Minimum License Requirements: 

  • Hyland RPA License

  • OnBase EP3 License

  • Microsoft Excel

Dependencies & Supported versions

  • Hyland RPA Designer (Version

  • Hyland RPA Activities (Version 1.37.6)

  • Horizontal
  • Hyland RPA

Create Document Type from Excel
Solution Overview

The creation of Document Types is a very repetitive task which can also cause quality problems because of copy and paste errors. Most of the customers are using Excel files to manage these data. Using this bot, the user can easily maintain an Excel list with all DocType setting which will be automatically taken by the bot and put into OnBase Configuration. As a result, the Excel lines will be marked in red if not successful or in green if successful with the new created Document Type ID.

Solution Benefits
  • Easy to fill Excel template
  • Automatically creates Document Types
  • Reduces copy and paste errors
  • Stores Document Type ID and Result
Solution Tasks
  • Read Excel file
    • Get environment, username and password
    • Get Document Types to be created
  • Open & login to OnBase Configuration
  • Create Document type
  • Read Document Type ID
  • Mark created Excel row green or red