Power Automate Deskop - How To Fill Data From Excel To Web Form (Full Tutorial)

hello everyone i'm marcelo and this tutorial we will learn how to fill farms with power automated desktop so we'll use this form along this tutorial and to get the data to input on the form fields uh let's download the file from the rpa challenge so i'll leave on the description of this tutorial the link to the rp challenge and also to the farm that we'll use so here on rpg challenge by clicking on the download excel button we will get excel file that has some data so let's click here and we got our files so let's open it and here we can see that we have some rows and some columns so looking now at our form so the goal it's for each row that we have here on our file except the first line the first row that it's the column names the ideas research so the values of the row on the form field so insert the first name on the first name last name last name and so on so let's get started so here on part my desktop after creating a new flow we will be here on this window and so the first thing that we'll do is read the data from our file to then be able to use it during automation and fill the data on the farm fields so to read excel file here on part my desktop first we need to open excel instance to then be able to interact with the excel file so to open excel instance let's use the action launch excel and now here we want to launch our excel file that we have downloaded so here let's choose the option and open the following documents and now let's here select our file so let's select it and we got here the path to our file so let's start a path in a variable so let's copy the path and now let's use the action set variable to create and store a value on the variable and so here in the variable name let's set excel path for example and let's paste here the path to our file and now here on the launch excel let's replace here the path that we have to our variable the tasks of the value that is the path to the fund so that isn't really needed but it's a best practice to not leave so article the the path directly on the action so it looks better by this way so now here we can move on so to the next step so now let's click on save and so after opening excel instance we can interact with excel files so in our case we want to read the data from it so here we can see a lot of excel actions by searching for excel so the one that we'll use to read the data from excel file will be the read from excel worksheet so now here we have to select what we want from the excel file so uh here let's select option values from a range of cells and now we have to indicate the range that we want to read from the files so here we want to read from the combinate to the kanji and from the row one to the row eleven so here start column okay start for one and column g and then row eleven as we can see here so now in advances uh here we can see the option first line of range contains column names so so because it's true as we can see here the first line the first row as the column names let's here check and now we can see here that will be created the variable excel data so it will be a data table that will have the data of our excel file so we here we can change also the variable name if you want so let's move on to the next step let's click on save so after reading the excel file we can close the excel instance by using the close excel action so let's run automation to see if it works well so let's click on run here so here on this side on the right side on the variables panel here on excel data we can see that we have 10 rows and seven columns and if we do double click we can see the data stored on our data table and as we can see we got the data from our excel file so it's working well so what's the next step after getting the data from our file we want to open the browser on the form so then we can fill the data of our data table on the farm fields so to open the browser here on actions let's search for launch new and here we can see the different browsers that we cannot make on powered by desktop so the one that we'll use will be the launch new chrome but if you want you can use another browser so let's here launch a new chrome instance so it will open the google chrome so let's leave this option selected and now here initial variable we need to indicate the wire yell to our form so it's available on the resources on the description of this video so let's here store the yell on the variable so let's use the set variable action and now here variables so let's define the variable name to for url and now value let's paste so the url to the form and now here on the launch new crm action by doing double click let's select here our variable that will provide the variable now here windows tape let's select maximizer to be sure that the window will be maximized and now let's click on save so if you run out automation it should read the data from the excel file and launch the browser on the farm page and as we can see here with launch the chrome browser on our phone so after reading the data from the excel file and launching the browser on the farm page the next step is to create the loop for each row of our excel files so we want to durate create a loop a cycle for each row that we have on our data table and so for each row we will fill the form fills with the data from the iterator row and then we will submit the form so to create a loop let's yarn action search for the action for each and so this action allows us to iterate over the rules of our data table in our case so here on value to rate we need to select our data table variable and so here the current item will represent each row iterated on the cycle so now inside of this cycle