Email and Surface Automation

We shall discuss email automation and surface automation topics in this chapter.

Email Automation

Before performing email automation, we need to give permission to our Gmail account we are currently using.

Follow the below steps to give the permission to the Gmail account −

Go to My Account page → Click on Sign-in & Security → Scroll to end of the page and select less Secure apps option → Enable it.

Step 1 − We need to configure the email settings in action.

Step 2 − Create two data items for username, password, from email address and to email address.

Step 3 − Provide the POP3 and SMTP server details

Step 4 − Provide the POP3 and SMTP port Details.

Step 5 − Provide the true for POP3 UseSSL and SMTP UseSSL. The screenshot given below explains all the above steps clearly.

Email Automation Steps

Step 6 − Let us name it as "Send mail".

Send Mail

Step 7 − Next step is to link the process.

Email Automation Link Process

Surface Automation

Blue Prism provides Surface Automation techniques that can be used as an alternative when technology connectors are not available. Some of these Surface Automation techniques are briefly described in: Regions, Character Matching, Global Clicks, and Keys sections.

Follow the below steps to run surface automation in your device. Screenshots are included after each step for easy understanding −

Step 1 − Create the business object and configure the Application modeller with Surface Automation.

Surface Automation

Step 2 − In the next step, we need to define a new application model name as given below −

Surface Automation application model

Step 3 − Based on the application type in use, select one as shown below −

Surface Automation application model1

Step 4 − Indicate the type of application being used.

Type of Application

Step 5 − In this step, enter the path where the .exe file is saved or browse the location using Browse button as shown below −

Enter Path Application Model

Step 6 − Enter the Element details and launch the application.

Launch Application

Step 7 − We can launch the application using the launch button at the bottom as given below.

Launch Application1

Step 8 − Login into the application using the credentials.

Login Using Credentials

Step 9 − Identify the spy elements as shown below −

spy elements

Step 10 − In this step, we need to identify the username and password.

Identify Username Password

Step 11 − Identify the User Name.

Identify Username

Step 12 − Identify the password.

Identify Password

Step 13 − Identify the login button.

Identify Login Button

Identify Login Button1

Step 14 − Create the two data items: username and password.

Data Items Username Password

Step 15 − Launch the application using the navigation stage.

Launch Using Navigation Stage

Step 16 − Configure the username using the navigation stage.

Configure Username

Step 17 − Configure the password using the navigation stage.

Configure Password Navigation Stage

Step 18 − Now, run the process.

Surface Automation Run Process