variable
Templating Activity
Select Directory
Select File
Write Line
Write Text File
User Input Prompt
Two Factor Authentication
Get Microsoft OTP Code
Get Google OTP Code
Multi-Factor Authentication
Installing Microsoft Authenticator application for a service
Generating secret key
Generating the secret key for Microsoft
Generating the secret key for Google
Retrieving secret key
Setting two factor authentication for Infor tenants
Web
Add Date
Check
Click
Close Browser
Close Tab
Element Exists
File Upload
Find Elements
Get Attribute
Get Page Text
Get Table
Get Element Text
Go Back
Go Forward
Maximize Window
Minimize Window
Navigate To
New Tab
Open Browser
Refresh Browser
Right Click
Save As PDF
Save Image
Select Dropdown Item
Select Multiple Items
Send Hotkey
Set Text
Switch Tab
Switch to Default
Take Screenshot
To IFrame
To Shadow Root
Debug
Comment Out
Workflow
Do While
For Each
If
Invoke Workflow
Parallel
Pick
Pick Branch
Rethrow
Sequence
Switch
Terminate Workflow
Throw
While
Examples
RPA flow to demonstrate an exception
RPA flow for using Excel activities
RPA flow to invoke ION API to obtain a list of applications
RPA flow to read the list of emails and copy the content into a .txt file
RPA flow to verify file location
RPA flow to use the Throw and Rethrow activities
RPA Assistant
Using the RPA Assistant application
Launching the RPA Assistant
Using the RPA Assistant
Run and stop processes
RPA flow details
Show Process Details
RPA Management
Manage
Devices
Devices list
Working with devices
Robots
Robots list
Working with robots
Processes
Processes List
Finalizing a published process
Modifying a finalized process
Finalizing a new version of an existing process
Jobs
Jobs list
Working with jobs
Global Arguments
Global Arguments list
Working with Global Arguments
Authorizations
Authorize ION API
Authorize user
Downloads
Monitor
Automation Tasks
Accessing task logs
Settings
OAuth Provider Configuration
OAuth Provider for MS Graph application
Configuring MS Graph OAuth Provider
Configuration Management
Tags
Tags list
Manage Tags
Working with tags
Troubleshooting
RPA Studio
Unable to log on to RPA Studio
Validation errors or warnings for scope of variables
Unauthorized error when running the HTTPS or IONAPI activities
Unable to use the Get Outlook Email activity
Unable to identify or select controls on a web page
Attended mode of RPA Assistant
Unable to log on to RPA Assistant
Driver update errors
Error in browser during authorization
Process not displayed in RPA Assistant
Unable to run a process
Error when running a process using RPA Assistant
RPA Management
Unattended mode
Task monitoring menu does not display the job status
Robot is unable to logon to RPA Assistant
Robot is able to log on but nothing happens later
Unable to connect when configuring a device in the RPA Configuration Manager
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