To successfully establish a connection and send requests from your Tableau extension to your UiPath Orchestrator instance, the Tableau extension must provide authentication credentials and other connection details about your Orchestrator tenant.
The steps below will walk you through the basics of how to install the extension, configure it to start a Job in UiPath Orchestrator, and finally how to select data from Tableau and send it to a robotic process.
- Install the UiPath Connector extension (.trex file) on your Tableau dashboard using the Setup instructions.
- Open the Configuration dialog to create a new (or edit an existing) Start Job configuration (see Configuration).
- From the left side navigation, choose the option to Create a New Job. This will start the Configuration Wizard which will take you through the following steps:
a) The Job Information screen is where you will specify the Name and a Description as you want them to appear on the dashboard.
b) You will next be asked to create a new or use an existing connection to your Orchestrator tenant o from the Connection Settings page.
c) The Process / Robot Selection page will allow you to specify using a specific a robotic process or queue.
d) The Data Mapping page is next and is where you will map your Tableau data to the Orchestrator process' input parameter.
e) Lastly you will be shown a Configuration Summary
page where you can review your settings before saving.
- Once you complete the configuration steps, you will see a Start Job button on your dashboard for each process configuration you have created, as the extension allows you to create multiple Job definitions for you to use on your Tableau dashboard. You can also customized the button labels to make them easier to differentiate.
Updated 3 months ago