- Release Notes
- Getting Started
- Tutorials
- Automation Projects
- Creating Automations
- Automation Basics
- Object Repository
- Automation Best Practices
- Tutorial: Creating a Pivot Table
- Tutorial: Iterating Through Rows in a Table
- Tutorial: Comparing Excel Files and Emailing Reconciliation Errors
- Tutorial: Extracting Data From Automated Emails and Moving It to a Desktop Application
- Tutorial: Filtering Data in Excel
- Tutorial: Formatting Cells
- Tutorial: Adding Information About the Files in a Folder to an Excel File
- Tutorial: Adding Your Own Formulas to the Project Notebook
- PowerPoint Automation
- Data Automation
- Common Activities
- Google Workspace Automation
- OneDrive & SharePoint Automation
- Troubleshooting
StudioX User Guide
2022.4.1
Release date: 9 May 2022
We’ve updated the templates feature within StudioX with a focus on usability. The Templates section on the StudioX Start Page now contains more templates that you to choose from to start your task.
The Templates tab has been updated with a new category, Getting Started, which contains a collection of reusable tasks that are meant to help you get started with StudioX. Annotations added to the activities in each template contain additional information about the purpose of the activities and how you can configure them.
Customizable Fields
We’ve added customizable fields to our templates, allowing a template to become a sample task with activities in place that you can configure by filling in the blank fields with your data.
When creating a template, you can mark and unmark fields as customizable by using the Plus menu and selecting Mark as customizable or Unmark as customizable. Customizable fields are marked with an icon and the data inside is cleared when the template is published.
Starting with StudioX 2022.4, Variables replace the default terminology for Save Value for Later Use. The core functionality remains the same, however, you can now select the data type when creating a variable and change it later in the automation manually or by using an activity.
Some activities and their terminology have been updated:
- The Save For Later activity has been renamed to Set Variable Value.
- Save for later and Use Saved Value displayed in the Plus menu have been updated to Create Variable and Use Variable.
- Saved values from the Data Manager are now displayed as Variables.
We’ve made some changes to the Data Manager in order to expand on some of the existing functionality. We’ve grouped together the options allowing you to add data to a task under the New option at the top of the panel. You can now add variables, arguments and connect to an Excel file directly from the New option.
Data Type Management
You can now see the data type, edit, and delete variables and arguments from the Data Manager panel by right-clicking on a variable or argument and selecting the desired option.
Variables and arguments can also be managed directly in the Data Manager by expanding them in the panel.
The Resources Panel
The Resources Panel has been replaced by the Data Manager panel. Orchestrator Resources (assets, processes, queues) are now available in the Data Manager, with the same functionality as in the Resources Panel. You can simply drag and drop an asset in your task or add it to an activity. Queues and processes require the Show Developer flag to be enabled in the Activity Panel.
When not using them, you can use the Filter to hide them from the panel.
New Activities
- Match Function - Searches for a specified item in a range of cells and returns the relative position of that item in the range.
Improvements
- The Copy/Paste Range and Append Range activities now catch errors when a copy or paste operation isn’t possible in Excel and display an error message.
- The Use Excel File activity has been updated with a new option in the properties panel, called Keep excel file open. If the excel file is not open at the time the project runs, it keeps the workbook open after the project finished running instead of closing it. This can be used to review the file afterwards.
- You can now specify an entire sheet as the source for the Create Pivot Table activity.
- The Create Pivot Table and Refresh Pivot Table activities have been updated with a new option, Layout, which allows you to change the layout and format of the pivot table. The available options are: compact, tabular, and outline.
New Activities
- Get Email By Id - Retrieves the email with the specified ID.
Improvements
- The Save Email Attachments activity has been updated with a new option, Exclude Inline Attachments. If selected, inline attachments (i.e. attachments embedded in the email body) are not saved.
- The Use Outlook 365 and Use Gmail activities now allow you to use multiple account connections by accessing the UiPath Orchestrator through Integration Services. The Default option has been replaced by the connection name.
- The Use Desktop Outlook App activity has been updated with a new option in the properties panel called Account mismatch behavior. You can indicate how the activity should behave in case the specified email account cannot be matched by selecting one of the available options: UseDefaultEmailAccount and Fail.
- The For Each Email activity has been updated with a new option, Retrieve attachments. If selected, attachments are retrieved along with the email.
- The
Uid
andMessage-ID
headers are now available in theMailMessage
object returned by the For Each Email activity when used inside Use Outlook 365, Use Gmail, and Use Desktop Outlook App. - The Save Attachments and Save Email Attachments activities have been updated with a new option, Exclude Inline Attachments. If selected, inline attachments (i.e. attachments embedded in the email body) are not saved.
