This video shows how to set up a workflow using
automation components in the RPA Desktop Design Studio. Currency exchange rates are
always changing. Rather than manually checking these rates every day,
let's create an automated currency exchange rate converter workflow that pulls current
rates and automatically enters them into a spreadsheet.
We begin by creating two new incidents for extracting each currency conversion rate that
we want to track. The first incident will extract the conversion
rate for pound Sterling to the US Dollar. The second incident will extract the conversion
rate for the Australian Dollar to the US Dollar. Now that each incident has been submitted, we
go to Flow Designer. Here, the created flow picks the new incidents for
currency conversion and adds them to the work queue. Based on our Trigger, Table, and Condition, we see that any incident with the word, currency,
in the short description that is created or updated will perform an action. In this case, the action performed is Add Work
item to Queue. Everything looks good. Now we can check the work queue for the two
currency converter incidents. We navigate to List, then Queues, and select the
Currency Converter Queue. We can see the created bot process, as well as
the items in the Currency Converter Work Queue. The submitted Currency Converter work queue items
are currently in Pending status. The status of the items can be updated by using
an unattended robot to execute an automation file.
Let's use the RPA Desktop Design Studio to create an unattended automation that will
extract the current currency exchange rates from the currency site and update the status of
the work queue items. First, let's open the RPA Desktop Design
Dtudio on the Windows machine and create a new unattended automation. We open the currency conversion website that
will be used to source the currency conversion rates.
Next, we'll record the unattended automation by selecting Launch Recorder and begin recording.
From here, we select the current currency rate for pound
sterling to US Dollar and Australian dollar to US Dollar. Then we stop recording. The two currency rates
that have been recorded are displayed under Recorded actions. Let's save the recording. In this example, we're using an existing
UniversalApplication, so we save the global object as an existing one. Now, we can match the recorded currency rates
to the attributes. When done, we can see the completed activity,
which will then be part of the completed unattended automation.
We also see the activity that will enter the currency exchange rates into the spreadsheet. Let's publish the automation to RPA Hub. Now that
we've completed the automation in RPA Desktop Design Studio, we return to the
RPA Hub to open the bot process for the Currency Converter Automation Process. Here, we can see several details about the bot
process, and we can check the schedule by days, hours, and minutes. The newly created unattended robot will execute
the automation that we just created based on these defined schedules. The Robot Calendar can be viewed on the Robot
page. The Robot Calendar can be used to manage and
plan a robot's schedule across different time zones in a single view. The schedule looks right, so now we can start the automation process! The state shows as running, and our currency
conversion rate website appears. To see if the bot process is completed,
we refresh again, and we see the process job is successfully completed. However, we still need to make sure the work
order queue is successful as well, so we navigate to Currency Converter Queue, click
refresh, and see the state of the currency converter work queue as successful. Now, all that's left to do is verify both of
the currency conversion rate numbers match, and open the package file in our spreadsheet. Everything looks good. Finally, we open the automatically updated
spreadsheet that contains the currency conversion rates. And there are the updated
currency conversion rates for pound Sterling to US Dollar and Australian Dollar to US Dollar. Now, we can check this data sheet for currency
conversion rates instead of looking them up manually.
For more information, see our product documentation or knowledge base. Or ask a
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