Actions & Activities
The work items performed by a task are called actions or activities. They are the basic building blocks that enable development of intuitive tasks without the need to write code. Actions and activities are organized in a hierarchical format in the Task Builder, each action containing individual activities (or sub-actions) which are subroutines directly related to the main action. You simply drag-and-drop actions / activities from the Task Builder Actions Panel onto the Task Builder Steps Panel to build a series of steps, which collectively make up the task.
Actions and activities perform operations such as starting applications, sending keystrokes, clicking controls, uploading files, and much more. They can be further expanded by the use of variables , constants, and expressions. A task may comprise a single action or it may involve multiple actions and more complex elements such as variables, expressions, conditional logic, looping, and more.
Available Actions
The following table lists all of the actions available along with a brief description. To view more information about a specific action or to access the available activities (or sub-actions) for each action, click the associated link.
Icon | Name | Description |
---|---|---|
Active Directory | Automates a variety of common Active Directory tasks is available, such user account creation / provisioning and deprovisioning. Most Active Directory related jobs are often repetitive and time-consuming, so automating them does a world of good to network administrators and their enterprise, in terms of time saved and standards achieved. | |
Amazon DynamoDB | Allows developers to automate a variety of DynamoDB operations without the need to write code. Since DynamoDB is a service based on throughput, developers can also create tasks to monitor usage and storage capacity. | |
Amazon EC2 (Elastic Compute Cloud) | Allows developers to automate the management of EC2 instances, improving efficiency while maintaining a high level of performance. Using these activities, one can optimize the use of compute resources in a variety of circumstances. | |
Amazon RDS (Relational Database Service) | Provides cost-efficient and re-sizable capacity while automating time-consuming database administration tasks, freeing you up to focus on your applications and business. | |
Amazon S3 (Simple Storage Service) | Provides developers the tools to automate to automate common S3-related operations such as the creation and management of buckets and the objects that reside in them. | |
Amazon SES (Simple Email Service) | Enables automation of many common aspects of email management, such as creation, verification and retrieval of identities for a specific AWS account as well as composing and sending email messages based on input data. | |
Amazon SimpleDB (Simple Database) | Contains a variety of activities that enables automation of common to complex SimpleDB operations, eliminating the administrative burden of performing manual operations such as data modeling, index maintenance, and performance tuning. | |
Amazon SQS (Simple Queue Service) | Automates the creation of queues and movement of data between distributed components of relevant applications that perform different tasks without losing messages or requiring each component to be always available. | |
Array | Enables creation of arrays to be used during task execution, allowing a group of objects with the same attributes to be addressed individually. It can also set an array to a specific value or modify the current size of an array. | |
Azure Storage | Enables cloud storage automation with a comprehensive set of Windows Azure Storage activities, including blob, entity, table, queue and message- related activities. | |
BASIC Script | Often used to create sophisticated scripts without the need to write VBScripts, Shell Scripts, batch files or any type of code. In addition, it can also incorporate existing VBScripts, Powershell and other scripts into manageable task flows and add new functionality to old applications with the use of over 500 available actions and activities. | |
Compression | Automates the ability to compress and / or decompress data in a specific directory. It supports all major compression types, including ZIP, JAR, GZIP, TAR and 7ZIP (among others). Other features include the ability to password protect encrypted data and change the level at which files are to be compressed. | |
Computer | Allows the ability to automate various Windows start menu power button functions such as Lock, Restart, Shut down, Log off, Suspend, and Hibernate. | |
Cryptography | Automate Desktop's encryption and decryption of files. Can also create or delete key containers, generating both public and private key files from existing key containers and digitally signing files using newly generated private keys. Supports PGP (Pretty Good Privacy), one of the most widely used cryptography systems. | |
Database | Enables creation of sophisticated database-driven applications without the need to write code. Supports SQL Server, Oracle, Access, Sybase, DB2 and other ODBC-based database. This powerful tool can automate report generation and distribution, run DTS or similar database maintenance processes automatically and expand tasks to do even more using Automate Desktop's library of actions and activities. | |
DLL (Dynamic-link Library | Executes the specified method in a managed or unmanaged dynamic-link library (DLL) and stores the return value of the method in an Automate Desktop variable. | |
Dynamics CRM | Automates a variety of common CRM operations in order to ensure consistency in how businesses interact with their customers. It can be used for creating, updating or deleting contacts, retrieving audit records, tracking specific information, and uploading and downloading attachments. | |
Combined with the Exchange action, Automate Desktop presents an effective email attendant that allows you to automate common to complex email operations and simultaneously manage several email accounts from as many mail servers as required. | ||