- The tooltip of the Save to field in the Read Range activity has been updated with additional information about pasting the data once copied to clipboard.
- The Mail Activities pack has been upgraded to use Google API version 1.55.0.
- You can now add UIAutomation activities inside a Use Desktop Outlook App activity to quickly automate the interface of Outlook.
- Mail activities that have folder browsers now display the Drafts and Trash folders when used inside the Use Gmail activity.
Improvements
- The New Shape Name option has been added to the Add Image or Video to Slide, Paste Item into Slide and Add File to Slide activities, which allows users to change the name of the content placeholder where the item was added.
- The Format Slide Content activity has been updated with a new available modification, Change Shape Name, which can be used to change the name of a selected shape in the presentation.
- Added a new property named Clear existing text in content placeholder inside the Add Text to Slide activity. If selected, clears the text in the content placeholder before adding the new text.
Improvements
- You can now add UIAutomation activities inside a Word Application Scope / Use Word File activity to quickly automate the interface of Microsoft Word.
Improvements
- The Office365 activities pack has been updated to use Microsoft Graph API version 4.11.0.
- A new contextual menu is available for InArgument<String> properties used within the For Each File/Folder activity. For example, you can use the Write Line activity inside the For Each File/Folder activity to be able to access the following properties: Name, Web Url, Creation date, and Last modified date.
- A new parameter is available for the For Each File/Folder activity, named Include Subfolders, allowing you to specify whether to expand the search to include all subfolders of the selected cloud location.
- The Use OneDrive & SharePoint activity now allows you to use multiple connections by accessing the UiPath Orchestrator through Integration Services. The Default option has been replaced by the connection name.
- The Download as file field label has been changed to Download location in the Download File activity.
Improvements
- The Use Google Document, Use Google Spreadsheet, and Use Google Drive activities now allow you to use multiple account connections by accessing the UiPath Orchestrator through Integration Services. The Default option has been replaced by the connection name.
- The Upload File activity has been updated with a new option, called Convert to Google Workspace file type, that lets you convert uploaded files to Google Workspace file types, such as a Google document or spreadsheet.
- The Google GSuite Activities pack has been upgraded to use Google API version 1.55.0.
New Activities
- Else If - Evaluates a condition added using the Condition Builder and executes one or more activities specified in the Then branch when the condition is met. If the condition is not met, additional Else If branches can be added that contain their own Condition and Then branches. Multiple Else If branches can be added in cases where multiple conditions need to be checked. Optionally, an Else branch can be added at the end of the activity which is executed if none of the previous conditions were met.
- Change type - Changes the type of a variable to another type.
Improvements
- The Select File activity has been renamed to Browse for file.
- Added a new property named Skip folders where access is denied inside the For Each Folder in Folder and For Each File in Folder activities. If selected, folders where the access is denied are automatically skipped. This option is not selected by default.
- The highlight borders have been improved with better visibility when selecting multiple activities in StudioX.
- We’ve improved the error message that appears when a user is not allowed via governance to save a new project locally and doesn’t have a repository configured, and added a redirect to the Team tab upon clicking Ok to fix the issue.
- The Name and Url fields in the Team tab have been updated to no longer appear as being editable.
- A new option has been added to the
Plus
menu for fields that support conditional
statements, called True / False. The available options are
True
andFalse
. - Added a new property named Ignore file extensions inside the Wait for Download activity. Inside this field you can specify which file extensions should be ignored until the download completes. Find out more from the Wait for Download documentation.
- The Else If activity is now available in the StudioX profile.
- A new common scenario has been added, called Paste Excel chart into Powerpoint. It adds a Get Chart activity that selects a chart from an Excel file and copies it to clipboard, and a Paste Item into Slide activity that inserts the saved Excel chart into a PowerPoint presentation.
- Setting the AllowEditRepositories governance rule to False now prevents users from enabling or disabling already available repositories in the Team tab.
- The Save Email Attachments activity was failing to filter attachments when two or more Save Email Attachments activities were used consecutively.
- Searching for activities using the
Add Activity Search Bar returned the
Object reference not set to an instance of an object
error message in certain cases. - The Delete Rows activity was failing when working with Excel files that have more than a few hundred rows.
- An error was being generated when an Exit Loop activity was added inside a For Each Excel Sheet activity.
- Ranges were not copied correctly in certain cases when using the Copy/Paste Range activity.
- The Refresh Pivot Table activity was failing when it was used with a pivot table created through Power Query in Excel.
- The Save Email Attachments activity was failing to filter attachments when two or more Save Email Attachments activities were used consecutively.