Skip to main content

Pathfinder Blog

Explore community shared insights & innovations.

  • 313 Topics
  • 219 Replies
313 Topics
A
Automation Anywhere TeamAutomation Anywhere Team
published in Pathfinder Blog
Bot Games Season 2: Community Week: Bot Spotlight with Helison Deoclecio from Autoglass

During Community Week we're hosting challenges and creating content with members of the Automation Anywhere community and in this one we have Helison Deoclecio as our guest  This video features Helison Deoclecio, an RPA Developer and lover of the IT world. He works at Autoglass, which is a Brazilian company that provides services to the insurance market, offers technology solutions and sells automotive glass and car parts to consumers, workshops and retailers. He's sharing a recent success story from his organization, with insights on how this process used to be done before automation, as well as how it is done currently now that it is automated. He tells us how he and his team were able to achieve this success, along with the lessons they learned from their previous experience with Bot Games! Don't forget to check Developer Challenges for more Bot Games content!

880
A
2 years ago
A
Automation Anywhere TeamAutomation Anywhere Team
published in Pathfinder Blog
Join our Automation Anywhere Meetup Groups

As we work with RPA developers globally, we have created different meetup groups across cities in India and Singapore (and will continue to expand) currently and will continue to expand, and you can choose to connect with the groups closer to your location. We look forward to meeting you in person once the conditions get better, till then let's continue to meet online.Bengaluru Meetup GroupDelhi Meetup GroupChennai Meetup GroupHyderabad Meetup GroupPune Meetup GroupSingapore Meetup GroupWe want to make sure the content at our meetup groups effectively meets the needs of our audience. In that regard, please feel free to let us know the topics, concepts, and capabilities you’d like to see in upcoming meetings by sending an email to developer@automationanywhere.comAlso, we are inviting RPA experts to come forward and share their expertise with the Developer community through these meetups. If you would like to deliver a session on the Automation 360 platform or if you have an idea for a b

900
A
2 years ago
A
Automation Anywhere TeamAutomation Anywhere Team
published in Pathfinder Blog
Top 3 Benefits of Using an RPA Platform

Automation Anywhere offers out of the box solutions that have the power to scale RPA, and these are my top 3 platform highlights! Access control and compliance You probably have read articles talking about how bad it is to have a micromanaging boss. Well, what about bots? The good thing is that we can (and should) micromanage them! That's what audit logs, centralized governance, analytics and granular role-based access controls are for. If everyone within an organization is creating and executing random scripts on their desktops you now have an organizational dependency on files that are not centrally stored, not reviewed by IT, and not scalable... not to mention what may happen when the individuals creating these scripts leave the company. Automation Anywhere provides access control and compliance and that enables you to make sure that whoever is developing bots in Automation 360 is following the organization's best practices, is storing their bots in a centralized place, and that ent

4990
A
2 years ago
A
Automation Anywhere TeamAutomation Anywhere Team
published in Pathfinder Blog
What's new in Automation 360: v.23

 See what's new in the latest release of the A360 Intelligent Automation Platform: the highlights for process discovery, intelligent document processing, RPA, and digital assistants. Discovery Bot In v.23, Discovery Bot gives both the analyst and the recorder user an enhanced user experience. The new version of the dashboard provides you with a quick overview of all the opportunities and the ability to search for a specific opportunity. In addition, the Process Design Document can now be downloaded in both Word and PDF, at both the opportunity stage and the submitted recording stage. IQ Bot In this new release users can now have complete control for document classification and are not dependent on the auto-classifier. If you ever had trouble parsing information from different types of tables in standard forms, you will no longer have to worry about it as IQ Bot now fully supports all distinct types of tables for standard format documents when using MS Forms Recognizer models. RPA Works

1300
A
2 years ago
A
Automation Anywhere TeamAutomation Anywhere Team
published in Pathfinder Blog
Inclusive Over Intrusive GrowthLearning Journey

