Automatically create documents in altaFlow by configuring the UiPath processes. See how to configure the altaFlow activity for triggering these processes.
1. In your UiPath process, drag & drop the altaFlow Application Scope activity onto the canvas.
Alternatively, click the plus icon. Then, select the altaFlow activity from the list.
2. Once done, click on the altaFlow Application Scope box. In the Properties panel that appears on the right, skip to the Authentication section. You will need to provide your altaFlow password, login, and workspace name.
Note: You can’t enter your credentials manually as they should be saved in UiPath (see the Save altaFlow credentials inside UiPath section).
To do so, add the Get Credential activity to the Sequence box. Then, enter the asset name where your altaFlow credentials have been saved.
To allow for your altaFlow credentials to be located and automatically added in the password and username fields, you need to create variables for these fields. To do so, click on the fields you need and click Ctrl+K on your keyboard.
In the Set Variable field, enter a variable (password in the current example). Then, press Enter on your keyboard to save the variable. The created variable will automatically appear in the Variable tab.
Do the same for the username field.
Then, go back to the altaFlow Application Scope. Select the environment by choosing USA or Australia from the list. This allows you to create processes connected to either US or Australian altaFlow instances.
Proceed with entering your credentials. Enter any previously created variables into the corresponding fields. The altaFlow workspace can be filled manually or copied and pasted from the altaFlow workspace URL.
Note: Be sure to use quotes when entering a workspace name.
3. Once finished, drag & drop the Run altaFlow Flow activity into the altaFlow Activities box. Then, enter the Flow ID where documents will be created. Be sure to use quotes when entering a Flow ID. Enter a record ID and entity name if needed.
To retrieve an altaFlow Flow ID, select the Flow you need in altaFlow. Then, copy the Flow ID from the URL.
That’s it! Your UiPath process has been properly set and you are ready to proceed to creating documents.