Environment Variables | Automates the creation, manipulation and management of environment variables in a Microsoft Windows-based operating system without the use of scripts or the command line. Activities include the ability to get, set, list and delete environment variables as well as append data to an existing environment variable. | |
Event Log | Allows custom events to be logged in a purely automated fashion. Developers can control the type of event to log by specifying a level value such as warning or error. Furthermore, this action can be used along with the Event Log trigger as a way to launch other tasks upon arrival of a specific event. | |
Excel | When you work with Microsoft Excel, you usually select one or more cells and then perform an action, such as formatting the cells, entering values in them or retrieving current values. The Excel action encompasses a variety of activities that are capable of automating such operations, thus, saving time and eliminating errors. In addition, this action is capable of running existing Excel macros as part of a fully automated sequence. | |
Exchange | Comprises a variety of activities that can be used to automate common operations on Microsoft Exchange objects, such as the ability to create calendars or appointments, delete contacts, modify tasks and retrieve email. This action supports Exchange 2003 which uses the WebDav protocol as well as Exchange 2007 and 2010, which uses the EWS (Exchange Web Service) protocol. | |
File System | Encompasses a comprehensive collection of activities for automating all file and folder-related operations. Activities include the ability to copy, delete or rename files and folders, read from a file and write to a file. Other activities include the ability to retrieve information about files, such as metadata and checksum values as well as the ability to split or concatenate files and synchronize folders (among others). | |
FTP (File Transfer Protocol) | Used to automate any FTP operation including downloads, uploads, renames, folder creations, deletions and more. Automate Desktop's internal FTP engine is compatible with all FTP connection methods, particularly security-based connections. This includes both explicit and implicit FTPS (FTP Secure or FTP-SSL) that adds support for the Transport Layer Security (TLS) and the Secure Sockets Layer (SSL) cryptographic protocols. | |
HTTP (Hypertext Transfer Protocol) | Contains activities that are ideal for automating common HTTP operations, such as GET, PUT, POST, DELETE and more. HTTP requests are sent directly instead of automating a browser to perform such operations. This action also supports Hypertext Transfer Protocol Secure (HTTPS) protocols, which is a combination of HTTP with the SSL/TLS protocol to provide encrypted communication and secure identification of a network web server. | |
If | In programming, the If statement is used to run code based on conditions. This allows programs the ability to perform different operations in response to different conditions. Automate Desktop's If activities encompass the same capabilities but with a more user-friendly approach. They enable complex decision making based on variable data in the context of a task. | |
Image | Developers and designers must deal with editing and converting many images by hand, which can be time consuming. Automate Desktop's Image action consists of activities that can greatly reduce the time it takes to perform such a process. For example, you can create a single task that reduces the size of an image, applies a filter for a particular effect and converts the image file to the desired format. In addition, you can integrate loop related activities to run this task on hundreds or thousands of images. | |
Label | Labels are used to label a step in a task with a specific name. A label is used with a Goto activity and/or the On Error Goto option (found in the On Error properties) to allow redirection of task execution to the label specified. | |
Loop | In computer programming, a loop is a fundamental yet powerful technique that is commonly used in writing programs. A loop is a sequence or "block" of instructions that is continually repeated a specified number of times or until a certain condition is reached. It allows a very simple operation to produce a significantly greater result simply by repetition. Similar to the concept of loops in programming, the Loop action in Automate Desktop allows repeated execution of a group of steps. Activities include the ability to loop through datasets, files, processes, lists, and more for dynamic automation. | |
MSMQ (Microsoft Message Queuing) | MSMQ (Microsoft Message Queuing) technology enables applications to communicate with each other in an effective and dependable manner, even in unreliable distributed environments where intermediate servers or systems may not always be available. This is made possible due to the fact that messages are not exchanged directly between applications but rather through a message queue, which is a temporary storage location from which messages can be sent and received reliably. Applications that run at different times can essentially send messages to queues and receive messages from queues at their convenience. Automate Desktop's MSMQ action provides a reliable and secure way to automate message delivery and retrieval by way of MSMQ. It contains individual activities that lets you to create, send, retrieve, clear, delete, or wait for MSMQ messages on a local or remote machine. | |
Network | Contains activities used to automate various network related operations, such as establishing a network connection, mapping, or unmapping a network drive or sending a "ping" request to a computer. | |
OCR (Optical Character Recognition) | Provides new opportunities and techniques with regards to combining OCR capabilities in an automated environment. It enables you to convert typewritten, handwritten or printed text as well as text contained in images to an Automate Desktop variable or dataset, making it possible to search for a word or phrase, store text more compactly, and apply techniques such as text mining or text to speech. | |