Objective Change is something that can be difficult for many teams and individuals to deal with. For many organizations, introducing the automation capabilities provided by RPA represents a swift departure from the “It’s done this way because it’s always been done this way” approach that many operations teams take. In this learning experience, we’ll discuss some of the resistance that some organizational teams may have to adopting RPA, and how the CoE can take an inclusive approach to turn them from despising RPA to delighting in RPA. Change is something that can be really challenging for many individuals to deal with. It often brings, at least in the short term, uncertainty, instability, and insecurity. For those that work in IT, dealing with change is commonplace, as they often have to help people integrate a new platform/service, implement a new software, or create a technical solution where none previously existed. In many operational roles, however, change comes much less frequent

880
A
2 years ago
A
Automation Anywhere TeamAutomation Anywhere Team
published in Pathfinder Blog
IQBot Classifier: Train your machine learning model and optimize IDP

 IQ Bot is Automation Anywhere's Intelligent Document Processing solution. IQ Bot combines the power of RPA with AI technologies like Computer Vision, Natural Language Processing (NLP), fuzzy logic, and Machine Learning (ML) to automatically extract and validated data from business documents and forms. To setup/use IQ Bot, the process can be simplified as follows:Create a learning instance of like documents. Example: Invoices Indicate the optional/required fields to be extracted from this type of document. Example: Invoice Number, Invoice Date, Amount Due, etc. Upload images that are representative of that type of document so that IQ Bot can be trained on your documents. Example: Sample invoices from a collection of your different vendors, even when the structure isn't necessarily the same. Send that learning instance to production so that it can be invoked during bot executions. Run bots in production that consume that learning instance and make use of the extracted data. This proc

6850
A
2 years ago
A
Automation Anywhere TeamAutomation Anywhere Team
published in Pathfinder Blog
Meetup Recap: Working with XPath and Regular Expression in Automation 360

Thanks to our guest speaker Ashwin Ashok for sharing his expertise with the developer community.During this virtual meetup, we discussed the following topics:Xpath:- Introduction to Xpaths- Absolute and Relative Xpaths- Special Keywords in Xpaths- Extracting Pseudo Web tablesRegular Expressions (Regex):- Introduction to Regex- Common Keywords- Grouping Regex Patterns- Advanced Regex (Assertions)Here is the recording of the session for your reference: Here are the sample bots referenced in the session. Reference sites to learn XPath and Regex:Ashwin's blog to learn more about XPath, Regex and Web Automationhttps://regex101.com/https://selectorshub.com/xpath-practice-page/ Conclusion:While building RPA bots, knowledge of XPath can help you automate the interactions with web elements in a reliable manner. And when you are dealing with unstructured data, knowing how to work with regular expressions can assist you in performing data manipulations.To know about our upcoming meetups, here are

14890
A
2 years ago
A
Automation Anywhere TeamAutomation Anywhere Team
published in Pathfinder Blog
Package Development: Returning a List

  Carpenters use certain tools for getting their work done - hammers, wrenches, screwdrivers etc...in that same way, Automation Anywhere developers use packages for getting their work done - Recorder package, Simulate Keystroke package, Loops package, etc. Packages are the "tools" available to bot builders for building out their automation. Having the ability to create custom packages in the Automation Success Platform gives developers the ability to accelerate bot development times not only for themselves but also for the Automation Anywhere bot builders within their organization. Custom packages can be used for (but are not limited to) interfacing with internal/proprietary applications and services - enabling bots to quickly automate arduous tasks within an organization, or could be used to create connections to 3rd party applications to enable bot builders to quickly make connections/operations with those applications. This capability of creating your own custom packages - paired wi

2070
A
2 years ago
A
Automation Anywhere TeamAutomation Anywhere Team
published in Pathfinder Blog
No Human Input RequiredAutomation Pathfinder Program

