Using action apps

Introduction

This app shows how to create an Action Center form for onboarding employees.

Demo app - try it yourself

Download demo app from GitHub

Demo app - instructions to use

1. Access the GitHub repository and download the following files:

   • Onboarding-Doc3.json - the action definition schema. Use this to define in Action Center the action form for onboarding employees.

   • App_BuildADeskNew.uiapp - the demo app that uses the the action definition. Import it in UiPath Apps.

   • SW_BuildADeskNew.uip - the Studio Web onboarding workflow. This creates the form in Action Center.

2. In UiPath^® Action Center - Actions, navigate to Admin Settings > Tenant > Action definitions:
   1. Click Add action definition > Import from file, and select the previously downloaded action definition schema.
   2. Name the action definition, then click Add.
3. In UiPath^® Apps, create a new app and import the previously downloaded demo app.
4. You may notice some errors. To fix them, replace the referenced action "Onboarding-Doc3" with the one in your tenant.
   
5. Publish the app to your tenant. To check if the app was published, navigate to Action Center - Actions, Admin Settings > Tenant > Action Apps. The "BuildADeskNew" app should be displayed.
6. In UiPath^® Studio Web > Projects, expand the New project button, click Import project, and select the previously downloaded Studio Web project.
7. Open the project, then from the Apps* dropdown, select the "BuildADeskNew" app. The defined fields of the action app are unfolded.
   Note:

   If, in the meantime, you modify the app, click Refresh to retrieve the latest version.

8. Test the project. The workflow creates an Action form, then pauses while expecting for you input.
9. Switch to Action Center - Actions, Inbox > Unassigned, then click the "BuildITDesk" action. To interact with the action, assign it to yourself.
10. From Pending tab in Action Center, click Approve or Reject to complete the action. Once the action transitions to the Completed tab, the workflow in Studio resumes.