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„UiPath Chapter Zurich“, Virtual MeetUp
Wednesday, 26 October 2022
RPA Community
„Custom Activities“
Agenda
• Why Custom Activities / Activity Builder?;
• Practical Examples and Helpful Activities;
• Discussion & Comparison of Activities, Snippets and Workflows –
and their Reusability;
• Publishing Custom Activities across Teams & Organisations;
• Discussion, Q&A
• Next Meetups Zurich Community:
• 7 December 2022 (German)
• 8 March 2023 (English)
2
Roman Tobler
roman.tobler@routinuum.ch
Speakers / Hosts
Routinuum GmbH, Wallisellen (Switzerland)
www.routinuum.ch
Adrian Ackermann
adrian.ackermann@routinuum.ch
Definitions and Overview of Activities, Packages &
Dependencies;
The Need to Build Custom Activities & Libraries
Why Custom Activities?
UiPath Studio – Panel Overview
5
Product & Activities «Lifecycle»
• Custom Activities can become obsolete
• i.e. «Get PDF Page Count», newly introduced in v3.2.2 (May’20 – 20.4
Release)
https://docs.uipath.com/activities/docs/release-notes-uipath-pdf-
activities#v322
• More features are developed and added frequently
(Major Releases: xx.4 / xx.10)
• However, this requires Software Updates (more tedious: «on premise setups»)
• UiPath Product Lifecycle
https://docs.uipath.com/overview-guide/docs/product-lifecycle
• UiPath Activities Lifecycle
https://docs.uipath.com/overview-guide/docs/activities-lifecycle
• UiPath Insider Preview Program
https://www.uipath.com/rpa/insider
6
Why Custom Activities / Libraries?
• New capabilities & more efficient ways – less workarounds
• i.e. less «nested IF functions», proper code
• Effectivity: Using the right tools/toolset for the right purpose
• Reusability: Build something (only) once
• Maintainability: Easier to support and maintain
• i.e. same Login or UI Interactions in many UiPath Projects – update
once, centrally
(see also/later: «Project Dependencies Mass Update Tool»)
• Provide a set of helpful (internal) activities and integrations for
your colleagues (or even Citizen Developers)
7
A Few Common Libraries / Ideas
• Config Management
• API, SQL or Data Service/Portal-based Config Calls
• See Community Meetups:
• Zurich (June ‘22) https://community.uipath.com/events/details/uipath-zurich-
presents-configuration-management-and-data-service-deep-dive/
• Johannesburg (Nov. ‘21)
https://community.uipath.com/events/details/uipath-johannesburg-presents-
uipath-configuration-management/
• Systems Login
• Standard Queries
• Mail-Sender
• Log Messaging / Event Log Generation / Support
8
Object Repository
• UI Applications, UI Libraries
• UI «Descriptors»
• Reusability: Global Reuse
• Community Meetup (London) on «Object Repository»:
https://community.uipath.com/events/details/uipath-london-presents-object-repository/
9
Management of Automation
• (Out of Scope: Governance, Roles & Responsibilities, …)
• Processes Overview
• Title, Description, Owner, …
• PDD, Recordings, Schedule, Test Cases, …
• Dependencies, Reusable Components, Mechanics
• Reusable Components Overview
• Development Best Practices & Governance
10
Libraries («Library Activity»);
Activity Creator (for Visual Studio)
Practical Examples
About Libraries («Library Activity»)
• Official Documentation
https://docs.uipath.com/studio/docs/about-libraries