No human input required means that no “human in the loop” is required - once invoked, these automations are designed to execute without human involvement/intervention. Click the link below matching the Solution Pattern Model for your use case for details on an appropriate automation template/framework, as well as the specific least privilege roles needed for execution. How will your automation be executed?UnattendedThere are 4 Solution Patterns for running Unattended Automations: Run Remote on DemandInitiating an automation run directly from the Control Room ad-hoc to run on unattended runners.  Run Remote via APIInitiating an automation using the Control Room API to run on one or more unattended runners/devices  Run Remote via API (Conversational)A ‘variation’ of ‘Run Remote via API’, this pattern involves invoking automation from an external “chatbot” The automation will be executed on one or more unattended runners/devices.  Run Remote via ScheduleAn automation that is initiated/con

4741
Micah.Smith
2 years ago
A
Automation Anywhere TeamAutomation Anywhere Team
published in Pathfinder Blog
Solution Pattern Modeling FrameworkAutomation Pathfinder Program

It can be a challenge to think about all the different ways that Intelligent Automation can be used and implemented. From running automations locally to ones running unattended on a server somewhere, or the automation + human collaboration capabilities of Automation Co-Pilot - there's a lot to consider when identifying new Intelligent Automation use cases to take on:Should it run locally or on unattended runner(s)? Should it be invoked by a human or run on a schedule? What roles do I need to give the runner? What roles do I need as a developer? What automation framework should I be using? Standardizing the Process In an effort to sort through some of this, Automation Anywhere has created a Solution Pattern Modeling Framework. This Solution Pattern Modeling Framework is designed to enable users to systematically categorize automation opportunities in order to simplify everything from automation builds to establishing roles, and configuring deployable assets into your environment. The be

18540
A
2 years ago
A
Automation Anywhere TeamAutomation Anywhere Team
published in Pathfinder Blog
Predictions for RPA in 2022 and Beyond

This post is from Automation Anywhere Developer Evangelist Micah Smith. It's intended to be an entertaining, challenging, and thought-provoking look into his personal views on the future of RPA/automation. Sometimes I wish I could see into the future. I often wonder "Am I going to enjoy this piece of grilled chicken that my wife made me even though it looks like it may be undercooked, or am I going to spend all night vomiting uncontrollably?". In addition to wondering about the quality of the food I eat, I also think a lot about the future in terms of the work that I do now, the industry I'm in, and where Automation Anywhere customers may be 12-36 months from now.  While some would discount that as useless mind-wandering (surely the food stuff, yes), in the role of Developer Evangelism it's an important consideration... I want to make sure that I, as well as fellow RPA developers/enthusiasts, can be well prepared for what comes next, and be well equipped to take on the challenges that

880
A
2 years ago
A
Automation Anywhere TeamAutomation Anywhere Team
published in Pathfinder Blog
How to Backup IQ Bot Learning Instances using API

This is a guest post from ChanduMohammad S, a Module Lead and a Senior RPA Developer. If you have an idea for a blog post or tutorial that you think would benefit the Automation Anywhere developer community, let us know at developer@automationanywhere.com. In this tutorial, we will look at how to create the backup of IQBOT Learning Instances i.e .IQBA extension files.Let’s first try to understand what is IQBA file and why backup is required before we proceed further.A learning instance in IQBOT is exported as IQ Bot archive i.e., IQBA file. Groups, bots, and learnings associated with the learning instance are also exported during this process. Creating IQBA file is required to take a backup of existing Learning Instances and it can also be deployed to other Environments [UAT or Prod] once the training & testing is completed.Here’s a visual overview of everything in this workflow.Kindly note this article is applicable for Automation 360 (formerly Automation Anywhere Enterprise A2019

1720
A
3 years ago
A
Automation Anywhere TeamAutomation Anywhere Team
published in Pathfinder Blog
Setting Up and Using the Salesforce Connector Part III

In parts I and II of our Salesforce Connector series of tutorials, we set up our Salesforce Dev environment, installed and configured the Automation 360 connector, and did a quick smoke test to ensure that the connection from Salesforce to our Automation 360 Control Room was working. With all of that setup out of the way, we're going to jump into building out a full bot that's able to be triggered from the Salesforce UI, perform a data lookup on a case, then update the Salesforce object properties with the data the bot gathered. If you didn't get a chance to check out part 1 or 2 yet, be sure to check it out so you can learn how to set up your Salesforce Dev environment (free) and install the Automation 360 connector (part 1) and configure the connector to interface with your Automation 360 Control Room (part 2). Setting Up and Using the Salesforce Connector Part IIIThe Automation Anywhere RPA Bots for Salesforce app that's available on Salesforce's AppExchange enables organizations to