we want to execute the actions that will fill the data on the far fields and then submit the form so to public text on the form field on the field let's run actions search for the action populate and here we can see to populate actions the one that we use is the one from web farm feeling that it's more equated to our case so let's rock it inside of our cycle and so first we need to indicate the y helmet where we want to public text so to indicate it let's here as a white helmet and so let's open our farm and as it says here to indicate the white helmet we need to press ctrl and then left mouse click so here let's start by the first name fill so let's now press ctrl and then left split and so we have indicated y helmet now we have to indicate the text to input on the element so will be the text that will be on the row iterator so let's start by selecting the current item and then to input only the first name so let's just open here our excel file so on the field first name we want only to input the first name value so how we can do it here let's open brackets open quotes and instead of the quotes let's indicate the name of the column related to the value that we want to populate on the first name field so here it's a column first name so let's copy the column name and paste it inside of the prints and by this way will be entered will be populated the value related to the first name com so now let's click here on save and let's do the same for the other fields so now we need to use one populate action field for each field that we have on our farm so let's add another white helmet and let's indicate the last name field and so here it's the same logic first let's get the row and then let's nick cave the comm name of the value that we want to populate on the field so it's the last name common name so let's paste and let's save so let's hear here i entered two quotes before the common name so let's remove one let's see if it works well so we can now close the excel file close the browser and let's run dot mission and as you can see was inserted the values on the two fields so we can move on now to the other fields so now let's drag another populates and let's indicate another white helmet now the company name and so same logic let's open brackets and in fact we can copy this to paste on the other actions so now we need to get the com name so let's get it so it's company name let's save let's secure the next one let's replace the comm name let's go to the next one address let's get the column name let's try another one so let's scroll indicate email field so let me give now the current item open brackets quotes and then let's get the column name inside of the quotes and then in last let's indicate the font number field the last one oops so current title and then let's sneak it so the column name of the fun number [Music] and let's save so at this moment if we run automation it should populate each field of the form so let's see if it works as expected let's close and let's run the automation and as you can see it's working as expected so we can now stop so what's the next step so after populate each fill of the form we once submit so the form so by clicking on the submit button so to click on the submit button here on actions let's search for press and here we can see two actions press button the one that we'll use it's the one from waveform filling so let's write this action after the last popular text fill on web page action and now we have to indicate the buttons so let's click here on add white helmet and so let's encase here the button so let's see if it submitted the form so let's run and as you can see was submitted the form so we can see that after submit it appears this special to insert the data of the next row we should click here on submit another response so the automation will be able to insert the data of the next row so to click here on this link this is basically a link we can use the action so here let's search for link and let's use the action click link on the web page so it's the quitted action click on the link so let's track it after the press button and so let's neck case the white helmet so let's indicate it and let's save so let's see if it runs well from the beginning to the end so let's close and let's run the automation as we can see seems it failed to click here on the link so let's see better here our actions so i may have indicated not in the best ways so i will make it again the white helmet so let's indicate it now let's save so let's try another time so let's run and now it work it and as we can see the automation is inserting the data of the next row so it's been created a loop for each row of our data table and so for each row it will submit the data of the row on our form so now let's just wait a bit and so the automation ended successfully so it worked as well so if you like this tutorial please give a thumbs up so it really helps the channel and the video reached more people and also consider to subscribe to the channel and enable the notifications bells so you'll get notified on niche tutorial that i publish here on my channel so that's all and i'll see you on the next tutorial

Channel: Marcelo Cruz

Views: 22,074

Keywords: learn rpa, microsoft power automate desktop, microsoft power automate tutorial, power automate, power automate desktop, power automate desktop app, power automate desktop examples, power automate desktop guide, power automate desktop rpa, power automate desktop tutorial, power automate desktop web automation, power automate how to, power automate tutorial, power automatetomate desktop how to, robotic process automation, rpa, rpa tutorial

Id: -2rIftaYJHo

Length: 19min 29sec (1169 seconds)

Published: Fri Mar 25 2022