Need a help with Studio- Need to send a form to customer and get response back

Help Studio
1

Hello everyone,

I need some help to find the solution for the below business scenario:

  1. From a system we are fetching booking slots for network testing (around 2 weeks).
  2. These slots needed to be sent to customer via outlook.
  3. Customer need to select 1 of the slot and cx also need to send back teh technician details(Name & contact number).
  4. I am trying to find a solution on what would eb the best approach to get this info from cx to avoid any errors or free text.
    5.Basically, if we can automate it by sending some sort of webform and get the response back.
    OR
    If we can use HTML, CSS or JAvascript in outklook email body to create text box(for tech details) and some check box/radio button etc to select teh booking slot. And then some button that triggers automatic reply back email pre-configured body and mailto.

Any ideas if you giys can help me, that would be great!

Many Thanks!!

NOTE: I have already explored this thread, which is working great. But as i said need some text boxes and checkbox or radaio buttons as well along with button. and also need to get that info automatically embedded in reply back email.

2

Action Center is how you’d do this, by creating a Form Action. But the customers would have to have access to your Action Center system.

In the past the way I’ve done these kind of things (not with RPA, but with ITSM systems that can collect and process emails) is by putting mailto links (the A tag) into the email body. This allows you to directly control the subject of the email they send back. However, that doesn’t really account for your need for text boxes.

Have you considered just setting up a web page that lets them fill out the information and then calls the Orchestrator API to send the request back in a queue item?

3

Hi Paul,

Thanks for quick response!!

We din’t have Action Center as a option for now.

I am bit new to UiPath. Can you please little bit elaborate on this approach?

Have you considered just setting up a web page that lets them fill out the information and then calls the Orchestrator API to send the request back in a queue item?

-If I setup a web form to fill out the info, wherte i would be collecting the response data from that web form?

Thanks!

4

You would have that web form use the Orchestrator API to create a queue item.

https://docs.uipath.com/orchestrator/standalone/2022.10/api-guide/api-references

5

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