OpenDocument Spreadsheet (ODS) | The OpenDocument Spreadsheet action is similar to the Excel action. Unlike the Excel action, however, the OpenDocument Spreadsheet action enables creation and management of spreadsheets without requiring Microsoft Excel to be installed on the system. This action not only supports spreadsheet generation and other basic file formatting features, but also supports a number of advanced features such as importing as well as exporting spreadsheet data, reading, writing, and modifying XLSX, XLS, ODS, CSV, or HTML files. This makes it much more convenient for developers to manipulate spreadsheet contents, format cells, and protect files. | |
PDF (Portable Document Format) | Automates an assortment of common PDF operations. Activities include the ability to concatenate or merge two or more PDF files, append new pages to an existing PDF file, extract pages, insert pages at a particular location in an existing PDF file or split one PDF into two or more PDF files (to name a few). For added Security, this action provides the ability to encrypt and decrypt PDF files with either 40-bit,128-bit, or 256-bit encryption and also specify user passwords for further protection. | |
PowerShell | PowerShell is a command line shell and scripting language for Microsoft Windows that is built on the .NET framework. PowerShell's task automation framework allows administrators to perform administrative tasks on both local and remote Windows systems. Automate Desktop enables management and control for PowerShell processing. With the use of the PowerShell action, you can embed existing PowerShell scripts to a task or point to an external .PS1 file to allow for seamless integration with other actions. To run unattended or scheduled PowerShell operations, simply add a schedule trigger. | |
Printer | Can optimize printing resources and print documents when they are required, not necessarily when they are generated. This action includes activities that can automate print jobs across various print queues, change the default printer or remove a specific printer on the fly. It also contains an activity that can retrieve status sand other properties about any printer across the network so you can better manage which printers and at what time print jobs should take place. | |
Processes | Enables automation of most process management operations. This action comprises activities that can automate the act of starting, stopping or controlling a process as well as query a process for specific types of information, such as names of loaded modules, number of consumed handles and sets of threads, start time and much more. You can also adjust the priorities of running programs so that badly behaved processes won't negatively impact the responsiveness of your computer. The available activities for this action supports management of local or remote processes. | |
Registry | Encompasses a variety of activities capable of automating many common registry configuration and management operations, such as the ability to create, manipulate, rename, and delete registry keys, sub-keys or value data. This action also allows registry values to be read and stored, which is ideal in situations when you may need to retrieve configuration data, for instance, to keep track of the software you install on the computer or save data collected from an external application so that it can be retrieved and used the next time the task is run. | |
Run | Runs the program, application or document specified. If a document is specified, the application associated with the document will be used to open it. This action comprises some built in conveniences, such as the ability to wait for an application to finish loading (that is, be ready for input) or wait for it to complete its operation before continuing to the next step. Commonly used to start an application or open a document in preparation to send keystrokes, mouse clicks or other interactive steps. | |
Security | Enhances the security of an automation routine by generating a strong password and / or suspending task execution until the user properly authenticates himself / herself by either entering the correct password. Can also be used to suspend execution until a specific a specific user is logged on. | |
Select | A useful alternative to using an "If" statement in a task. Like any If activity, this action allows decisions to be made during task execution depending on the result of an expression. The difference is the speed and readability of the resulting task when one of several decisions can be reached. For example, for a simple expression such as 1=1 (true) or 1>2 (false), it would be best to use the If activity. For more complex decisions where there are several possible answers such as favorite color=red, blue, green or yellow, Select / Case activities would be a better choice. This is because Select / Case presents the task steps in a manner that is more readable, and at runtime, the evaluation of the expression occurs only once rather than needing repeated If activities with individual comparison. | |
Services | Provides various ways to automate the management of local or remote services. Using a variety of activities, you can easily automate operations such as starting, stopping, installing, or uninstalling services. You can also query for a list of services installed on the system along with their current state. | |
SharePoint | Comprised of over 40 activities that enables automation of simple to complex SharePoint operations. For instance, this action can automate the creation, management and implementation of SharePoint sites that are discoverable throughout the organization. By further streamlining and automating SharePoint processes, a company's resources can be allocated to other areas, which can lead to reduced costs and greater operational efficiency. | |
SNMP (Simple Network Management Protocol) | Used to automate common SNMP commands such as GET, GET BULK, GET NEXT, SEND TRAP, SET, and WALK, providing server administrators and IT personnel a means to monitor a complete network infrastructure through simple Automate Desktop tasks. Also enables integration of Automate Desktop with products such as Microsoft MOM and others. | |
Task | Allows task level operations to be automated during runtime. Activities include the ability to start a secondary task (also known as a child task or subtask) from a parent task or start another task as a separate thread. Other activities can disable / re-enable execution of other tasks. For instance, a Disable task activity could be placed at the beginning of Task1 to disable execution of Task2 for the time being to ensure it doesn't interfere with execution of Task1. An Enable task step could be placed at the end of Task1 to re-enable execution of Task2. | |
