Step-by-Step Guide to Send Email via SAP iRPA

former_member107130 · ‎06-03-2020

Hello Everyone,

In this tutorial, I would like to share how you can trigger email using SAP Intelligent Robotic Process Automation, aka, SAP iRPA.

Prerequisites:

Subscription to SAP Intelligent RPA service in SAP Cloud Platform

SAP iRPA On-Premise Component Setup (SAP desktop Studio and SAP Desktop Agent)

Desktop Agent Tenant Registration

Let's get started now.

Create New Project

Goto File > Create New Project or press “Ctrl + N

Fill in the mandatory details in the pop-up, I have maintained below details for my project
- Project Name: SendEmail
- Project Template: Project SAP iRPA v1.0 (pre-selected)
- Title: Send Email
- Client Name: SELF (As this was self-learning)

Add Outlook Library to the Project

Select File and click on Edit Project

Go-to Libraries and check Outlook Integration library

Click on Save

Create New Application and add Pages to it

Now let’s add application to our project

Click on Applications from Context menu

Right click on Application panel and click on Add New Application

Select “UIAutomation” in the technology and it will display list of all the Windows application running under “Applications”, as shown below

Select “Inbox” from the list and click on “Save and Capture Page”

You can change the application name if you wish, I have kept it as it is

Click on Refresh icon beside Pages in the Capture Page pop-up, it will display list of open windows pages for the selected application (outlook in our case)

You can give any page name, I have named it as pInbox

Selected page will be displayed inside your application as shown below

As you can see currently the page pInbox is in red (error state) reason being we have not mentioned any criteria for our bot to recognize the page, let’s add criteria to the page

Right click on TITLE under Capture Data section and click on “Add to Criteria”. Criteria helps your bot to identify page

As soon as you add the criteria, page will turn into Green as shown below

Click on New Email on your captured page to select New Email button

Once you select it, you will note that New Email is highlighted as blue

Right click on highlighted section and click on Associate to New Item

You can change the name of the selected items under Parameters, I have renamed it to btNewEmail

Now let’s capture a new page for New Email screen, before capturing the page please make sure you open New Email screen on your outlook

To capture new right-click on your application and select Capture a New Page

Select your new email screen under Pages and click on Scan and Capture. I have named the page as pWindowNewEmail

*If you are not sure which page indicates your new email screen then open you screen beside Capture Page screen and control + hover over the new email screen

Capture “Name” as the criteria for this page as shown below

Select “To” section and right click on it to Associate it to New Item

I have named the selection as edTo under the parameter section

Similarly capture Subject, mail content and Send button and associate them to new items. For my reference I have named them as edSubject, edBody and btSend

Create Workflow

Select Workflow under context menu

Right click on your application and click on New Workflow

Enter the workflow name and click on save, I will name it as sendEmail1

You will note a workflow has been created as below

Now we want to start our outlook application so for that we drag and drop Start Application under Activities to our workflow

Now click on Start under the workflow, go to properties and select your application under the Activity

Now connect Start to your Start Application flow in the workflow

Now go to Pages beside Activities, it will display all the pages you have created in your application as below

Drag and drop inbox page to the workflow and connect it to Start application

Double-click on your page inside the workflow to edit the Activities

Once you double-click, you will be navigated to the page activities section as shown below

Drag and drop Click activity under Item and attach it to New Email which was highlighted when we created page in our application and click on Save or press Ctrl + S