Robotic Process Automation (RPA)
Robotic Process Automation (RPA) is an integration with UiPath to simplify repetitive tasks, reducing the need for manual intervention. Manual workflows often result in high error rates and long processing times, leading to frustration and delays for both clients and employees. RPA addresses these challenges by automating tasks, improving operational efficiency, reducing errors, and optimizing business processes. Key features of this integration include:
Seamless integration with UiPath
Configure the RPA engine directly within ProcessMaker
Utilize a command center to monitor robots, jobs, and executions effectively.
Install local helper software to define robot job instructions and register these configurations with the cloud orchestrator effortlessly.
View all job and authentication data clearly within the RPA solution for better integration management.
Incorporate RPA processes into ProcessMaker using the Modeler for streamlined process automation.
Benefits
Increased Productivity: Automate repetitive tasks to save time and boost productivity.
Improved Accuracy: Reduce errors through automation, ensuring more accurate results.
Faster Processing Times: Accelerate business processes for quicker turnaround times.
Enhanced Satisfaction: Improve both customer and employee satisfaction with streamlined and efficient processes.
Watch the following product tour to learn how to use RPA.
Please refer to UiPath's User Guide to set up all required settings before configuring RPA integration and using an RPA object in ProcessMaker.
Configure RPA Integration Admin Settings
The RPA Integration Admin settings need to be configured only once and require administrative access to ProcessMaker Platform.
Follow these steps to view and edit RPA settings:
Ensure that you are logged on to ProcessMaker Platform.
Click the Admin option from the top menu. The Users page will display.
From the Settings panel on the left, expand the Integrations section, and then select Robotic Process Automation.
In the Organization Name setting, enter the name of your organization.
In the Client ID setting, enter the Client ID provided by UiPath.
In the Client Secret setting, enter the Client Secret provided by UiPath.
In the Tenant ID setting, enter the Tenant ID provided by UiPath.
In the Redirect URL setting, copy the Redirect URL to UiPath provided by ProcessMaker.
Click the Authorize Account button to connect to UiPath.
If the integration is successful, use the Select Available Folders setting to select folders from UiPath.
Add RPA in Processes
Processes in UiPath can be added to ProcessMaker processes by using the RPA Integration object in the Modeler. Follow these step in this section to integrate your UiPath processes in ProcessMaker.
Add an RPA object from one of the following locations in Process Modeler:
Object Panel: Located to the left of the Process Modeler canvas, the Object Panel contains various modeling objects.
Object Bar: Located at the bottom of the Process Modeler canvas, the Object Bar contains pinned modeling objects for quick access.
Follow these steps to add an RPA object from the Object panel to the Process model:
Click on the Robotic Process Automation object.
Click the location in the Process model to place this object. Follow these guidelines:
If a Pool element is in your Process model, the object cannot be placed outside of the Pool element.
To place this object between two existing objects, follow these instructions.
Settings
The RPA object has the following settings:
Properties panel
Loop Activity panel
Inbound Configuration panel
Response Mapping panel
Error Handling panel
Documentation panel
Advanced panel
Properties Panel Settings
Loop Activity Panel Settings
Specify Characteristics to Perform Multiple Instances of the Object
Use the Loop Activity panel settings to specify how to run multiple instances of this object. The following loop modes are available:
Inbound Configuration Panel Settings
Response Mapping Panel Settings
Error Handling Panel Settings
Documentation Panel Settings
Advanced Panel Settings
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