Building Scalable Bots Using Enterprise A2019: Step List

This course provides the steps to build a scalable bot based on the principles and best practices for
automating a process. This is done using Automation Anywhere Enterprise A2019, a premium Robotic
Process Automation (RPA) platform from Automation Anywhere, which allows enterprises to deploy
a digital workforce comprised of software bots that will automate business processes end to end.

Building Scalable Bots Using Enterprise A2019

Introduction
This demo will help you to create a scalable bot using Enterprise A2019.

Objectives
In this use case, you will learn to build a bot with a reusable code base that can handle changes in load
and adapt to expanding scope of usage.

Prerequisite
You need access to the Automation Anywhere Community Edition:
https://community.cloud.automationanywhere.digital/

You will also need to create an account in the following online invoicing portal for the given use case:

 https://invoicely.com/login
To create an account with invoicely.com, please visit the sign up page (https://invoicely.com/signup)
and setup your account with the following options:

 Select Skip for now button for the subscription plan to sign up for free
 Select I’m an individual checkbox for the business setup
 Use your own invoicely login webpage to log in to your invoicely account
1) Structure the bot to create a new client, which includes the following actions:
 Login
 Create New Client
 Logout

Note: For each of the above actions, we will first create a task bot. After that, we will create a task
bot that will call each task bot for the specified actions.

a. Create a task bot to launch a website and login

i. First, log in to the Automation Anywhere Community Edition Control Room.
Note: Before you create a new task bot, make sure that you have installed the latest
version of Bot Agent and your device is registered.
ii. To create a task bot:
ii.1. In the Navigation pane, go to BOTS, click My bots, and then click Create a bot
icon.
ii.2. Enter a name for the bot and click Create & edit.
iii. To launch an application:
iii.1. Drag and drop the Application: Open program/file action to the canvas.
iii.2. In the Location of the program/file field, click Browse.
iii.3. Enter the full file path of the chrome.exe application and click Save.
iv. To open your Invoicely web page:
iv.1. From the Browser section in the Action palette, drag and drop the Browser:
Launch website action to the canvas.
iv.2. In the URL field, enter the URL of your Invoicely web page.
iv.3. In the Browser field, select the required browser from the list.
Note: For the purpose of this activity, we will use Google Chrome.
v. Click Save.
vi. To capture the Email Address field:
vi.1. From the Action palette, drag and drop the Recorder: Capture action to the
canvas.
vi.2. In the Object detail section, click Application and from the drop-down list,
select the Log In - invoicely window.
Note: You must click the Refresh windows icon first to populate the drop-down
list.
vi.3. Click the Capture object button.
vi.4. Navigate to the web page, hover your mouse over the Email Address field until
a red outline appears, and then click to capture it.
vi.5. Navigate back to the Control Room and from the Action drop-down list, select
the Set text action.
vi.6. In the Keystrokes section, click the Insert a value icon and assign a string
variable.
(i) To create a string variable, click the Variables pane.
(ii) Click the Create variable icon.
(iii) Enter the variable name in the name field.
(iv) Select Type as String
(v) Enter the email address to login to your invoicely account in the Default
value field

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 (vi) Click Create
vii. To capture the password field:
vii.1. Drag and drop the Recorder: Capture action to the canvas.
vii.2. In the Object detail section, click Application and from the drop-down list,
select the Log In - invoicely window.
vii.3. Click the Capture object button.
vii.4. Navigate to the web page, hover your mouse over the Password field until a red
outline appears, and then click to capture it.
vii.5. Navigate back to the Control Room and from the Action drop-down list, select
the Set text action.
vii.6. In the Keystrokes section, click the Insert a value icon and assign a string
variable.
(i) To create a string variable, click the Variables pane.
(ii) Click the Create variable icon.
(iii) Enter the variable name in the name field.
(iv) Select Type as String
(v) Enter the password to login to your invoicely account in the Default value
field
(vi) Click Create
viii. To automate the Login button:
viii.1. Drag and drop the Recorder: Capture action to the canvas.
viii.2. In the Object detail section, click Application and from the drop-down list,
select the Log In - invoicely window.
viii.3. Click the Capture object button.
viii.4. Navigate to the web page, hover your mouse over the Login button until a red
outline appears, and then click to capture it.
viii.5. Navigate back to the Control Room and from the Action drop-down list, select
the Click action.
ix. Finally, click Save and then click the Close button. The Login bot is created.

b. Create a task bot to create a new client in the existing account

i. To create a task bot:
i.1. In My bots page, click Create a bot icon.
i.2. Enter a name for the bot and click Create & edit.
ii. From the toolbar, click Start recording.
iii. The Automation Anywhere Recorder application window appears. Click the Refresh
icon.
iv. In the Window field, select your invoicely Dashboard window from the drop-down list.
v. Click Universal Recorder.
vi. From the Dashboard page, capture the Add New button.
vii. Capture the Client option from the drop-down list.
viii. Enter the client details like First Name, Last Name, Email Address, and others.
ix. Capture the Save button from the New Client webpage.
x. Capture the Dashboard link to return to the Dashboard webpage.
xi. Click Finish in the Universal Recorder window to stop the recording.
xii. Finally, click Save and then click the Close button. The create a new client bot is
created.

