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Building An Identity Card Generation Project With UiPath

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Bala Vignesh
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3 views

Building An Identity Card Generation Project With UiPath

Uploaded by

Bala Vignesh
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Building an Identity Card Generation

Project with RPA

Introduction
The project is going to be utilized in various industries, such as education and
enterprises, to create ID cards for employees, visitors, or students. This project is
designed to be flexible, allowing for modifications to suit different use cases.

Problem Statement
Currently, manual processes are used to generate identity cards for employees,
visitors, or students. These processes involve collecting data, such as names, blood
types, dates of joining, and photographs, from an Excel spreadsheet. The data is then
used to create ID cards, which are emailed to the respective individuals. The manual
process is time-consuming and prone to errors.

Automated Solution
To automate this process, we will utilize UiPath's RE Framework. The solution involves
the following steps:

1. Reading the configuration file and initializing the applications


2. Reading the data from the Excel spreadsheet
3. Filtering out valid records
4. Generating ID cards with the help of templates
5. Sending the ID cards via email
6. Updating the status back to the source Excel file

Building the Automation

Step 1: Initialization
The first step is to read the configuration file and initialize the applications. The
configuration file contains settings that may vary from environment to environment,
such as the path of the Excel file and the sheet name. By keeping these settings in a
separate file, the automation becomes more configurable.

To ensure compatibility with data tables, we modify the RE Framework to work with
data tables instead of queues. This allows us to have a single solution with both the
dispatcher and performer in one workflow.

Step 2: Reading the Data

Next, we read the data from the Excel file. The Excel Application Scope activity is
used to read the data from a specified sheet in the Excel file. We use the Read Range
activity to read the data into a data table, which will store the employee information.

By making the file path and sheet name configurable, the automation becomes more
flexible and can be easily reused.

Step 3: Filtering the Data

After reading the data, we filter out invalid records. For example, if certain fields are
blank or missing, a business exception is raised. This ensures that only valid records
are processed and prevents errors in the generation of ID cards.

Step 4: Generating ID Cards

Using templates, we generate ID cards for each valid record in the data table. The
templates include placeholders for employee details, such as names and
photographs. A Word document is used as the template, which is filled in with the
employee information. The generated ID cards are saved as editable Word
documents and also converted to PDF format.

Step 5: Sending ID Cards via Email

Once the ID cards are generated, they are sent via email to the respective individuals.
The emails can be sent to supervisors, employees, or visitors, depending on the use
case. The ID cards are attached to the emails as PDF files.

Step 6: Updating the Status


After each transaction is processed, the status is updated in the source Excel file. This
allows for easy tracking and monitoring of the ID card generation process. The status
column indicates whether the ID card was successfully created or if there were any
exceptions.

Conclusion
By automating the process of identity card generation, we can save time, improve
accuracy, and reduce errors. Using UiPath's RE Framework and data tables, we can
create a flexible and configurable solution that can be adapted to various use cases.
The automation reads data from an Excel file, filters out invalid records, generates ID
cards, sends them via email, and updates the status in the source file. This end-to-
end solution eliminates the need for manual processes and ensures efficient ID card
generation.

Alternative title for this Project:


 Innovative ID Card Generation with UiPath Robotics
 Smart ID Maker
 Instant Card Generator
 Effortless ID Crafting
 Swift Card Creation
 Quick ID Producer
 Simplified Card Maker
 Rapid ID Generation
 ID Express Builder
 Automated Card Designer
 Efficient ID Crafting

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