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Robotic Process Automation Projects

You're reading from   Robotic Process Automation Projects Build real-world RPA solutions using UiPath and Automation Anywhere

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Product type Paperback
Published in May 2020
Publisher Packt
ISBN-13 9781839217357
Length 388 pages
Edition 1st Edition
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Authors (3):
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Ivan Loncar Ivan Loncar
Author Profile Icon Ivan Loncar
Ivan Loncar
Arun Kumar Asokan Arun Kumar Asokan
Author Profile Icon Arun Kumar Asokan
Arun Kumar Asokan
Nandan Mullakara Nandan Mullakara
Author Profile Icon Nandan Mullakara
Nandan Mullakara
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Toc

Table of Contents (14) Chapters Close

Preface 1. Getting Started with Robotic Process Automation 2. Help Desk Ticket Generation FREE CHAPTER 3. CRM Automation 4. Moderating Social Media Using AI 5. Purchase Order Processing with UiPath ReFramework 6. Completing an RPA Challenge 7. Sales Order Processing 8. ERP User Administration 9. Employee Emergency Notifications 10. Using AI and RPA for Invoice Processing 11. Other Books You May Enjoy Appendix A and B for UiPath 1. Appendix: Looking Forward and Next Steps

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. 

You have been reading a chapter from
Robotic Process Automation Projects
Published in: May 2020
Publisher: Packt
ISBN-13: 9781839217357
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