Activities
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- Overview
- Callout
- Complex Scenarios
- Credentials
- Data Service
- Form
- Release notes
- Project compatibility
- Form controls
- Building your first forms
- Real Time Forms
- Updating form data
- Running forms using JavaScript
- Customizing Forms Using CSS
- Conditional components
- Adding multiple components on the same row in Columns
- Using the Data Table component
- Get File/Folder path
- Reading cell values from a Data Grid component
- Displaying PDF files
- Displaying images in forms
- Scrolling through Data Grids
- Using Dev Tools with forms
- Calculate form component values
- Managing dates in forms
- Opening hyperlinks inside forms
- Displaying a default tab in forms
- Displaying the full label of a component
- Searching long strings in drop-down lists
- About the pre 23.4 Form experience
- Project Compatibility
- Real Time Forms
- Dynamic Checkboxes
- Conditional Dropdowns
- Displaying a Default Tab
- Displaying Images
- Displaying PDF Files
- Displaying the Full Label
- Dynamic HTML Elements
- Managing Dates
- Searching Long Strings in Drop-downs
- Customizing Forms Using Local CSS Files
- Executing Do Block On Checkbox Change
- Customizing Columns Width
- Updating Form Data
- Resetting Collection Data
- Advanced Logic
- Executing Do Block on Dropdown Option Change
- Reading Cell Values From a Data Grid Component
- Conditional Components
- Scrolling Through Data Grid Components
- Using the Grid Component
- Dev Tools
- Calculated Value
- Dynamic Dropdowns
- Switching Tabs With Button Click
- Opening Hyperlinks Inside Form
- FTP
- IPC
- Persistence
- Release notes
- Project compatibility
- About the Persistence activity package
- Bulk Form Designer
- Start Job And Get Reference
- Wait for Job and Resume
- Add Queue Item And Get Reference
- Wait For Queue Item And Resume
- Wait for Form Task and Resume
- Resume After Delay
- Assign Tasks
- Create External Task
- Wait For External Task and Resume
- Complete Task
- Forward Task
- Get Form Tasks
- Get Task Data
- Add Task Comment
- Update Task Labels
- Create App Task
- Wait for App Task and Resume
- Working with App tasks
- Building Your First Form Action
- Advanced Controls for Drop-downs
- Embedding Objects in Form Actions
- Allowing Users to Upload Files to the Storage Bucket
- Adding Advanced Logic Using Java Script
- Setting a Default Tab
- Removing the Delete button from Edit Grid using custom CSS
- Customizing Edit Grid templates
- Using buttons to trigger custom logic
- Using an External Form Layout
- Dynamically expanding form components at runtime
- Sample Workflows
- Automation Ops Pipelines
- System
- Release notes
- About the System activity package
- Project compatibility
- RegEx Builder Wizard
- Is Text Matching
- Find Matching Patterns
- Modify Text
- Modify Date
- Replace Matching Patterns
- Text to Left/Right
- Add Data Column
- Add Data Row
- Build Data Table
- Clear Data Table
- Get Row Item
- Update Row Item
- Merge Data Table
- Output Data Table
- Remove Data Column
- Remove Data Row
- For Each Row in Data Table
- Generate Data Table From Text
- Create List
- Append Item to List
- Read List Item
- Update List Item
- Add Log Fields
- Comment Out / Disabled Activities
- Comment
- Change Type
- Log Message
- Remove Log Fields
- Invoke Com Method
- Format Value
- Lookup Data Table
- Filter Data Table
- Sort Data Table
- Remove Duplicate Rows
- Join Data Tables
- Report Status
- Append Line
- Compress/Zip Files
- Copy File
- Copy Folder
- Create Folder
- Create File
- Delete
- File Exists
- Folder Exists
- Extract/Unzip Files
- Wait for Download
- File Change Trigger
- For Each File in Folder
- For Each Folder in Folder
- Delete File
- Delete Folder
- Move File
- Move Folder
- Rename Folder
- Rename File
- Path Exists
- Read Text File
- Write Text File
- Get File Info
- Get Folder Info
- Get Processes
- Get Username/Password
- Kill Process
- Beep
- Get Environment Folder
- Get Environment Variable
- Invoke Power Shell
- Input Dialog
- Message Box
- Browse for File
- Browse for Folder
- Invoke VBScript
- Process End Trigger
- Process Start Trigger
- File Change Trigger V3
- Trigger Scope
- Repeat Number of Times
- Text to Upper/Lowercase
- Set Environment Variable
- For Each
- Break / Exit Loop
- Retry Scope
- Check True
- Check False
- Workflow Placeholder
- Invoke Workflow File
- Launch Workflow Interactive
- Invoke Code
- Continue / Skip Current
- Multiple Assign
- Invoke Process
- Run Parallel Process
- While
- Do While
- Repeat Number Of Times
- Raise Alert
- Orchestrator HTTP Request
- Get Asset
- Get Credential / Get Orchestrator Credential
- Set Asset
- Set Credential
- Get Jobs
- Get Current Job Info
- Start Job
- Stop Job
- Add Queue Item
- Add Transaction Item
- Delete Queue Items
- Get Queue Items
- Get Transaction Item
- Postpone Transaction Item
- Set Transaction Progress
- Set Transaction Status
- Should Stop
- Wait Queue Item
- Bulk Add Queue Items
- Write Storage Text
- Upload Storage File
- List Storage Files
- Read Storage Text
- Download Storage File
- Delete Storage File
- Custom Input
- Append Item to Collection
- Build Collection
- Collection to Data Table
- Exists in Collection
- Filter Collection
- Merge Collections
- Remove From Collection
- Reset Timer
- Resume Timer
- Start Timer
- Stop Timer
- Timeout Scope
- Manual Trigger
- When New Item Added to Queue
- Stop Local Triggers
- Run Local Triggers
- Repeat Trigger
- Time Trigger
- Disable Local Trigger
- Enable Local Trigger
- Notify Global Variable Changed
- Global Variable Changed Trigger
- Extract Text
- Find and Replace
- Return
- Extract Date and Time from Text
- Change Case for Text
