if I have excel data that I want to paste later in the process, how will I do it?
open the website
enter log in credentials
click ‘invoices’ from ribbon
select ‘account id’
then I open my excel copy row2 from column1 (account)
then ‘type into’ website
then I enter few more fields and click search
how to make this process in loop so that robot takes one row at a time rather than pasting all the rows at once.
Use ‘Type Into’ & ‘Click’ activities to Login to the application.
Again use associated activities to Click Invoices, Select AccountId & Select Equal.
Use ‘Excel Application Scope’ activity and Add ‘Read Range’ activity inside the scope.
Create a DataTable variable and assign it to the output property of Read Range activity.
Now use a ‘For Each Row’ activity after the ‘Excel Application Scope’ activity with the DataTable just created.
Inside For Each Row activity add all your ‘Type Into’ activities that you need to enter in the website. row.item(0).ToString should give you that value of the first column for that particular row. row.Item(1).ToString fro the 2nd Column and so on.
Inside For Each Row activity add another click activity to search.
Your For Each Loop should iterate for each of the row within the excel file and perform your search. With every search if there is any need to go back to any previous page, make sure that you are adding that operation as the last activity within the for each row loop.
once i clicked search i get a PDF (Open, Save) i just open it instead of save, so i cant use Read PDF Text activity as its not downloaded into my system nor do i want it downloaded.
i tried using Screen Scraping also but its not validating the live attachment as i get more invoices from other accounts.
once i click search i get a pop up with (OPEN, SAVE PDF) I CLICK open and PDF is opened from there i want to extract invoice amount and paste it back on to the same excel file in column B. Then again i want to run the whole process above of entering new account id and search for invoice and getting PDF. I used both write range and write cell but the results are null.
used ‘Excel application scope’ to open the excel file
‘Get OCR text’ to extract the wanted data from each PDF as its opened in the loop
‘Write Cell’ to paste the extracted data
last step is where its i am having trouble, its pasting the value in B2 column just replacing the previous amount that was copied over. how can i create it such that for A2 this is the Invoice amount B2, A3 its corresponding invoice amount B3…
@Rammohan91 Thanks a ton for this beautiful answer with canonical steps. I rate this answer as one of the top most answer in this forum. I was stuck for 2 days on this issue and your detailed steps solved it for me.
In the above scenario, how to capture the excel data(column values) if the column values are like 15-20. How can i iterate through the column values of a particular row instead of storing all the values inside variable one-by-one
I have to do some operation in between the clicks but I am having trouble making the tablerow dynamic or use the for each row with the click text that always gets an error.I have the entire process working for the first row and would like to loop it for the other 19 on the first page, go to next page and do 20 more, go to next page, click the last 20.
please let me know if you have a way to do this.
all selectors are unique, only the table row is changing when I manually change the row. but it is only 1 row being completed. To be honest, I did not understand much from what you wrote, sorry.
How can I make the tableRow dynamic? so I can link two sequences and add an if statement for the count to be 20 and change page and start again?
I tried the same steps to read the text from excel and type into the windows application.
But, even after i use row.Item(0).Tostring , all the values from the first column are entered continuously in the selected field of the web application. Can you please let me know where am i going wrong