Office365 activities in StudioWeb

The activities package UiPath.MicrosoftOffice365.Activities is now also available on Studio Web, to ensure you have all the means for automation when it comes to handling emails and files.

Functionally, the Office365 activities on Studio Web behave by the same logic as the traditional activities you worked with in Studio. It is important for us to ensure everyone takes advantage of the same functional perks, regardless the chosen development tool.


How can I find the Office365 activities in Studio Web?

  1. Once you have opened Studio Web in your browser, create a new project or open an existing one.
  2. Click on the “+” button to add an activity.
  3. In the opened dialog, you’ll see a long list of different activities. But you can easily filter them out by writing some keywords in the search field. You can go by generic keywords like “Office 365” or more activity specific like “Send email” - either way, you will get the activity you look for.

An activity structure overview

All Office365 activities follow more or less the same structure during configuration. That is merely:

  1. Connection field
    On this filed you’ll have displayed the connection that will be used in the activity when you run it. In case you do not have a predefined connection in Integration Services, you will be prompted to create on.
  2. Mandatory input fields
    Mandatory fields vary from one activity to another, but these are usually marked with red and * symbol. These fields must be filled in with information for the activity to function properly.
  3. Advanced options
    Advanced options is the umbrella for all the beautifying or customization of your activity. The output field is also available in there for you to configure, shall you want it custom.

Tips for those building an automation first time ever

Generally, activities work by the Input->Output logic. This means that you have to indicate what should the activity take in for processing, and then it will return it as an Ouput to any further activities within your workflow.

You can use activities like “Get newest email” or “Get File/Folder” to reach out for the exact item you need. The output values of “Get” type of activities can be used as input for any further activities that process the item in some way.

Alternatively, in most of the activities now you can indicate directly to the item by browsing and navigating towards your file.

How to fill in the fields
The image button on every field presents you all the possible modes for fields completion.

Example: In the activity “Download file”, for the field “File to download” you have 2 options to indicate your input (the file that will be downloaded):

  1. By browsing to your file via the image button.
    2.By using an existing variable that contains the path to your file, via image

If you select image, field mode will change and you will be able to select the value you need from the list of previously saved/available values in your project. It will look like this:

Now, the options available via image will also look different:

  • Browse will return you to the browsing mode for file selection
  • Use variable will bring you the list of all available variables, as well as the ones generated from the previous activities’ output.
  • Open Expression Editor allows you to type by hand any reference for your input value.

For Email activities, the input modes for the email location are almost the same. The only difference is that you have an image option instead of image.

How to fill in the categories within activity "Set Email Categories"
Activity “Set Email Categories” has a easy way to indicate which categories you want assigned to your processed email. The main perks of the activity are:

  • If a category with given name does not exist yet, it will create one for you.
  • You can also remove any categories from the email. That’s useful for the emails that are assigned beforehand any category.

To fill in the categories names, just type your text in the field and hit the “Enter” button. The text you’ve written will be appear as a tag.
You can keep typing in as many category names as you want, just make sure to press the “Enter” button every time the name is fully introduced.

If you like to edit it all in one shot, you can select the “Open Expression Editor” via the image button. In the given editor, you can type in all the category names divided by commas.

This is how it should look when typing in name by name, or when filling the names via “Open Expression Editor” :
2022-02-11_14h17_41


What can I automate now in Studio Web?

At first, our focus is on emails and files handling via Outlook and OneDrive/Sharepoint.
We know there are many more to add, and we will do so!

Here is an extensive list with a short description of the available activities:

Outlook

  • Send email: Sends an email as configured and to the specified recipients.
  • Reply To Email: Replies to an email as configured.
  • Archive Email: Archives an email.
  • Delete Email: Deletes the selected email.
  • Set Email Categories: Sets new or existing categories on the indicated email, or removes the specified categories.
  • Download Email: Downloads an email in EML file format.
  • Download Email Attachments: Downloads the attachments from an email.
  • For Each Email: Repeats the contained activities for each email matching the filter criteria.
  • Forward Email: Forwards an email to new recipients.
  • Get Email by ID: Retrieves the email with the specified ID.
  • Get Newest Email: Returns the most recent email that matches the search criteria.
  • Mark Email as Read/Unread: Marks the selected email as read or unread.
  • Move Email: Moves and email to a folder within the same mailbox.

OneDrive and SharePoint

  • Create Folder: Creates a folder in the specified location on OneDrive or Sharepoint.
  • Copy File/Folder: Copies the selected file to the specified location on OneDrive or Sharepoint.
  • Download File: Download the indicated file to the project’s folder.
  • Delete File/Folder: Deletes the specified file or folder.
  • Upload Files: Uploads the specified files to OneDrive or SharePoint.
  • Share File/Folder: Shares a file or folder with the specified recipients.
  • Move File/Folder: Moves a file or folder to the specified destination folder in OneDrive or SharePoint.
  • Get File/Folder: Gets a file or folder from OneDrive or SharePoint to use in other activities.
  • For Each File/Folder: Iterates over a list of files and folders from OneDrive or SharePoint.

Examples of Automation scenarios to play with

We thought you might like us showing you around Office365 activities in Studio Web, by building some automations.

Let us know your thoughts on the Office365 activities in Studio Web: Do you like them? Do you find them useful? Are they easy to use?

We’re happy for any feedback and suggestions! :wink: