How to split process steps correctly in UiPath REFramework?

[Stef_99 (Mary)]

Hi, I’m implementing a REFramework in UiPath and I’m not sure how to correctly split my steps between Init, Get Transaction Data, and Process Transaction.

My process steps are as follows:

1. Check whether today’s file already exists in the BK folder in SharePoint.

   • If it does not exist, check the Input folder.
   • If it also does not exist in the Input folder, copy the template file to the Input folder.

1.1 If today’s file is found in the BK folder, go directly to Step 5.

1.2 Otherwise, proceed to Step 2 to download files where the status is blank or fail.

2. Log in to the DWH web portal.

3. Download files TAS, Txx, and TER (iterate through each row where status = blank) and update the status to indicate whether the download was successful.

4. Log out of the system.

5. Clean the data for each file.

6. Convert the files to .txt format.

7. Send an email notification.

Could you advise how these steps should be organized within the REFramework structure (Init, Get Transaction Data, Process Transaction)?

[arjun.shiroya]

Hi, @Stef_99

In REFramework the split should follow the transaction concept (one item processed per iteration).

Init

• Check if today’s file exists in the BK folder.
• If not, check the Input folder and copy the template if needed.
• Login to the DWH portal.
• Read the input file and filter rows where Status = blank or fail into a DataTable.

Get Transaction Data

• Return one row at a time from the filtered DataTable (DataRow transaction item).

Process Transaction

• For the current row:
  • Download TAS / Txx / TER files
  • Update the status (Success/Fail)
  • Clean the data
  • Convert the file to “.txt”

End Process

• Logout from the DWH portal.
• Send the email notification.

The key idea is that each row (status blank/fail) should be treated as a transaction, so download and processing steps belong in Process Transaction, not Init.