How can I implement Human-in-the-Loop using Action Center for a UiPath reconciliation process?

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1

Hi everyone,

I am building a UiPath Petrol Receipt Reconciliation automation.

The bot reads receipt details from PDF files, compares them with reference data in Excel, and marks each receipt as Matched or Not Matched.

For the Not Matched receipts, I now want to introduce a Human-in-the-Loop step where a user can review the receipt and reference details and choose Approve or Reject.

I initially implemented this using the Show Form activity, which works for displaying a form and capturing the user’s decision. However, I specifically want to implement this using UiPath Action Center so that the human task can be created and managed through Action Center rather than simply displaying a form during workflow execution.

My questions are:

  1. What is the recommended UiPath approach/activity for creating an Action Center task from this workflow?
  2. Should I use Create Task / Wait and Resume / Form Action or another Action Center mechanism?
  3. How can I pass the receipt details (Receipt ID, Nozzle No., Quantity, Sale Amount) and reference details to the Action Center task?
  4. How do I capture the user’s Approve/Reject decision and return it back to the workflow?
  5. How should I structure the workflow so that the bot pauses for the human decision and then continues with the Add Data Row and final Excel report?

I am using a Modern UiPath project and would appreciate a simple example or recommended workflow structure.

Thanks in advance!

2

Hi @Abhinay_Reddy1 ,
You can check with these answers:

  1. Bot performs PDF extraction and Excel comparison.
  2. If receipt is Matched, update Excel directly.
  3. If receipt is Not Matched, use Create Form Task to create an Action Center task.
  4. Pass Receipt ID, Nozzle No., Quantity, Sale Amount, and Reference Data as task input fields.
  5. Use Wait for Form Task and Resume so the workflow pauses until the user reviews the task.
  6. In Action Center, the user selects Approve or Reject and submits the form.
  7. After resume, read the returned action/output values.
  8. Based on the decision:
    • Approve → Mark as Approved and add to final report.
    • Reject → Mark as Rejected/Not Matched and add comments if required.
  9. Update Excel report and complete the process.

Thanks

3

One additional consideration: since the workflow needs to wait for a human decision, I would design this as a persistent/long-running workflow rather than keeping the robot actively waiting. The receipt and reference details can be passed into the Form Task, and after Wait for Form Task and Resume, the returned Approve/Reject value can drive the next step.

For a larger reconciliation volume, I would also consider separating the human-review portion from the transactional processing so that one pending human task does not block processing of other receipts.

happy automation

4

Hi @Abhinay_Reddy1

For this scenario, I would recommend using Action Center with a Form Action.

You can pass the receipt and reference details as input to the form, let the user select Approve/Reject, and then use Wait and Resume so the workflow continues after the human decision.

The flow can be:

Read Receipt → Compare → Not Matched → Create Form Action → Wait for Action → Get Decision → Add Data Row → Generate Report

This would be a better fit than Show Form if you want the human task to be managed through Action Center.