1090
A
3 years ago
A
Automation Anywhere TeamAutomation Anywhere Team
published in Pathfinder Blog
IQ Bot: How to create a Custom Domain

This is a guest post from Setric Breeze J, a Certified RPA Developer with over 6 years of IT Experience. If you have an idea for a blog post or tutorial that you think would benefit the Automation Anywhere developer community, let us know at developer@automationanywhere.com. In this tutorial, we will look at how you can create a custom domain to be used in IQ Bot.Let's first try to understand what a domain is and why a custom domain is required before we proceed to create a custom domain.A Domain contains information about the language of the documents and the fields that the system extracts from the documents.Creating a custom domain is highly recommended when one or more of the following conditions are met:The fields of interest are unique to the use case Inbuilt/system domain doesn’t contain minimum required fields to aid document classification Inbuilt/system domain doesn’t have the required language listed for selectionHere are the sample documents we need to complete this tutoria

3670
A
3 years ago
A
Automation Anywhere TeamAutomation Anywhere Team
published in Pathfinder Blog
Meetup Recap: Working with APIs in Automation 360

Thanks to our guest speaker ChanduMohammad S for sharing his expertise with the developer community. During this virtual meetup, we discussed the following topics: – Different Actions in REST Web Service package – Industry Use Cases – Demos – Q&A Here is the recording of the session for your reference:  Reference InformationGET POST File Package: This package is helpful to upload/download files to/from API.JSON Object Manager Bot Store Package:Detailed tutorial to learn about how to use it is available here.JIRA documentation to use their endpoint is available here.Conclusion:Interaction with APIs is a crucial part of any modern-day application architecture and learning how to work with APIs is a key skill for an RPA Developer. Actions in the REST web service package along with the packages shared above provide you with the required toolkit to work with APIs while building RPA bots.To know about our upcoming meetups, here are the meetup group links in different cities for you to jo

3330
A
3 years ago
A
Automation Anywhere TeamAutomation Anywhere Team
published in Pathfinder Blog
Setting Up and Using the Salesforce Connector Part II

In part I, we set up our Salesforce Dev environment and installed the Automation 360 connector - now, it's time to configure the connector and test! This is part 2 of our 3 part Salesforce connector tutorial series. If you didn't get a chance to check out part 1 yet, be sure to check it out so you can learn how to set up your Salesforce Dev environment (free) and install the Automation 360 connector. Setting Up and Using the Salesforce Connector Part IIThe Automation Anywhere RPA Bots for Salesforce app that's available on Salesforce's AppExchange enables organizations to tightly integrate their Salesforce environment with the Automation 360 platform. This integration enables Salesforce users to trigger bots directly from the Salesforce interface (or via flows) that can run on attended or unattended Automation 360 bot runners. The Salesforce users triggering bots don't have to have Automation Anywhere Control Room accounts, nor do they need to know anything about configuring a bot runn

2180
A
3 years ago
A
Automation Anywhere TeamAutomation Anywhere Team
published in Pathfinder Blog
Setting Up and Using the Salesforce Connector Part I

Have you connected your Salesforce environment with your Automation 360 environment yet? If not - check out this 3 part tutorial series on setting up and using the Automation Anywhere Salesforce connector available on the Salesforce AppExchange. The Automation Anywhere RPA Bots for Salesforce app that's available on Salesforce's AppExchange enables organizations to tightly integrate their Salesforce environment with their Automation 360 environment. This integration enables Salesforce users to trigger bots directly from the Salesforce interface that can run on Automation 360 bot runners (this can be attended or unattended based on how each bot configuration is set up). Best of all, variables from the executing bot marked as output values can be mapped back to Salesforce to automatically update/create/delete Salesforce objects. Who This is For This tutorial is designed for anyone interested in seeing how Automation 360 and Salesforce can be integrated. That means that throughout the tut

