I am new to UI Path, currently seeking to automatize a very manual workflow consisting of an instruction in excel to be performed in a web based customer portal. I can easily create the flow, however, I do not know how to set up the validations as per below.
Excel instruction sheet (Workbook.xlsx) is constructed in the following way:
Column A | Column B | Column C | Column D
Account Number | BuyCurrency | SellCurrency | Amount
i.e. 12345678 | EUR | USD | 1000
for every currency trade on an account, there is a row with the structure above.
Customer portal is web based and structured in the following way/table:
Column 1 | Column 2 | Column 3 | Etc.
Account Number | Name | Type | X | Y | Z | Etc.
- Account Number is a clickable text/string.
- In order to get to the currency trade (child page), one must first click the Account Number, then once on the customer account page, one has to click the link/tab “Trade” (no direct link is obtainable).
- On the “Trade” child page, the data from Workbook.xlsx has to be chosen from dropdowns and entered into a form.
Here is the workflow:
1.) Go into website (Customer Portal).
2.) Read the row in the Workbook.xlsx
3.) Click the Account Number indicated by cell value A2 in Sheet1 in Workbook.xlsx
-> Here, I cannot figure out how to set up a validation so that it chooses the right account no matter the order (reason: the Excel instruction could have multiple trades per account and there could also be accounts in the portal that are not to be traded).
4.) Click the child page/tab “Trade”.
5a.) Choose B2 value from a dropdown menu (it chooses between a list of currencies)
5b.) Choose C2 value from another dropwdown menu (same here).
5c.) Enter D2 value into a form field.
6.) Confirm Trade by clicking a button.
–> contigent on the text right to the form field is equal to cell value from B2.
Then, go to next row in Workbook.xlsx and repeat the process.
How do I do?
Any suggestions here?
Much appreciated any help.
As I said, I manage to make the workflow and it works smoothly, I just lack the opportunity to make it conditional on some steps and then having it repeat itself for each row in the Workbook.xlsx
Thanks a lot.