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Updated on January 20, 2025

Overview

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Introduction

The Application Activities package in Robility encompasses a range of activities designed to interact with various applications and file formats, enhancing automation capabilities across different tasks. These activities streamline automation workflows by enabling efficient data handling, document management, and communication tasks within Robility.

About the package

CSV Activities: Robility’s CSV Activities automate tasks related to working with CSV files, which are commonly used for storing structured data in a simple, readable format. The CSV Scope activity is the central feature for managing CSV files within an automation workflow. It allows users to easily read, write, and process CSV files, providing a structured way to handle data without the need for manual intervention.

Excel Activities: These activities enable automation of tasks related to Microsoft Excel, such as reading data from Excel files, writing data to Excel sheets, formatting cells, performing calculations, and manipulating Excel data for analysis or reporting purposes.

Outlook Activities: Activities in this category facilitate automation of email-related tasks using Microsoft Outlook. This includes sending emails, receiving emails, reading email contents, managing attachments, and interacting with Outlook’s email management features.

Word Activities: Word activities enable automation of tasks involving Microsoft Word documents. This includes tasks like reading text from Word documents, modifying document content, formatting text, and generating documents dynamically.

PDF Activities: These activities are used for automating tasks related to PDF files, such as reading text from PDFs, extracting data, merging, or splitting PDF documents, and performing OCR (Optical Character Recognition) for scanned PDFs.

Text Activities: Text activities facilitate automation of text-related tasks, including text manipulation, parsing, searching, and formatting. They enable automation of tasks involving text data, such as data extraction, text processing, and generating text-based reports or documents.

Project Compatibility

Supported versions

Excel Application:

The following are the list of versions of Excel application that are supported in Windows legacy,

  • Excel 2010
  • Excel 2007

It’s important to ensure that you have the necessary updates, service packs, and compatibility patches installed for these Office versions to work smoothly on Windows Legacy systems.

Additionally, for optimal security and performance, it’s recommended to consider upgrading to newer Office versions and compatible Windows operating systems when feasible and supported by your organization’s IT policies.

Word:

The Microsoft Word application is not supported on Windows Legacy versions because Robility only supports a limited number of Word application versions. To know more information, click here to refer the Word documentation.

Scope Integration

The Scope Integration in Robility includes a unique scope activity within the Applications Activities package. This activity is utilized to establish an authenticated connection to the specified application.

By establishing an authenticated connection within the scope activity, Robility maintains data integrity and security, enabling seamless automation of tasks across various applications while adhering to authentication protocols and access controls.

The following activities require “Scope” integration for the execution of other activities:

1. CSV Automation: The “CSV Scope” activity serves as a scope in this feature, enabling seamless automation for managing CSV files within workflows. This activity encapsulates actions related to reading, writing, and processing CSV data, allowing users to automate tasks such as importing data into the system, exporting results, and performing calculations or transformations on the data.

2. Email Automation: The “Read” activity serves as a scope in this feature, facilitating integration and connection with other activities for execution. Most activities must be used within scope, while a few activities do not require scope integration. For detailed information, refer to the Email Automation documentation.

3. Excel Automation: The “Excel Scope” activity in Excel Automation enables integration and connection with other activities for execution. The execution occurs in the background, meaning there will be no active application opened during the process.

4. Outlook Automation: The “Outlook Scope” activity acts as a scope in Outlook Automation, providing a centralized environment for automating email-related tasks within Microsoft Outlook. This activity encapsulates all actions related to managing emails, appointments, contacts, and tasks, enabling users to streamline their email workflows.

5. Word: The “Word Scope” activity acts as a scope in Word Automation, facilitating integration with the Word application document. The execution occurs in the background, meaning there will be no active application opened during the process.

Why do we need scope integration for the applications?

Scope integration is necessary for activities in Robility for several reasons:

1. Modularity and Reusability: Scopes promote modularity and reusability of activities’ parameters. By encapsulating related activities within a scope, they can be easily reused multiple times in the flow without the need for extensive modifications.

2. Authentication and Security: Scope activities help establish authenticated connections to specific applications or services, ensuring that automation processes can securely interact with them. This authentication ensures that only authorized users or processes can access and manipulate data within the application.

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