8580
A
3 years ago
A
Automation Anywhere TeamAutomation Anywhere Team
published in Pathfinder Blog
Bot Building Keyboard Shortcut Secrets

Keyboard shortcuts enable users to navigate through and use apps more quickly...but did you know there are a host of keyboard shortcuts available in Automation 360?  Keyboard Shortcuts Keyboard shortcuts enable us all to work more efficiently in the apps that we use every day. If you build in Visual Studio, you're likely familiar with pressing F5 to execute your code with debugging. If you're used to building in IntelliJ, you're likely familiar with pressing Shift+Shift to Search Everywhere or Alt+Enter to invoke Context Actions. Did you know there are also a host of keyboard shortcuts that you can use in Automation 360 to enable you to move more quickly through your bot building process?Let’s breakdown some of the keyboard shortcuts you should be using and understand their benefit. Full documentation on Keyboard Shortcuts in Automation 360 Search: Ctrl + F Search is technically new with the .22 release of Automation 360. Now, developers can quickly and easily find references to variab

5770
A
3 years ago
A
Automation Anywhere TeamAutomation Anywhere Team
published in Pathfinder Blog
Meetup Recap: Working with the Automation 360 Control Room API

Guest speaker: Asif Shaikh, Lead RPA Consultant at Atos Syntel.Automation Anywhere Control Room provides various APIs that allow you to customize the way that you (and your bots) interact with the Automation Anywhere platform.During this meetup, our Guest speaker Asif along with Arjun discussed the following topics:– Control Room Authentication– Deploying a bot– Export and Import a bot– Create and manage User Accounts and Roles– Create and manage CredentialsHere is the recording of the session for your reference:  You can download the Automation 360 postman collection discussed in the video from here.Conclusion:Control Room APIs provide you with a lot of flexibility to work with the Control Room and bots. You can choose to work with these APIs through Swagger, Postman or even call them from Automation 360 bots using the REST package.To know about our upcoming meetups, here are the meetup group links in different cities for you to join. We look forward to meeting you in person once the

2030
A
3 years ago
A
Automation Anywhere TeamAutomation Anywhere Team
published in Pathfinder Blog
How to Copy Credentials from V11 to Automation360 using Control Room APIs

This is a guest post from Asif Shaikh, a Lead RPA Consultant with Atos Syntel. If you have an idea for a blog post or tutorial that you think would benefit the Automation Anywhere developer community, let us know at developer@automationanywhere.com.  In this tutorial, we will look at how you can copy Credentials from V11 to Automation360 using Control Room APIs in Postman. Also, we have shared the link (at the end of the article) to the Automation 360 bot which can copy the credentials, if you would like to try it out. This is useful when you have an Automation 360 CR already setup and want to copy over the credentials from V11 CR. Here are the pre-requisites and information required before you can try out this tutorial:Basic Knowledge of APIs Credential details (Both V11 and Automation 360) Familiarity with Automation Anywhere Control RoomDisclaimer: As a security measure, the process will only not copy the passwords stored in the Credential vault, however, the name of the credential

5230
A
3 years ago
A
Automation Anywhere TeamAutomation Anywhere Team
published in Pathfinder Blog
5 Cant Miss .22 Features Now in Community Edition

The newest Automation 360 updates hit the Automation Anywhere Community Edition last week by way of the .22 release. While the release itself has tons of killer features for both Community Edition and Enterprise users, we wanted to highlight some of the newest features that are now available in the Automation Anywhere Community Edition. Global Sessions Global Sessions are now available in the DLL package, the Excel Advanced package, and the Terminal Emulator Package. Global sessions enable developers to share sessions across multiple tasks/subtasks without having to close/re-open sessions and files. This also means that developers can build subtasks with maximum re-usability in mind as subtasks can easily be used across multiple bots – even in situations where sessions would have previously prohibited such reusability. To try out these new Global Sessions, use the Excel Advanced: Open action to start a new Excel Advanced session. At the bottom of the action configuration, you should se

