Windows General actions
Windows general actions are a category of RPA actions that handle system level interactions such as open file or save file dialogs that are common to your windows operating system. These actions enable the bot to handle the native system dialogs that pop up during a workflow, such as when you need to select, upload, or save a file to your system.
Supported RPA Agent Platforms : Windows
Available Actions
1. Open file dialog
This action opens the windows open file dialog window, allowing you to browse and select a file for various automation operations.
Example: We can use this action when automating operations that involve file selection, such as uploading documents or attaching files to emails.
Configuration
UI element: Select the open file dialog window that appears in your application or web browser. This window allows the bot to select a specific file from your system.
Folder path: The location of the folder containing the file you want to open. You can manually enter the path or use the browse icon to select the folder directly from your system.
File name: The name of the file you want to select or upload from the specified folder.
2. Save file dialog
The save file dialog action opens the windows save file dialog window, used for specifying the location and name when saving a file.
Example: We can use this action when automating the process of saving data in documents or spreadsheets.
Configuration
UI element: Select the save file dialog window that appears in your application or web browser. This window allows the bot to choose a location and download the file to your system.
Note: To ensure the automation can successfully interact with the save process, you must enable the browser setting: Ask where to download files every time.
To configure this setting, copy and paste the specific link below into the corresponding browser's address bar:
Chrome: chrome://settings/downloads
Edge: edge://settings/downloads
Ulaa: ulaa://preferences/downloads
Firefox: about:preferences (Scroll down to the Files and Applications section on the General settings page).
Folder path: The location of the folder where you want to save the file. You can manually enter the path or use the browse icon to select the destination folder directly from your system.
File name: The name you want to give the file when it is saved to the specified folder.
If document already exists: If the file you're saving already exists, select the appropriate action from the following options:
Do not replace. Save as {filename(1)}: This option will save the file as a new version with an incremental number appended to the original filename, starting with 1. For example, if the original filename is "myfile.txt," the new file would be saved as "myfile(1).txt."
Replace file: This option will overwrite the existing file with the new file.
Do not save: This option will not save the file and will discard any changes you have made.