UiPath Integrations

Quickstart

This guide shows you how to build an automation project to validate your Setup configuration.

To validate your configuration, you'll build an automation sequence using an activity from each of the supported applications included in the Microsoft Office 365 Activities Package (Microsoft Office 365 Scope, Excel, Files (OneDrive), and Outlook).

After completing the steps in this guide, you'll have an automation sequence that:

Prerequisites

Before you build your project:

  • Install UiPath Studio version 2018.3 or later (if you do not have it installed).
  • Complete the Setup configuration steps.

Steps

Create a new project

  1. Open UiPath Studio.
  2. Under New Project, click Process to create a new project (opening a New Blank Process window).
  1. Enter a project Name (e.g. "Office365Setup").
  2. Enter a project Location (you can keep the default value or enter a new one).
  3. Enter a project Description (e.g., "Office 365 setup test").
  4. Click Create.

You're done! Next, follow the steps below to add the Microsoft Office 365 Activities Package to your project via Manage Packages.

Add the Microsoft Office 365 Activities Package

  1. In your new project (e.g., "Office365Setup"), click Design at the top of the page.
  2. Click Manage Packages (this opens the Manage Packages window).
  1. Under All Packages, click Go!.
  2. Search for "Office365" (the search results automatically return as you type).
  3. Click UiPath.MicrosoftOffice365.Activities in the results panel (this opens the package details panel in the right-hand side of the window).
  4. Click Install.
  5. Click Save (this opens a License Acceptance window).
  1. Click I Accept in the License Acceptance window.

You're done! The Microsoft Office 365 Activities package is now in your Activities > Available > Integrations > Microsoft > Office 365.

Now, let's build your first Microsoft Office 365 automation project.

Build a Microsoft Office 365 automation project

Microsoft Office 365 Scope

  1. From the Microsoft Azure portal , copy the Application ID of the Office 365 application you registered during setup (Azure Active Directory > App registrations > Office365App).
  1. In the Activities panel, go to Available > Integrations > Microsoft > Office 365.
  2. Click, drag, and drop the Microsoft Office 365 Scope into the main Designer panel.
  1. In the Designer panel, click the Microsoft Office 365 Scope activity to open its Properties panel.
  2. In the AuthenticationId field, paste your copied "Authentication ID" (the ID must be inside " ").
  3. In the AuthenticationType dropdown, select InteractiveToken.
    • The InteractiveToken indicates that authentication is done via the URI you included during setup.
    • Because you selected InteractiveToken and you are going to run the sequence while you are present, you don't need to add a Password, Tenant, or Username in the Unattended section.
  4. In the Services dropdown, select Files, Mail.
    • The selected services reflect the API permissions you granted during Setup.

Create Folder

  1. In the Activities panel, go to Available > Integrations > Microsoft > Office 365 > Files > Create Folder.
  2. Click, drag, and drop the Create Folder activity into the Micorosft Office 365 Scope > Do sequence.
  1. In the Designer panel, click the Create Folder activity to open its Properties panel.
  2. Before adding property values, create a new variable. To create a variable, click the Variables tab below the Designer panel.
  1. Enter a Name for your variable (e.g., officeFolder).
  2. In the Variable type dropdown, select Browse for Types ... to open the Browse and Select a .Net Type window.
  1. Search for DriveItem (the results automatically return as you type).
  2. Select DriveItem from the search results (under Microsoft.Graph).
  3. Click OK.
  1. In the Properties panel of the Create Folder activity, enter a Name for the folder (e.g., "Office365Test")
  2. Enter a ParentDirectory variable (e.g., officeFolder).
  3. Enter a Folder variable (e.g., officeFolder).

Create Workbook

  1. In the Activities panel, go to Available > Integrations > Microsoft > Office 365 > Excel > Create Workbook.
  2. Click, drag, and drop the Create Workbook activity after the Create Folder activity in the Do sequence.
  1. In the Designer panel, click the Create Workbook activity to open its Properties panel.
  2. Before adding property values, create two new variables. To create the variables, click the Variables tab below the Designer panel.
  1. Enter a Name for the variable (e.g., officeWorkbook).
  2. In the Variable Type dropdown, select Microsoft.Graph.DriveItem.
    • The Microsoft.Graph.DriveItem is now shown in the quick select dropdown because you created the officeFolder variable with the same type in the previous step.
  1. Create the second variable, entering workbookURL in the Name field.
  2. In the Variable Type dropdown, select String (should be selected by default).
  1. In the Properties panel of the Create Workbook activity, enter a Name for your workbook (e.g., Office365Workbook)
  2. Enter a Parent variable (e.g.,officeFolder).
  3. Enter a Workbook variable (e.g., officeWorkbook).
  4. Enter a WorkbookURL variable (e.g., workbookURL).

Send Mail

  1. In the Activities panel, go to Available > Integrations > Microsoft > Office 365 > Outlook > Send Mail.
  2. Click, drag, and drop the Send Mail activity under the Create Workbook activity in the Do sequence.
  1. In the Designer panel, click the Send Mail activity to open its Properties panel.
  2. Enter the Body of the email (e.g., "Link to the workbook: " + workbookURL).
    • To improve readability and convert the workbookURL to a link in the email, be sure to include a space between your String and the workbookURL (like the space after the colon (:) in the String example above).
  3. Enter the Subject for the email (e.g., "Office365Workbook link")
  4. Enter the recipient email address in the To field (e.g., {"your email address"}).
    • Because the To property expects a String array (i.e., (String[]), the recipient email address must be inside { } and include " " like the example above.

You're done! Now that you have built your automation project, let's run it to see if it works

Run

  1. In the Design Ribbon, click Run.

Note

As the first automation run (against this registered application), you will be prompted to consent to the application's delegated permissions.

For more information, see Azure Active Directory consent framework in the Microsoft Azure documentation.

For an example of the consent experience, see Consent experience - an example in the Microsoft Azure documentation.

  1. To verify the run result, find the Office 365 Workbook email in your inbox and click the link to open the workbook.

You're done! Now that you validated your Microsoft Office 365 configuration, you can continue building more automation projects.


Quickstart


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