1510
A
3 years ago
A
Automation Anywhere TeamAutomation Anywhere Team
published in Pathfinder Blog
Meetup Recap: PDF Operations in Automation 360

Guest speaker: Theertha K S, A-lister & Technical Manager at Mindtree Limited.As we all know, PDF documents are one of the most common documents used in business processes. They can be categorized depending on the way the file originated. It can either be a Digitally created PDF or a scanned PDF.During this virtual meetup, we discussed the following topics:- Extract data from PDF- Merge and Split PDFs- Encrypt and decrypt documents- Set data to fillable PDFs  You can use PDF package, which is in-built in the Automation 360 platform. You can then explore extended capabilities through the PDF Utilities package from Bot Store. PDF Utilities Package - Bot StorelinkAlso, here is a deep dive tutorial on PDF Utilities package by Lara Argento.Conclusion:Mastering to work with PDF documents is an important skill since most businesses use documents in this format. You can choose between an in-built PDF package or PDF utilities package to use based on your specific use case. To extract tabula

1330
A
3 years ago
A
Automation Anywhere TeamAutomation Anywhere Team
published in Pathfinder Blog
Bot Games 2021 Hackathon Winners

Bot Games 2021Bot Games 2021 was a month-long event created by developers, for developers designed to engage, upskill, challenge, and celebrate the Automation Anywhere developer community. Bot Games was a bit different this year (besides being 100% virtual) as there were two components:Bot Wars - a series of weekly challenge pages designed to test your skills as an RPA developer and gamify the experience of optimizing your solutions. (If you missed participating in any of these challenges - good news, they are still available)Bot Games Hackathon - a month-long project-driven experience designed for developers (or teams of developers) to demonstrate their expertise in bot building as they submitted projects around the theme of returning to a new normal - bots and solutions designed to help employees return to a better, more creative workplace.In this post, we'll focus on the Bot Games Hackathon component of Bot Games as well as announce the winners from our Hackathon!Bot Games Hackathon

2500
A
3 years ago
A
Automation Anywhere TeamAutomation Anywhere Team
published in Pathfinder Blog
Improving Customer Experiences in the Call Center with AARI

This tutorial is a guest post from Jim Frost, Solutions Partner at R-Path Automation. Jim is a Most Valuable Pathfinder, as well as an experienced automation architect responsible for designing solutions that achieve superior ROI for R-Path customers. He was gracious enough to share his insights on where AARI can add value to Automation Anywhere customers.   In this blog post, we'll walk through how you can utilize Automation Anywhere's Robotic Interface (AARI) in a Customer Support (CS) environment. This post will be primarily focused on:Discussing the most common use-case for AARI in a CS environment How to ask value-add questions during the stakeholder conversations Some other, non-CS use-cases we’ve been exposed to Common Use-Case We're all pretty familiar with how a typical CS call might go: The customer calls in (1), the Customer Support representative asks for an ID# of some sort (2), and then, frequently, the customer is either put on-hold, or is forced to listen to the Custome

2290
A
3 years ago
A
Automation Anywhere TeamAutomation Anywhere Team
published in Pathfinder Blog
Bot Store Spotlight - PDF Utilities Package

 The PDF Utilities Package is one of the most popular packages in Automation Anywhere’s Bot Store. This package provides a bot the ability to read and complete Adobe PDF and XFA forms. Additionally, this package provides for the capability of merging 2 PDF files or merging all PDF files found within a directory.The form fields actions support setting a checkbox, selecting a radio button, and selecting an item from a dropdown in a form.To follow along with the video tutorial above, use the attached AnywhereClubForm.Video Recap:Getting the PackageGo to Bot Store to download packages from Bot Store. Once you click on “Get Package” use “Add to Control Room” if you are on the Enterprise Edition, or “Download as zip file", for Community Edition. If downloaded as a zip, you can click on the "Import Bots" button in the top right corner of the “Automation” tab.If you selected "Add to Control Room" on Enterprise Edition, click the "Automation" tab from the left-hand menu. You should see 3 tabs a

7460
A
3 years ago
Terms & ConditionsCookie settings