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 c. Create a task bot to logout from the webpage
i. To create a task bot:
i.1. In My bots page, click Create a bot icon.
i.2. Enter a name for the bot and click Create & edit.
ii. From the toolbar click Start recording.
iii. The Automation Anywhere Recorder application window appears. Click the Refresh
icon.
iv. In the Window field, select your invoicely Dashboard window from the drop-down list.
v. Click Universal Recorder.
vi. From the Dashboard page, capture the Username location.
vii. Capture the Log Out option from the drop-down list.
viii. Click Finish in the Universal Recorder window to stop the recording.
ix. Finally, click Save and then click the Close button. The logout bot is created.

d. Create a task bot that will log into a webpage, create a new client, and log out from the
webpage
i. To Launch a webpage and perform the log in action
i.1. Drag and drop the Task Bot: Run action to the canvas.
i.2. In the Action details pane, in the Task Bot to run field, click the Browse button to
view and select the Login task bot from the list.
ii. Adding a delay to the task bot
ii.1. Drag and drop the Delay action at the end of the Task Bot: Run action.
ii.2. In the Action details panel, under the Delay type section, select Regular and
enter the delay in seconds. In this case, let’s select a delay of 7 seconds.
ii.3. In the Time unit section, select the radio button for Seconds.
Note: If the duration entered is in milliseconds, you will need to select the
Milliseconds radio button.
iii. Repeat the steps under i. to create a new client.
iv. Repeat the steps under ii. to add delay to the task bot.
v. Repeat the steps under i. to Log out from the website.
vi. Click Save.

Congratulations! You have now successfully created a task bot that will log into a webpage, create a
new client, and log out from the webpage.

2) Structure the bot to create a new invoice, which includes the following actions:
 Login
 Create New Invoice
 Logout

Note: We will first create a task bot to perform the create new invoice action. After that, we will
create a task bot that will reuse the login and logout component and call the bot to create a new
invoice.

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a. Create a new task bot to create a new invoice for the existing client
i. To create a task bot:
i.1. In My bots page, click Create a bot icon.
i.2. Enter a name for the bot and click Create & edit.
ii. From the toolbar, click Start recording.
iii. The Automation Anywhere Recorder application window appears. Click the Refresh
icon.
iv. In the Window field, select your invoicely Dashboard window from the drop-down list.
v. Click Universal Recorder.
vi. From the Dashboard page, capture the Add New button.
vii. Capture the Invoice option from the drop-down list.
viii. Enter the client details like Description, Client Name, and other fields.
ix. Select the Save & Send button in the invoice.
x. Click the Send button.
xi. Click Dashboard to return to the Dashboard webpage.
xii. Click Finish in the Universal Recorder window to stop the recording.
As the invoice number keeps changing for new invoices created, to help the bot
identify the correct window during runtime
xiii. In the Recorder: Capture action, where the Dashboard is captured, in the Object
detail section, click Application
xiv. Select the new invoice webpage from the drop-down list.
xv. Click String under Window title and insert a wildcard character (*) for the invoice
number.
xvi. To add a delay of few seconds, drag and drop the Delay action to the canvas before
the step used to capture the Dashboard.
xvii. Add a delay of three seconds.
xviii. Finally, click Save and then click the Close button. The create a new invoice bot is
created.

b. Create a task bot that will log into a webpage, create invoices for existing clients and log out
from the webpage
i. To Launch a webpage and perform the log in action
i.1. Drag and drop the Task Bot: Run action to the canvas.
i.2. In the Action details pane, in the Task Bot to run field, use the Browse button to
view and select the Login task bot from the list.
ii. Adding a delay to the task bot
ii.1. Drag and drop the Delay action at the end of the Task Bot: Run action.
ii.2. In the Action details panel, under the Delay type section, select Regular and
enter the delay in seconds. In this case, let’s select a delay of 5 seconds.
ii.3. In the Time unit section, select the radio button for Seconds.
Note: If the duration entered is in milliseconds, you will need to select the
Milliseconds radio button.
iii. Repeat the steps under i. to create a new invoice.
iv. Repeat the steps under ii. to add delay to the task bot.
v. Repeat the steps under i. to Log out from the website.
vi. Click Save.

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Congratulations! You have now successfully reused the log in and log out component. This task bot
will log into a webpage, create invoices for existing clients and log out from the webpage.

Summary:
In this course, you have learned to build a scalable bot to automate the online invoice task. The bot
code can be reused by updating the input parameters.