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Notes on Information configuration Table in RPA Project

2025-02-24 Update From: SLTechnology News&Howtos shulou NAV: SLTechnology News&Howtos > Internet Technology >

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Shulou(Shulou.com)06/02 Report--

By Wen and E Pan

When doing the RPA project, a core part is to make the information configuration table for the RPA process, and the design and reading way of the information configuration table is one of the key factors to determine whether the RPA project is flexible and stable.

The following is a diagram of the matters needing attention

Configuration mode selection

Our first choice for information configuration is Excel, because the configuration is clear and easy to read, and you can encrypt it by yourself. of course, there are also those configured in txt, so it may be more convenient to assign variables.

Types of configuration information

1: need to enter a single information in the system, such as fiscal year, accounting period and so on.

2: multiple columns of information are required, such as multiple account numbers, regions, bill types, etc.

3: sensitive information, such as customer computer password or financial system password (this is not recommended in Excel, you can use RPA control).

Reading of configuration information

1: some engineers will write and read the first kind of information directly according to the fixed row in Excel. This method is not stable. If customers have new demand, add or delete a certain column, won't they have to change the code one by one?

Here is how to find the corresponding information according to the fixed ID (that is, the configuration name) in VBA.

As long as you put the corresponding information in a fixed table, the information will be found wherever it is.

2: if it is a list of billing numbers, the customer may increase at any time, so the last line cannot be written dead.

The VBA approach is to loop by getting the last row of the current column.

RPA software usually does logical processing based on determining whether the next cell of the loop is empty.

3: finally, let's talk about the problem of the path in the configuration table, and how to make the path in the configuration table not changed manually because of changing the computer, this is the key point.

This formula returns the current configuration table path in the Excel cell.

As a result, you will find that the Pande will actually change from computer to computer, so how to take out the previously changed desktop path to assign a file name to the back, so that you do not need to change the configuration table information path even if you change the computer.

After the above formula, the file path can be treated like this.

In this way, it becomes a flexible desktop path, so you don't have to worry about changing the path for changing computers.

So how does RPA software get the open desktop path?

In the above view, we found that the desktop path can be obtained directly, so just combine this path with the file name and OK. After this flexibility, whether we are doing POC projects or because customers change computers, we no longer have to worry about different paths to change the source code.

Design of configuration information

The main purpose of the design is to cater to the principle of not changing the source code and to configure and design the business needs of customers. For example, the bank reconciliation in the process and the billing information of more than 20 branches may not match at any time because of the reasons written manually below. therefore, how to design flexibly is a more important issue.

The three-level pattern in the above view is that the customer originally has only one string connected together, but because of manual writing, the matching often does not match because of minor changes, so a string is split according to the three-level principle, and then according to the principle of fuzzy matching, the tedious problem of reconciliation is solved, of course, this is only a problem of process design.

Different projects consider different design ideas, but the principle is the same, that is, the constant response to changes.

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