Best practices for creating and configuring UiPath workflows

May 18, 2023

Tags: Technologies



UiPath is a leading Robotic Process Automation (RPA) platform that has revolutionized the way companies manage and improve their business processes. RPA refers to the use of artificial intelligence software and software robots to automate repetitive and manual tasks in an organization.


This tool has proven to be a highly efficient and effective solution to improve business processes in various sectors and departments of a company. By implementing software bots, UiPath enables organizations to automate a wide range of activities, from data entry to reporting to inventory management and customer service.


All sectors and industries can benefit from UiPath: its solutions serve to boost flows in the health area, in the banking, insurance and government sectors, as well as the telecommunications and manufacturing sectors, as indicated by UiPath in their website.





In a banking institution, for example, UiPath explains that up to 500 workflows can be automated, reducing a task that could take up to 5 hours to 30 minutes.


How UiPath benefits companies in their business processes?

One of the main advantages of UiPath is its ability to reduce human errors and improve accuracy in business processes. By automating repetitive tasks, the risk of errors associated with human intervention is minimized, leading to higher quality and consistency in results, they stated in their documentation.


Additionally, UiPath helps increase efficiency and productivity by freeing employees from mundane and tedious tasks. By delegating these activities to software robots, employees can focus on more strategic and higher value-added tasks, which in turn improves job satisfaction and motivation. Read our article about: Can UiPath be used for test automation?


Another way that UiPath improves business processes is through scalability. The platform allows organizations to easily adapt to changes in workload and demand, as software robots can be quickly scaled to handle increased workloads without requiring significant additional resources.




Best practices for creating and configuring UiPath workflows

When creating and configuring UiPath workflows, there are several best practices that can be followed to streamline business processes.


Here are some recommendations:


  • Analysis and proper design

Before starting to develop a workflow in UiPath, it is important to perform a thorough analysis of the business process. Fully understanding your existing workflow, identifying manual and repetitive tasks that can be automated, and designing an efficient workflow is critical to achieving optimal results.


“Simplifying the design of the workflow makes the code easy to read, maintain, and improves the extensibility of the code. There are two ways to do this: create a workflow and create flowcharts. If a process has multiple steps involved, then we need to split the code into multiple workflows. This makes the code clean and readable”, recommends UiPath regarding the code, once the flow is designed.


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  • Modularization

Dividing the workflow into smaller, more logical modules makes it easier to maintain and reuse. Each module should be responsible for a specific task and be as independent as possible from other modules. This allows for better workflow management and updating in the future, they explained on a UiPath forum.



  • Exception handling

It is essential to anticipate and properly handle exceptions that may arise during the execution of the workflow. It uses Try-Catch blocks to catch and handle errors appropriately. This will ensure that the workflow is not completely interrupted and will allow for smooth recovery in case of failures.


  • Well-defined variables and arguments

It uses variables and arguments appropriately to store and manipulate data within the workflow. Be sure to use descriptive names and assign proper data types to avoid confusion and errors. Also, consider using input and output arguments to allow for more workflow flexibility and reuse.




  • Exhaustive tests

Before deploying the workflow in a production environment, perform extensive testing to verify that it works. Test against different scenarios and input data to ensure that the automated workflow behaves as expected and meets business requirements.




  • Version management and change control

Implement a version management and change control system to keep track of changes made to the workflow. This will make it easier to track updates, collaborate with other developers, and allow for a rollback in case of issues.


  • Clear documentation

Properly document the workflow, including a detailed description of its functionality, inputs and outputs, as well as any special requirements or considerations. This will make it easier to understand and maintain the workflow in the future.


Aspects to consider when hiring a UiPath service provider

When hiring a UiPath service provider, it is important to consider some aspects that can influence the quality and success of the project.




Some of these aspects are:


- The experience and certification of the provider in the use of UiPath and in the automation of processes.
- The methodology and tools used by the provider for the design, development, testing and deployment of UiPath solutions.
- The vendor's ability and availability to provide technical support, training, and maintenance of UiPath solutions.
- The compatibility and integration of the provider with the existing systems and platforms in the organization.
- The cost and estimated time of the supplier to carry out the project.


These aspects can help to evaluate and select the most appropriate provider for the needs and objectives of the organization.


Do you need software developers who are experts in UiPath? At Rootstack, we have +12 years of experience supporting companies in their digital transformation. Contact us!


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