• How to create a basic Library:
https://docs.uipath.com/studio/docs/creating-basic-library
• Demonstration of building a library:
• Create, build and publish
• Settings
• In / Out Arguments
12
The Activity Creator (for Visual Studio)
• Official Documentation:
https://docs.uipath.com/developer/docs/using-activity-creator
• Prerequisites:
• Visual Studio (Community) 2022 – (with .NET Desktop Development)
https://visualstudio.microsoft.com/vs/
• UiPath Marketplace Feed (as package source)
https://gallery.uipath.com/api/v3/index.json
Instructions on adding package sources:
https://docs.microsoft.com/en-us/nuget/consume-packages/install-use-packages-
visual-studio#package-sources
• .NET 6 [potentially install .NET Framework 4.6.1 – Activity Creator Compatibility]
https://dotnet.microsoft.com/en-us/download/dotnet/6.0
• (UiPath Studio)
13
Simple Activity with the Activity Creator
• Before you start / initial setup:
• Add the UiPath Activity Creator Extension (to Visual Studio)
Open Visual Studio and click Extensions → Manage Extensions
• Search (Online) for “UiPath”
Download the UiPath Activity Creator extension
• Create a new project – based on “UiPath Standard Activity
package” (template)
14
Experiences, Impressions or Questions
Discussion / Questions
Publishing Custom Activities across Teams &
Organisations (as shown in Practice Examples);
UiPath Marketplace;
Maintaining Dependencies
Publishing
UiPath Marketplace
• Link to the Marketplace: https://marketplace.uipath.com/
• Application as a Publisher («Become a Publisher»)
• Free or paid Activities/Packages can be published
https://docs.uipath.com/marketplace/docs/publishing-guidelines-how-to-submit
• Reviews by UiPath, Security & Certification Program
https://docs.uipath.com/marketplace/docs/certification-program-overview
• Content Quality, Malware Analysis, Security Best Practices Scans,
Functionality Testing (Source Code, Description & User Guide)
• Examples – Marketplace Listings of William Blech Sister:
https://marketplace.uipath.com/profile/bill-blech
17
Dependencies «Mass Update»
18
Feedback, Impressions and Questions?
Discussion, Questions & Remarks
Upcoming MeetUps
• Robot Success Factors of Bot-Human-Interactions
• 7 December 2022 (German)
• Conversational AI and Intelligent Automation – Druid & UiPath-
Integrations
• 8 March 2023 (English)
• Link to our Zurich Community on UiPath.com:
https://community.uipath.com/zurich/
20

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Custom Activities in UiPath (Activity Builder)

  • 1. „UiPath Chapter Zurich“, Virtual MeetUp Wednesday, 26 October 2022 RPA Community „Custom Activities“
  • 2. Agenda • Why Custom Activities / Activity Builder?; • Practical Examples and Helpful Activities; • Discussion & Comparison of Activities, Snippets and Workflows – and their Reusability; • Publishing Custom Activities across Teams & Organisations; • Discussion, Q&A • Next Meetups Zurich Community: • 7 December 2022 (German) • 8 March 2023 (English) 2
  • 3. Roman Tobler roman.tobler@routinuum.ch Speakers / Hosts Routinuum GmbH, Wallisellen (Switzerland) www.routinuum.ch Adrian Ackermann adrian.ackermann@routinuum.ch
  • 4. Definitions and Overview of Activities, Packages & Dependencies; The Need to Build Custom Activities & Libraries Why Custom Activities?