Terminal | Often used to completely simulate the procedures that a user typically performs during a terminal session. The Terminal action allows legacy systems to be automated in the background without the need for 3rd party software. With Automate Desktop, terminal servers can be used to run programs, save files, and employ network resources, altogether, working as a bridge to connect terminal, and / or legacy systems to Microsoft Windows networks and computers. | |
Text | Text manipulation is a way to administer and modify textual data, including text conversion, transformation, and extraction. Some common text operations involve stripping of characters or white space, converting words to upper or lower case, adding or replacing characters, and calculating character count for the selected text. Automate Desktop encompasses a variety of activities primarily designed to automate the management, modification, and enhancement of text. These time saving activities are the complete solution for any data and text editing procedures that are performed in large quantities or in a repetitive manner. | |
Timer | A timer can be used to examine the sequence of an event or process taking place. This is an ideal way for developers to gauge the total execution time of an individual task step or series of steps that perform time sensitive operations. A Start Timer activity creates a new session and begins the recording process and a Stop Timer activity marks its ending. The elapsed time is then output to an Automate Desktop variable. In addition, a Read Timer activity can be used to gauge the execution time between Start Timer and Stop Timer steps. Multiple timer operations can occur simultaneously within the same task as long as each operation is designated by a unique session. | |
Type | Used to create an Automate Desktop object from the defined custom type or web service. This action can also be used to define a custom object type or object types defined in a Web Service or import Web Service or .Net assembly types. | |
Variable | The Variable action comprises various activities geared for the creation and management of variables and / or arrays. The developer can enter a value to initially populate the variable during creation or the value field can be left blank. Instead, variables can be set with a value using the Set Variable activity, which adds or changes the contents of an already existing variable. Certain available actions that support populating variables can also set or modify a variable's contents, such as the Input Dialog activity, which displays an input box allowing the user to enter a value which is saved to the variable specified. | |
VMWare Guest | Useful for automating many common operations on a VMware guest operating system, such as running a program or script, managing processes, creating, and managing files and directories, creating screen shots, administering environment variables, and much more. With these activities, you can run common tasks on a network where you have multiple virtual machines running on one or more physical machines. Automate Desktop supports the full suite of virtualization software including ESX, ESXi, Workstation, and Player. | |
VMWare Host | Useful for automating many common performance and auditing operations on a VMware host operating system. For instance, you can create a task to automate the process of modifying a limitless number of hosts, freeing up time for more strategic activities. Automate Desktop can automatically generate lists of running hosts as frequently as required as well as automatically register and unregister hosts based on any event defined. Other activities include the ability to start, resume, or suspend a VM, take snapshots, revert to a previous snapshot, and much more. | |
Wait | In programming, a wait state is a situation in which a program waits for the occurrence or completion of a specific event or condition before continuing. Because the result of a wait can largely impact task execution, many Automate Desktop activities have their own built-in wait capabilities. In addition to the built-in wait function, a number of individual 'Wait' activities are also available which can be used at any point inside a task without the need to write code. These activities provide additional intelligence to Automate Desktop's already powerful task flow capabilities by allowing execution to pause until a specific date / time, until the existence (or non-existence) of a file or window, wait for a process to start or end, or wait for a specific amount of time. | |
Web Service | The benefits of Web Services to any business can be summed up in one word: efficiency. Automate Desktop helps leverage this functionality with its Web Service - Execute function activity. This action allows you to automate the ability to execute Web Service calls by way of WSDL (Web Service Definition Language) URI (Uniform Resource Identifier) path. With Automate Desktop, once you enter a WSDL URI path and select Go, it automatically evaluates that Web Service and fills in the information for you to select from a list. | |
WMI (Windows Management Instrumentation) | Can be useful for monitoring and controlling managed resources on a local or remote computer, thus, improving manageability of computers in a networked environment. For instance, a WQL Query task can initially determine any issues and direct itself to perform proper activities to correct the problem before proceeding to other steps. | |
XML (Extensible Markup Language) | Automate Desktop's XML action enables automation of many common XML related activities, such as transforming, merging, validating, and signing XML documents. They are also capable of reading, creating, editing, or deleting XML nodes as well as extracting XML fragments (that is, a collection of XML nodes) and saving them to a file or other means. The XML activities provide all of the features and functionality necessary for managing and manipulating XML. |