Step 3: Set up Orchestrator Victor_Advanced Process_Data Service
Log in https://cloud.uipath.com/, go to your orchestrator tenant/Data Service and create four entities:
For each entity, add the specific fields as described below.
Currency
Click the Data tab and add the currencies as described below:
CODE: EUR
MasterId=1
CODE: RON
MasterId=2
FinancingType
Click the Data tab and add the Financing Types data as described below:
Name: Refinance
Synonym: Refinance
NameEN: RefinanceEN
MasterId: 3
Name: Nevoi personale
Synonym: nevoi|nevoie|personal
NameEN: Personal Needs
MasterId: 2
Name: Investiții imobiliare
Synonym: teren|apartament|nvestitii|imobiliar|ipotecar
NameEN: Real Estate investments
MasterId: 1
LoanRequest
Create new choice set LoanRequestStatus with the following details:
Product
Click the Data tab and add the Product Types data as described in the embedded Excel file.
Log in to your orchestrator account and click on the tenant used in the basic setup.
On the left on the navigation bar, click the folder you created when setting up the unattended process.
Click the Queues tab, click the Add icon and complete the fields for a new queue. We will use this queue for adding data to Data Service.
Write down the queue’s name, you will need it later.
Open UiPath Studio.
Click Open a Local Project, browse for the Add Loan Request Process folder (from prerequisites) and choose the project.json file.
Right click on the process name and click Open Project Folder.
Open the Framework folder, then the Config folder. There are two json files.
Open DruidConfig.json. Complete all the fields in the file. Fill in the correct service account username or email address and password for a service account, which has enough permissions to create a flow.
Save a file.
Open UiPathConfig.json. Complete the folder name and the queue name you previously created and the save the file.
Switch to UiPath Studio.
Click Manage Entities.
Tick all checkboxes and click Save.
Click Publish.
Click Next, select Publish to Orchestrator Tenant Process Feed and click Publish.
In your folder, click Automations > Processes and click the Add icon.
Choose the published package, enter a Process name (optional) and click CREATE.
Click the Triggers tab and then click the Add icon.
Click the Queue button, enter a trigger name, select the queue and the process you created previously and click ADD.
Switch to the UiPath Assistant. Search for the process you created, click the three dots on the right and click Install.
In the Druid ChatBot Portal, go to Victor Flows and search for the flow add-loan-request-response. Click on it and from the Details page, copy the Flowid.
Search for the flow onboarding-create-instanceand click on it. The flow has only one flow step. Click on it and in the Set Variables section, change the response [[Offer]].CallbackFlowid with the flowId of add-loan-request-response.
Go to Victor Integration, search for the add-loan-request connector action and click on it. Click the LoadOrchestratorData button and connect to your loan request queue designed in the orchestrator.
Search for the trigger-loan-request-workflow connector action and click on it. Click the LoadOrchestratorData button and connect to the queue designed in the orchestrator.