  • 5. UiPath Studio – Panel Overview 5
  • 6. Product & Activities «Lifecycle» • Custom Activities can become obsolete • i.e. «Get PDF Page Count», newly introduced in v3.2.2 (May’20 – 20.4 Release) https://docs.uipath.com/activities/docs/release-notes-uipath-pdf- activities#v322 • More features are developed and added frequently (Major Releases: xx.4 / xx.10) • However, this requires Software Updates (more tedious: «on premise setups») • UiPath Product Lifecycle https://docs.uipath.com/overview-guide/docs/product-lifecycle • UiPath Activities Lifecycle https://docs.uipath.com/overview-guide/docs/activities-lifecycle • UiPath Insider Preview Program https://www.uipath.com/rpa/insider 6
  • 7. Why Custom Activities / Libraries? • New capabilities & more efficient ways – less workarounds • i.e. less «nested IF functions», proper code • Effectivity: Using the right tools/toolset for the right purpose • Reusability: Build something (only) once • Maintainability: Easier to support and maintain • i.e. same Login or UI Interactions in many UiPath Projects – update once, centrally (see also/later: «Project Dependencies Mass Update Tool») • Provide a set of helpful (internal) activities and integrations for your colleagues (or even Citizen Developers) 7
  • 8. A Few Common Libraries / Ideas • Config Management • API, SQL or Data Service/Portal-based Config Calls • See Community Meetups: • Zurich (June ‘22) https://community.uipath.com/events/details/uipath-zurich- presents-configuration-management-and-data-service-deep-dive/ • Johannesburg (Nov. ‘21) https://community.uipath.com/events/details/uipath-johannesburg-presents- uipath-configuration-management/ • Systems Login • Standard Queries • Mail-Sender • Log Messaging / Event Log Generation / Support 8
  • 9. Object Repository • UI Applications, UI Libraries • UI «Descriptors» • Reusability: Global Reuse • Community Meetup (London) on «Object Repository»: https://community.uipath.com/events/details/uipath-london-presents-object-repository/ 9
  • 10. Management of Automation • (Out of Scope: Governance, Roles & Responsibilities, …) • Processes Overview • Title, Description, Owner, … • PDD, Recordings, Schedule, Test Cases, … • Dependencies, Reusable Components, Mechanics • Reusable Components Overview • Development Best Practices & Governance 10
  • 11. Libraries («Library Activity»); Activity Creator (for Visual Studio) Practical Examples
  • 12. About Libraries («Library Activity») • Official Documentation https://docs.uipath.com/studio/docs/about-libraries • How to create a basic Library: https://docs.uipath.com/studio/docs/creating-basic-library • Demonstration of building a library: • Create, build and publish • Settings • In / Out Arguments 12
  • 13. The Activity Creator (for Visual Studio) • Official Documentation: https://docs.uipath.com/developer/docs/using-activity-creator • Prerequisites: • Visual Studio (Community) 2022 – (with .NET Desktop Development) https://visualstudio.microsoft.com/vs/ • UiPath Marketplace Feed (as package source) https://gallery.uipath.com/api/v3/index.json Instructions on adding package sources: https://docs.microsoft.com/en-us/nuget/consume-packages/install-use-packages- visual-studio#package-sources • .NET 6 [potentially install .NET Framework 4.6.1 – Activity Creator Compatibility] https://dotnet.microsoft.com/en-us/download/dotnet/6.0 • (UiPath Studio) 13
  • 14. Simple Activity with the Activity Creator • Before you start / initial setup: • Add the UiPath Activity Creator Extension (to Visual Studio) Open Visual Studio and click Extensions → Manage Extensions • Search (Online) for “UiPath” Download the UiPath Activity Creator extension • Create a new project – based on “UiPath Standard Activity package” (template) 14
  • 15. Experiences, Impressions or Questions Discussion / Questions
  • 16. Publishing Custom Activities across Teams & Organisations (as shown in Practice Examples); UiPath Marketplace; Maintaining Dependencies Publishing
  • 17. UiPath Marketplace • Link to the Marketplace: https://marketplace.uipath.com/ • Application as a Publisher («Become a Publisher») • Free or paid Activities/Packages can be published https://docs.uipath.com/marketplace/docs/publishing-guidelines-how-to-submit • Reviews by UiPath, Security & Certification Program https://docs.uipath.com/marketplace/docs/certification-program-overview • Content Quality, Malware Analysis, Security Best Practices Scans, Functionality Testing (Source Code, Description & User Guide) • Examples – Marketplace Listings of William Blech Sister: https://marketplace.uipath.com/profile/bill-blech 17
  • 19. Feedback, Impressions and Questions? Discussion, Questions & Remarks
  • 20. Upcoming MeetUps • Robot Success Factors of Bot-Human-Interactions • 7 December 2022 (German) • Conversational AI and Intelligent Automation – Druid & UiPath- Integrations • 8 March 2023 (English) • Link to our Zurich Community on UiPath.com: https://community.uipath.com/zurich/ 20