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Creating a Automation Toolpak robot to connect to a legacy web application using Selenium Import feature

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This article walks through creating a robot using Automation Toolpak that can connect to a Legacy web application which does not expose an API.
Prerequisites Before creating the robot, you need to do the following steps: 1. Download the .NET Framework 4.6.1 installer from link below and install it.  https://www.microsoft.com/en-in/download/details.aspx?id=49981 2. Download Selenium IDE for Chrome and install it. 3. Download the Automation Toolpak tool zip from Github using “Clone or download” button.  https://github.com/srirambalajigit/AutomationToolpak 4. Open the v1.0 folder and double click on AutomationToolpak.msi to install the Automation  Toolpak tool. 5. Go to Samples/LegacyWebApp folder and double click on “StartLegacyWebApp.exe”
The below video walks through the steps of creating a Robot which connects to legacy web app. We initially create a Selenium project to record the steps that the robot has to perform. Then, we import this Selenium project to Automation Toolpak to create…
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Introducing Automation Toolpak

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For quite sometime I had an idea of creating a tool for RPA. Automation Toolpak is an attempt to create a basic RPA tool. To start with it supports Web UI Automation and I plan to extend it to other areas of automation as well, as time permits.


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Color Grid PCF Control with Formulas and Functions

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Color Grid PCF Control allows the user to personalize the colors of the grid like Header color, row Color and cell color.

Instead of just static color values, Color Grid allows the user to set the row background Color and Cell background dynamically using Excel-like formulas and custom functions.

Currently PCF control samples do not illustrate any way to implement formulas and functions that can be used in Control Properties. This article is an attempt to address that, to show a way how we can implement formulas and custom functions in PCF.
You can find the links to the source code and the solution file below: https://github.com/srirambalajigit/PCFControls/tree/master/ColorGrid
Solution File Link https://github.com/srirambalajigit/PCFControls/blob/master/ColorGrid/ColorGridControl.zip
Below are the steps to use the control in Dynamics 365. 1. Import the solution ColorGridControl.zip to CRM 2. Open the “Active Accounts” view for Account entity and add column “Open Revenue” to the view. 3…
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Meter PCF Control

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The meter control is used to represent a scalar measurement within a known range, or a fractional value; for example disk usage, fuel level, the relevance of a query result, or KPI measurements. Meter control is based on Meter HTML tag and you can find details of this tag in References section.


You can find the links to the source code and the solution file below: https://github.com/srirambalajigit/PCFControls/tree/master/Meter
Solution File Link https://github.com/srirambalajigit/PCFControls/blob/master/Meter/MeterControl.zip
Creating Fuel Gauge using Meter PCF Control Below are the steps to use the control in Dynamics 365. 1. Import the solution MeterControl.zip to CRM 2. Create a custom field called “Fuel level” of floating point type in Entity. 3. Add Fuel level field to Form.
4. Click on “Change Properties” for Fuel level and go to Controls tab and click on “Add Control”.

5. Select Web, Phone and Tablet radio buttons. 6. Set the Meter Control properties
7. Navigate to form in CRM.

Us…
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Autocomplete PCF Control

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Autocomplete control provides the user an easy way to select a value from a predefined list of values and automatically filters the values based on what the user types.

You can find the links to the source code and the solution file below: https://github.com/srirambalajigit/PCFControls/tree/master/Autocomplete
Solution File Link https://github.com/srirambalajigit/PCFControls/blob/master/Autocomplete/AutocompleteControl.zip
Using the Autocomplete Control in Dynamics 365 Below are the steps to use the control in Dynamics 365. 1. Import the solution AutocompleteControl.zip to CRM 2. Open the Account Form in Form Designer. 3. Select the “Address 1 Country/Region” field and click on “Change Properties”.

4. Go to Controls tab and click on “Add Control”.
5. Select Web, Phone and Tablet radio buttons. 6. Set the Options property with list of options separate by comma. Eg Angola,Austria,Australia.
7. Set the background color property to change the color for the Autocomplete control 8. Navigate to…
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Month Picker PCF Control

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Month Picker is a simple control that allows the user to pick a month of the year.

You can find the links to the source code and the solution file below: https://github.com/srirambalajigit/PCFControls/tree/master/MonthPicker
Solution File Link https://github.com/srirambalajigit/PCFControls/blob/master/MonthPicker/MonthPicker.zip
Using the Month Picker Control in Dynamics 365 Below are the steps to use the control in Dynamics 365. 1. Import the solution Monthpicker.zip to CRM 2. Create a custom Single line of Text field called “Start Month” in Account Entity. 3. Add Start Month field to Account Form.
4. Click on “Change Properties” for Start month.Go to Controls tab and click on “Add Control”.
5. Select Web, Phone and Tablet radio buttons.
6. Navigate to Account form in CRM and click on Start Month and select the month.


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Color Picker PCF Control

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Color Picker PCF control allows the user to pick the color and changes the background color of the message with selected color. It also displays the color code of the color selected.

We will walk through the steps of creating Color Picker control and using it in Dynamics 365.

Creating Control Project
    1. Open Visual Studio 2017 command prompt and execute the below command to create a new PCF project.

namespace – namespace for controls Eg SriramControls name – Name of the control template – field or dataset. For this control we will chose field template.

This will create a folder called ColorPicker and inside this folder we have 2 files: ControlManifest.Input.xml and index.ts
2.Run “npm install” to install the dependencies. 

Understanding the Manifest file Manifest file is a metadata file that defines the component. It contains: Data that can be configured, field or dataset Properties of control that can be configured in CRM UI by the user.List of resource files that the component needs
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