Email and Surface Automation

email and surface automation

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

Email Automation

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

Follow the below steps to give permission to the Gmail account โˆ’

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

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

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

Step 3 โˆ’ Provide the POP3 and SMTP server details

Step 4 โˆ’ Provide the POP3 and SMTP port Details.

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

email and surface automation

Step 6 โˆ’ Let us name it as “Send mail”

Step 7 โˆ’ Next step is to link the process

email and surface automation

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 โˆ’

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

email and surface automation

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

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

Step 4 โˆ’ Indicate the type of application being used.

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

Step 6 โˆ’ Enter the Element details and launch the application.

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

Step 8 โˆ’ Login into the application using the credentials.

email and surface automation

Step 9 โˆ’ Identify the spy elements as shown below โˆ’

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

email and surface automation

Step 11 โˆ’ Identify the User Name.

Step 12 โˆ’ Identify the password.

email and surface automation

Step 13 โˆ’ Identify the login button.

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

Step 15 โˆ’ Launch the application using the navigation stage.

Step 16 โˆ’ Configure the username using the navigation stage.

Step 17 โˆ’ Configure the password using the navigation stage.

Step 18 โˆ’ Now, run the process.

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