UiPath Studio Guide

Example of Citrix Automation

To exemplify the specific techniques of Citrix automation, we have built an example that opens a dummy app in a virtual environment, retrieves the first and last name of an employee from the said app, and stores them in variables. After that, it navigates to another window, inserts the above variables in text fields and clicks a button, searching for the employee in the app’s database.

  1. Open the connection to the Virtual Machine you want to automate in.
  2. Create a shortcut for the MyCRM application on the desktop of the virtual machine.
  3. Right-click the shortcut and select Properties from the context menu. The Shortcut Properties window is displayed.
  4. On the Shortcut tab, in the Shortcut Key field, assign a hotkey to the app by pressing the keys you want to use, for example Ctrl + Shift + M.
  1. In UiPath Studio, create a new Sequence.
  2. Add a Send Hotkey activity and connect it to the Start node.
  3. Click the Indicate on Screen button and select the virtual machine window.
  4. Set the Send Hotkey activity to send the shortcut designated for the MyCRM application to the virtual machine window.
  1. By using Relative Scraping, scrape the employee’s first name in the MyCRM window by using OCR technology. A container, Attach Window, is generated, holding the selector and letting all the other activities know where to perform the generated actions. In it, there are a Find Image, that selects the anchor for relative scraping, a Get OCR Text that retrieves the first name of the employee, and two Set Clipping Region activities: one to translate the first clipping region to the second one, and the other to reset the clipping region.
  2. In the Variables Panel, create a new GenericValue variable called firstName.
  3. In the Text property of the Get OCR Text activity, insert the firstName variable.
  1. By using Relative Scraping, scrape the employee’s last name in the MyCRM application by using OCR technology. A container, Attach PDF, is generated, holding the selector and letting all the other activities know where to perform the generated actions. In it, there are a Find Image, that selects the anchor for relative scraping, a Get OCR Text that retrieves the last name of the employee, and two Set Clipping Region activities: one to translate the first clipping region to the second one, and the other to reset the clipping region.
  2. In the Variables Panel, create a new GenericValue variable called lastName.
  3. In the Text property of the Get OCR Text activity, insert the lastName variable.
  1. Drag another Send Hotkey activity to the project.
  2. To open the File context menu of the MyCRM app, set the Send Hotkey activity to send the Alt + F hotkey to the MyCRM app.
  3. Add another Send Hotkey activity to the project.
  4. Set the second Send Hotkey activity to send the Enter hotkey to the MyCRM app, to open the Customer Lookup search menu.
  5. Start a new recording session by using the Citrix Recording Wizard.
  6. Record typing the firstName variable into the Customer Lookup window.
  7. Record sending the Tab hotkey to the application in order to switch to the next text field.
  8. Record typing the lastName variable into the Customer Lookup window.
  9. Record sending the Enter hotkey to the application.

Press F5. The automation is executed.The customer in the MyCRM app is found in the Customer Lookup window.


Example of Citrix Automation