Workflow with small differences

[trentm]

I’m looking to build a workflow to go into each one of my unique banks and pull report data. For the majority of the workflow, it will act the same. Login, click to the report, download and pull data, place in excel. The key difference being choosing which bank you are logging into each time. They work off the same URL, but you choose each bank via a dropdown. Is there a way to for each loop through a dropdown so I don’t have to individually list out each bank and update them every time an additional bank is added to the dropdown list?

[singh_sumit (Sumit Singh Tariyal)]

Hey @trentm can you try with this workflow

• Login to the platform (common for all banks):
• Use activities like Open Browser and Type Into to log in.
• Capture the Bank Dropdown List:
• To interact with the dropdown dynamically, you need to extract the list of available banks.
• Use the Get Attribute activity on the dropdown element (or similar activities like Get Text if the options are visible in plain text).
• Capture the bank list either as an array or list, which will contain the names or values of the options.
• Iterate Over the Bank List:
• Once you have the list of banks, you can loop through them using a For Each loop.
• Inside the loop, select each bank using the Select Item activity (or Click if it’s a clickable dropdown).
• Download and Pull Data for Each Bank:
• After selecting a bank from the dropdown, proceed with the steps to go to the report and download the data for that bank, just like you would for a single bank.
• This part of the workflow remains the same for all iterations.
• Store the Data in Excel:
• After pulling the data for each bank, use Write Range or Append Range activities to store the data in the same Excel file, making sure to handle each bank’s data appropriately (e.g., creating a new sheet for each bank or appending data in the same sheet with a distinguishing column for the bank name).
  cheers