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Best Practices Bizagi Tips and Tricks

Customize case number in Bizagi

In Bizagi, we refer to process instances as cases and present them to end users. By default, we assign an internal sequence for numbering each case and display it as the “Case Number”. This ensures that each case is uniquely identified and eliminates the possibility of duplication or conflicts. However, you can customize the numbering sequence to meet your specific needs. We also recommend using prefixes when using sequences to prevent duplication in case numbering. We allow you to define customized sequences, including prefixes and suffixes, for all or some of your processes.

Categories
Excel

Beautiful To-Do List (Excel Template)

To-do list excel template preview

How do you manage your time and tasks? What application do you normally use to keep track of your daily/weekly tasks? These should be fairly easy questions, right? For most of us, it isn’t. Let’s have a look at some statistics.

Time and task management statistics

  • 18% of people have a dedicated Time Management system. 82% of people do not have a dedicated Time Management system.
  • 33% of people use a To-Do List to manage their time and tasks.
  • 24% of people use their Email Inbox as their time and Task Management system.
  • 12% of people schedule all of their tasks in their diaries in advance.
  • 25% of people “Just deal with whatever seems most important at the time”. (source: acuitytraining.co.uk)
Categories
Bizagi Tips and Tricks

Bizagi cloud migration

Bizagi is moving to the cloud. How does this impact your business?

Bizagi cloud migration

If your organisational processes were developed on-premise, that means your company needs to take the decision to migrate to the cloud. The reason for this is that Bizagi stopped the sales of new on-premises licenses.

Categories
RPA UiPath

RPA Testing with Studio (UiRPA part 21)

RPA Testing with Studio

About the course

RPA is software, so the development cycle has to include all the established stages, including testing. Done correctly, RPA testing can lower maintenance costs, thus increasing the value brought by automation. 

This course positions RPA testing in the overall automation process and covers in depth the relevant features for testing in UiPath Studio. It mainly focuses on unit testing for your RPA workflows and includes best practices from projects implemented by the UiPath development teams. 

What you will learn in this course

At the end of this course you should be able to:

  • Explain the causes that affect the robot’s stability and how they can be tackled.
  • Build the case for RPA testing.
  • Describe the levels of RPA testing.
  • Create basic and data-driven test cases for RPA workflows.
  • Explore the dedicated verification features for RPA Testing.
  • Use Test Explorer to group tests together, perform debugging, and analyze activity coverage. 
  • Use mock testing to simulate real objects in RPA testing scenarios.
  • Follow the good case practices identified by RPA developers from real automation projects.
Categories
RPA UiPath

Version Control Systems Integration in Studio (UiRPA part 20)

Version Control Systems Integration in Studio

About the course

This course provides an overview of the version control systems which can be used with UiPath Studio, with a focus on the main actions you can perform with Git. 

What you will learn in this course

At the end of this course you should be able to:

  • Explain what version control systems are.
  • Identify the version control systems that are integrated in UiPath Studio.
  • Perform the most important actions within a version control system integration (we will use Git as an example).
Categories
RPA UiPath

PDF Automation with Studio (UiRPA part 19)

PDF Automation with Studio

About the course

The PDF Automation in UiPath Studio course is for those with existing knowledge of RPA. You will learn more about UiPath Studio and PDF data extraction with UiPath. Through video tutorials, you will learn about the types of PDF documents and how to install the UiPath PDF Activities package. We teach about UiPath PDF scraping and how to extract data from blocks of text and tables in PDFs using UiPath Studio.   

What you will learn in this course

At the end of this course you should be able to:

  • Install the UiPath PDF Activities Package.
  • Use different activities in Studio to extract large pieces of text from the PDF files. 
  • Extract a single piece of information from a PDF document.
  • Use different activities in Studio to extract data from multiple PDFs with similar structures.
  • Use the UI automation capabilities of Studio to extract fluctuating values from multiple files with the same structure. 
Categories
RPA UiPath

Email Automation with Studio (UiRPA part 18)

Email Automation with Studio

About the course

In this course, we will explore how working with email can become fast and reliable with the use of UiPath Studio and email-related activities.

Keep your inbox open and get ready to see the tasks that can be automated in order to save valuable time.

What you will learn in this course

At the end of this course, you should be able to:

  • Install the dedicated email activities in UiPath Studio.
  • Retrieve email messages based on the email client and server in use.
  • Automate the interaction with emails by filtering and downloading attachments.
  • Use the different ‘Send Email’ activities available.
  • Use message templates to send emails.
Categories
RPA UiPath

Working with Orchestrator Resources (UiRPA part 17)

Working with Orchestrator Resources

About the course

In this course, we’ll look at topics such as working with queues, differentiating processes based on the way they handle transactions, as well as clearly identifying transactions to automate within a process. Apart from this, we’ll also look at the possibility of using Orchestrator as a repository for libraries, assets, and so on.

What you will learn in this course

At the end of this course you should be able to:

  • Use Orchestrators resources directly in Studio.
  • Publish, install and update libraries and templates in Orchestrator.
  • Store files in storage buckets and use them in automation projects.
  • Create, populate and consume Orchestrator queues.
  • Describe the relationship between different queue concepts and make the correct correlations.
  • Identify and explain the types of processes, as well as clearly identify transactions to automate within a process.
Categories
RPA UiPath

Orchestrator Overview for RPA Developers (UiRPA part 16)

Orchestrator Overview for RPA Developers

About the course

Orchestrator is at the core of the UiPath Platform, providing management capabilities for automation and robots. These capabilities are needed in smaller-size deployments, as well as at an enterprise scale, where organization modelling is also necessary.

We’re here to cover Orchestrator from the perspective of an RPA Developer. We’ll be focusing more on the core Orchestrator concepts and features, using them in development, and seeing how they’ll work at runtime.

What you will learn in this course

At the end of this course you should be able to:

  • Define the purpose and main capabilities of Orchestrator.
  • Describe the Orchestrator entities and what they are meant for, as well as differentiate between the tenant context and the folder context.
  • Create, configure and provision unattended robots from Orchestrator.
  • Differentiate between a background and a foreground process.
  • Execute jobs using unattended robots in different ways.
  • Describe how licenses are allocated and consumed in Orchestrator.
Categories
RPA UiPath

Introduction to Logging in Studio (UiRPA part 15)

Introduction to Logging in Studio

About the course

The Introduction to Logging in Studio course is an intermediate course that introduces you to Robot Execution logs and UiPath logging recommendations. You’ll learn how to set up logging in UiPath Studio projects, how to interpret Robot execution logs, and how to use UiPath Log Message activities effectively

What you will learn in this course

By the end of this course you should be able to:

  • Identify and explain the types of UiPath logs and the logging levels.
  • Explain what Robot execution logs are and interpret them correctly.
  • Use Log Message activities effectively.
  • Integrate the logging recommendations in your processes.