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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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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 new user in Freshsales

We will create a new user by inputting the data we got from the Parent bot. To input data, we will use the Capture action as we did in Chapter 7, Sales Order Processing:

  1. Let's start by adding a Try block to handle any errors. We will add the Catch block toward the end to return a failure flag. 
  2. Within the Try block, add a Step action with a Title of Create a new user in Freshsales.
  1. Let's now add the steps, starting with a Recorder Capture action to click on the Add user button in Freshsales. In Object detail, choose Window and then the User Admin Settings window from the drop-down. Click on Capture Object, as shown in the following screenshot, and point to the Add user button on Freshsales:

Then, set Action to Click and set the properties as shown in the following screenshot: 

Make sure you choose and use stable object properties. You may need to do some trial...
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