Extracted data from excel how to display in action center

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Hi all,

Data extracted from pdf and stored into excel file. Now need to display the extracted data into action center.
How to do this. Please guide me on this.

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To display data extracted from an Excel file in UiPath Action Center, follow these concise steps:

  1. Read Excel Data*: Use the Read Range activity to read data into a DataTable.
  2. Create Action Center Task*: Use the Create Form Task activity to design a form in the Form Designer, where you can layout components to display the data. Bind the DataTable to the form to show the data.
  3. Publish Task to Action Center*: Configure the task with a title, instructions, and bind the extracted data for review.
  4. Handle Task Completion*: Use Wait for Form Task and Resume to pause the process until the user completes the task in Action Center.
  5. Process User Input*: After the task is completed, process the user’s input or validation from the Action Center as required.
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@srinivasmarneni
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Read data table and in create form task , TaskObject created. What to do in open form designer…

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After reading the data from the Excel file and setting up the “Create Form Task” activity, you will need to design the form that will be used to display the data in the Action Center. Here’s what you need to do:

  1. Click on the Open Form Designer button in the “Create Form Task” activity. This will launch the form designer where you can design the user interface that will be shown in the Action Center.
  2. In the Form Designer, you’ll need to add components to display the data. You can use components like labels, text boxes, or data tables to display the information you’ve extracted.
  3. Bind the components to the data you wish to display. This is done by setting the ‘Data Bindings’ for each component to the corresponding columns in the DataTable that you have extracted from the Excel file.
  4. Once you’ve designed the form and set up the data bindings, save and close the Form Designer.
  5. In the “Create Form Task” activity, you need to pass the DataTable as the input to the Form Data property. This will ensure that when the task is created, it will display the data from the DataTable.
  6. After setting up the form and the data bindings, continue with the workflow to create the form task in Action Center. When the workflow runs, it will create a task in Action Center with the form you designed, displaying the extracted data for review or further action
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@srinivasmarneni , is there is any sample examples for this?

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Hi, i dont have Sample workflow
Please find below flow…

  1. Read Excel Data*: Use the ‘Read Range’ activity to read the data into a DataTable.
  2. Create Form Task*: Use the ‘Create Form Task’ activity to create a new task that will display the data.
  3. Design the Form*:
  • Click ‘Open Form Designer’ within the ‘Create Form Task’ activity.
  • Use the Form Designer to create the layout for displaying your data. You can add labels, tables, or other components as needed.
  • Bind the form fields to the corresponding data from your DataTable.
  1. Assign Form Data*: In the ‘Form Data’ property of the ‘Create Form Task’ activity, assign the DataTable or the specific data that you want to display.
  2. Run the Workflow*: Execute your workflow. It will display the form with the data in the Action Center for users to review or edit.
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@srinivasmarneni , Able to view the excel file data in action center.

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image799×541 17.6 KB

Once after assign to self
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this data needs to be shared via email. How to do this.

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To send the data from the Action Center via email , follow these steps:

  1. Use ‘Get Form Task Data’ or similar activity* to retrieve the data from the Action Center task that has been completed.
  2. Assign Variables*: Extract the data from the task into variables. You can create a string variable for each data point like name, dateOfIssue, dueDate, and invoiceNumber.
  3. Format the Email Content*: Create a string that will serve as the email body. You can use HTML or plain text formatting. Here’s an example in plain text:

emailBody = "Name: " + name + Environment.NewLine +
"Date of Issue: " + dateOfIssue.ToString(“dd/MM/yyyy”) + Environment.NewLine +
"Due Date: " + dueDate.ToString(“dd/MM/yyyy”) + Environment.NewLine +
"Invoice Number: " + invoiceNumber.ToString()

  1. Send Email*:
  • Use either the Send SMTP Mail Message activity for SMTP servers or Send Outlook Mail Message activity for Outlook.
  • Configure the activity properties:
    • To: The recipient’s email address.
    • Subject: The subject of your email.
    • Body: emailBody from the previous step.
    • Attachments: If you need to send the Excel file or any other documents, use the attachments collection to add them.
  1. Error Handling*: Include error handling logic to manage any exceptions that might occur during the email sending process.
1 Like
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Thanks a lot able to display excel file in action center & able to send the completed requests via email.

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