You can automate processes using the ELMA RPA. To do this, you need to create a diagram that clearly shows the sequence of actions performed by the bot. Let's create a "Currency rate update" process as an example. It will search the Internet for the current exchange rate data and register it.
Step 1. Create a new process
Click the button on the main page.
In the window that opens, enter a process name and description, and click Create.
The process modeling page will open.
Step 2. Create context variables
Context variables are used for working with data that is created, changed, and saved during the process execution.
We need to create two context variables:
- Currency. Stores the name of the currency we want to find information about.
- Currency rate. Stores the obtained currency rate data.
To do this, go to the Context tab and click the button.
In the window that opens, specify:
- Name. For example, Currency;
- Scope. You can configure the variable visibility for external systems. Since the variable contains the initial data for starting the process, select the Internal scope;
- Description. You can specify what data the variable stores;
- Type. Select the type depending on the information the variable contains. Since the variable contains the currency name, select the String type. If you need to store the currency value, select Non-integer.
You can mark Input and Input/Output variables as required. To do so, check the Required box.
In the same way, create the Currency rate variable.
Here is what the variables may look like:
Step 3. Record the sequence of actions
The ELMA RPA process is a diagram demonstrating the sequence of operations performed by a bot. The process is described by the activities that display user actions when working with the operating system or other software.
The recording mode traces user actions. Turn on the recording mode by clicking the Record button in the process card.
After that, the program will start recording all user actions in the "computer vision" mode. The Designer window will be minimized, a red frame and the caption “REC” in the top left corner will appear. When hovering the cursor over the elements recognized by the recorder, they will be highlighted with a green rectangle. The recording process is controlled in the Inspector window. For more information about the Inspector, read the "Inspector" article.
Follow all the steps to get data on the currency rate and save the process by clicking the button in the Inspector window.
Your actions will be reflected on the diagram as activities.
Step 4. Edit the process
The recorded process can be edited through the activity settings and execution threads.
To go to settings, click on the activity.
Step 5. Run the process on your PC
You can run the recorded and edited process on your PC in two ways:
- click the Run button in the process page;
- open the Designer home page, go to the process tab, and click the button to the left of the process name in the list.
Before the process starts, a window will open. There you can specify the values of the variables that will be used in the process. This is available in case you set the context variables of Input and Input/Output scopes during the process modeling.
After that, a recorded sequence of actions will be executed on your PC.
Step 6. Publish the process
If you want to run the process both on your and other users' computers, you have to publish it in the Orchestrator. To do this, enable the advanced ELMA RPA Designer mode. Read more about working with the advanced mode in the "Advanced mode" article.
The processes available for publishing are displayed in the Personal server storage tab.
To publish a process, go to this tab, open the radial menu by clicking the button and click Publish.
After that, you can create a task for the process in the Tasks section of the Orchestrator.
You can create tasks for all the processes published in the Orchestrator. Note that only users with the Administrator role can work in the Orchestrator. You create a task for a bot to execute. The Orchestrator distributes tasks between bots.
To create a task in the Orchestrator, go to the Tasks section, and click the button.
In the window that opens, in the Process * field, select the process that you want to run.
Specify the task priority.
If you created the Input and Input/Output scope variables during the process modeling, you can specify their values in this window. These values will be used during the process execution.
A bot executes the tasks created in the Orchestrator. To execute a task, the bot must be connected to the Orchestrator and authorized. Run the bot to make it execute the process task. To do this, click the button.