- Add or Subtract from Date
- Download file from URL
- Format Date as Text
- Split Text
- Combine text
- AddDataRow
- AddQueueItem
- AddTransactionItem
- AppendLine
- BulkAddQueueItems
- ClearDataTable
- CompressZipFiles
- CopyFile
- CreateFile
- CreateFolder
- DeleteFileOrFolder
- DeleteQueueItems
- DeleteStorageFile
- DownloadStorageFile
- ExtractUnzipFiles
- FilterDataTable
- GetAsset
- GetCredential
- GetJobs
- GetQueueItem
- GetQueueItems
- GetResourceForLocalPath
- GetRowItem
- GetTransactionItem
- InvokeProcess
- JoinDataTables
- ListStorageFiles
- LookUpDataTable
- MergeDataTable
- MoveFile
- OrchestratorHTTPRequest
- OutputDataTable
- PathExists
- PostponeTransactionItem
- ReadStorageText
- ReadTextFile
- RemoveDataColumn
- RemoveDuplicateRows
- Replace
- SetAsset
- SetCredential
- SetTransactionProgress
- SetTransactionStatus
- SortDataTable
- StartJob
- StopJob
- UpdateRowItem
- UploadStorageFile
- WaitQueueItem
- WriteStorageText
- WriteTextFile
- Testing
- Release notes
- Project compatibility
- About the Testing activity package
- Project Settings
- Add Test Data Queue Item
- Address
- Attach Document
- Bulk Add Test Data Queue Items
- Delete Test Data Queue Items
- Get Test Data Queue Item
- Get Test Data Queue Items
- Given Name
- Last Name
- Random Date
- Random Number
- Random String
- Random Value
- Verify Control Attribute
- Verify Expression
- Verify Expression With Operator
- Verify Range
- Address
- AddTestDataQueueItem
- AttachDocument
- BulkAddTestDataQueueItems
- DeleteTestDataQueueItems
- GetTestDataQueueItem
- GetTestDataQueueItems
- GivenName
- LastName
- RandomDate
- RandomNumber
- RandomString
- RandomValue
- VerifyAreEqual
- VerifyAreNotEqual
- VerifyContains
- VerifyExpression
- VerifyExpressionWithOperator
- VerifyIsGreater
- VerifyIsGreaterOrEqual
- VerifyIsLess
- VerifyIsLessOrEqual
- VerifyIsRegexMatch
- VerifyRange
- Workflow Events
- Workflow Foundation
Building your first forms
Workflow Activities
Last updated Apr 22, 2024
Building your first forms
This tutorial shows how to build forms used to collect user input, and based on it, perform other activities. For this example,
whenever a user visits the uipath.com website, it is prompted with a form asking if they want to try the UiPath products for free. If the answer is yes, then the
automation will create an account for the user, based on the email address they provide through the use of another form.
- Create a form that asks the user if they want to try UiPath products for free.
- Create a new Form file and name it
Want to try uipath for free.
. - Add a Label/Header component, and type
Hey there!
in the Content field. - Add a Radio component, and set the Label as
Do you want to try UiPath products for free?
. Configure two values for it:Yes
andNo
. - Remember the Property Name of the Radio component, because we'll use it to map data back into the workflow. For this example, the Property Name is
answer
.
- Create a new Form file and name it
- In case a user doesn't want to try UiPath products for free, create a form that asks the user why they don't want that.
- Create a new Form file and name it
Why don't you want to try uipath products for free
. - Add a Label/Header component and type
Ok, we respect your decision!
in the Content field. - Add a Text Area component and set the Label as
But before you leave, can you tell us why you don't want to try UiPath products for free?
. - If you want to map back into the workflow the reason why a user didn't want to try UiPath products for free, then remember the Property Name of the Text Area component.
- Create a new Form file and name it
- For the users that want to try UiPath products for free, create a form that prompts them to enter an email address to create
an account.
- Create a new Form file and name it
ask for user data
. - Add a Label/Header component and type
Time to create a user account and an organziation!
in the Content field. - Add an Email component, to make sure that the email address the user types isn't submitted, unless it's in a valid format. Set the Label as
What's the work email you want to create your account with?
- Create a new Form file and name it
- Create the Main file, that runs all triggers inside your project.
- Add a Use Browser/Application activity and indicate the target as the
www.uipath.com
website, to open the website before running the triggers. - Add a Run Local Triggers activity to run all triggers from the project at the same time.
- Add a Use Browser/Application activity and indicate the target as the
- Create another workflow named
uipath website opened
, to see if the user wants to try UiPath products for free and acting accordingly, based on their answer. - Add an Application Event Trigger activity, indicate the target as the UiPath website header, Event as Appeared, and the Scheduling mode as One Time.
- Add a Show Form activity. For Select Form choose the
Want to try uipath for free
form. - Add an If activity, and set the Condition as
answerUser.ToString = "yes"
(the format of the condition is variable.ToString = "the value of the answer you want to place the condition on")- Inside the Then block, add a Use Application/Browser activity.
- Add a Click activity inside of it and indicate the Try UiPath Free button.
- Add a Show Form activity, and select the
ask for user data
form, to ask for user's email address. - Inside the Else block, add a Show Form activity and select the
why don't you want try uipath products for free
form, to see why the user didn't want to try the UiPath products.
Check out the results of the tutorial in the video below:
To follow the steps and try out the tutorial yourself, download the sample project here.