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Upload and download files in AARI example

  • Atualizado: 2022/03/21
    • Automation 360 v.x
    • Criar
    • AARI

Upload and download files in AARI example

This use case explains the steps (use case) of how to use the Select File element to upload or download files that are passed in the initial forms in the web interface.

Pré-requisitos

  1. You must have a Bot Creator license and be assigned a custom role with the create folder permission.
  2. Ensure you have access to the RPA Workspace.
  3. You must be provided a system-created AAE_Robotic_Interface User role with the AARI user license, for the AARI user.
  4. Ensure you have access to the web interface.

Procedimento

  1. Log in to the RPA Workspace as a Bot Creator
  2. Create a new form, see Criar um formulário do AARI.
    Let's name this form as File Form.
    The new form window appears for you to design your form.
  3. Drag and drop the Select File element into your form designer from the Elements column.
    The Properties - Select File window now appears with relevant fields.
  4. Specify a label in the Element label field.
    For example: the element label is Select a file (PDF).
  5. Specify the supported file formate in the Enter supported file formats separated by commas field.
    In this case we would specify PDF.
  6. Click Save and close the current window.
  7. Create another form.
    Let's name this form as View Document Form.
  8. Drag and drop the Document element into your form designer from the Elements column.
  9. Optional: you can specific the window formatting and dimensions in the Properties - Document window that appears.
  10. Click Save and close the current window.
  11. Create a new bot.
    Let's name this bot as Bot File.
    The new bot window appears for you to create a bot.
  12. Select the plus (+) icon in the Variables field.
    The Create variable window appears.
  13. Select File in the drop-down menu in the Type field.
  14. Specify the variable name in the Name field.
    Let's name this variable as FileVar.
  15. Select only the Use as input.
  16. Click Create.
  17. Drag the Get Storage file action from the AARI Web command.
    The AARI Web Get Storage file window appears.
  18. Select Variable.
  19. Select the FileVar that you had created.
  20. Specify the path in the Full path of file in local decive to be saved to field.
    Importante: The full path of the file includes the name of the file (ex: C:\aari\output\filename.pdf).
  21. Create a new process, see Criar um processo AARI.
    Let's name this process ProcessToDownloadFile.
    The process editor appears for you to create a process.
  22. Click on Process entry.
    The Start window appears.
  23. Click Broswe in the Select inital data form field
  24. Set the initial form as File Form that you had created.
  25. Specify the request title and task name.
  26. Click Save and close the current window.
  27. Drag and drop the Bot Task into your process editor from the Task field.
    The Task: Bot Task window appears.
  28. Specify your element and task name in the Element name and Task name fields.
  29. Select your input value as the FileVar that you had created.
  30. Click Save and close the current window.
  31. Drag and drop the Human Task into your process editor from the Task field.
    The Task: Human Task window appears.
  32. Specify your element and task name in the Element name and Task name fields.
  33. Select the Auto-assign this task to option.
  34. Select the View Document Form in the Select Form field that you had created.
  35. Click Add button option.
  36. Specify your button labels and style Button label and Button style fields.
  37. Select Document in the Feed data into form field.
  38. Click Save and close the current window.
  39. Click Run to run your process.

    The initial form window for the ProcessToDownloadFile process appears with the Select a file (PDF) option for you to upload a file.

  40. Click browse to select a PDF file in the initial form.
    You have uploaded your file to the initial form.
  41. Click Submit.
    The request view page appears and the tasks are running.
    One of the process steps will show you a preview of the file that was uploaded.
  42. Click Done to confirm.
    The PDF file is downloaded to the local machine at the file path you set.
  43. Navigate to folder on your local machine (e.g. C:\aari\output) where you had specified the file path.
    The downloaded file should now appear in the folder location.
  44. Click the PDF file to view your file.

    You have now successfully downloaded and viewed your file.

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