UiPath Citrix Automation – How To Automate Tasks In A Virtual Environment?

Hands-On: Automating Task on a Desktop Application

Consider a scenario where you want to open a Notepad in the virtual environment and want to type something in it. How will you automate this task?

Well, follow the below steps to do so:

Step 1: Open the UiPath Studio and create a Blank Project. Inside the Blank Project, drag a Sequence inside which the automation would be designed.

Step 2: Now, go to the Ribbon Tab in UiPath and choose the Recording option. In the recording option, choose the Citrix Recorder. This will open your Citrix Recording tab. Refer below.

Step 3: Now, switch to your virtual environments, and follow the below steps to open a Notepad file, write “Hey Everyone!!!” and close the file without saving.

• The first step is to click on the icon of Notepad. To do that, choose the Click Image option from the Recording Tab, and drag your mouse near the icon. Then click on OK, in the dialog box that opens up. This step will open the Notepad. Refer below.

• Now, you have to type something in Notepad. To do that, choose the Type option from the Recording Tab and then drag the mouse over the area you want to enter text.
• In the dialog box, that opens up, mention your text and press Enter. This will enter your text into Notepad.

• Once the text is entered, the next step is to close the Notepad. To do that, click again on Click Image from the Recording Tab and mention the region across the cross button.
• After that, click on OK, in the dialog box that opens up, and again choose Click Image to save the file. Refer below.

• Now, to save this automation, choose the Save & Exit option from the Recording Tab and this will redirect you to the UiPath Dashboard. Now, execute this automation by clicking on the Run option from the Ribbon Tab.

The designed automation will open the Notepad in a virtual environment, type the text and close the file without saving.

Now, that you know how to use Citrix Automation, let me take you through another hands-on, in which we will perform Image & Text automation in an application.

Hands-On: Image & Text Automation

Problem Statement: Consider an application is running in a virtual environment. Now, once we enter the account number, amount, choose transaction type, a transaction ID is automatically generated.  Out task is to, display the Transaction ID in a message box once the transaction is successfully completed.

Follow the below steps to execute the automation:

Step 1: Open the UiPath Studio and create a Blank Project. Inside the Blank Project, drag a Sequence inside which the automation would be designed.

Step 2: Now, go to the Ribbon Tab in UiPath and choose the Recording option. In the recording option, choose the Citrix Recorder. This will open your Recording tab. Refer below.

Step 3: Now, switch to your virtual environments. Our first step is to enter details in the Account Number, Amount and Deposit Notes. To do that follow the below steps.

• Choose the Click Image option from the Recording Tab, and drag your mouse near the Account Number. Then indicate a point on the screen where you want to click. Here, I want to click in the text box available after Account Number. Then click on OK. This step will put your cursor in the text box before the Accounts.

• Now, to enter text into this text box, use the Type option from the Recording Tab and enter the text. After that press on Enter.

Now, similarly, implement the above two steps for Amount and Deposit Notes.

• Next, you have to choose the radio button for the Transaction Type. To do that, choose the Click Text option from the Recording Tab, and select the region around Cheque. Once it is done, in the Screen Scraper Wizard, match the text to Cheque by typing in the Search text area. After that, click on Finish. This will select the radio button beside Cheque.

• Now, once you have entered all the details, your next step is to save the transaction. To do that, again choose the Click Image activity from the Recording Tab and drag your mouse over the option Save. Then click on OK, in the dialog box that opens up. This will save your transaction and generate a transaction ID.
• Next, to read the Transaction ID, you have to choose the Screen Scraping option from the Recording Tab and choose Scrape Relative. 
• Then select the Transaction ID, and indicate on the screen, from where you want to store the text. Refer below.

• In the Screen Scraper Wizard that opens up click on Finish. Then save your automation, by clicking on the Save & Exit option from the Recording tab. This will redirect you to the UiPath Dashboard.
• Now, in the variable section, you will see that there is a variable automatically being created. Well, you have to use this variable, to display the output. Refer below.

• To display the output, drag a Message Box into the Sequence and mention the variable in the Message Box.

• Now, execute your automation by clicking on the Run option from the Ribbon Tab. You will see that details are getting filled automatically and a Transaction ID is being displayed in a message box.

So, folks, that’s an end to this article on UiPath Citrix Automation. I hope you enjoyed reading this article on UiPath Citrix Automation and learned how to automate tasks in virtual environments. If you wish to further learn about Robotic Process Automation and build your career as an RPA Developer, then you can check out our course on Robotic Process Automation Using UiPath. This course will let you enhance your knowledge on RPA and will give you an extensive hands-on experience in UiPath.