topic RE: Interacting with Save As window in Product Forum

Interacting with Save As window

Anonymous — Tue, 07 Apr 2020 14:53:00 GMT

Hi,

Have anyone faced issues while interacting with Save As standard window in Windows 10? We've tracked the window and its parts, tried different elements, but nevertheless after entering the full filepath the file appears to be saved in some default folder. It's very weird. This exception occurs in perhaps 70-80% cases.

Any advice is highly appreciated. Example of the window attached. Thanks!

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Anton Sauchyk
Senior RPA Analyst
EY
Europe/Minsk
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RE: Interacting with Save As window

AmiBarrett — Tue, 07 Apr 2020 15:00:00 GMT

Can't say I've run into that.

Have you tried filling the folder path at the top first?

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Ami Barrett
Sr Product Consultant
Blue Prism
Plano, TX
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RE: Interacting with Save As window

Anonymous — Tue, 07 Apr 2020 15:07:00 GMT

Yep, the same story. We also added extra waits, but it just decreased the chance of such behavior not resolved it completely.

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Anton Sauchyk
Senior RPA Analyst
EY
Europe/Minsk
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RE: Interacting with Save As window

ritansh.jatwani — Tue, 07 Apr 2020 15:41:00 GMT

Hi Anton,

Can you please confirm if you are using Write stage to write the path of the file in the textbox of Save As window?

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Ritansh Jatwani
Consultant
EY
Asia/Kolkata
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RE: Interacting with Save As window

AmiBarrett — Tue, 07 Apr 2020 15:45:00 GMT

I've honestly had more success using Global Send Keys than a write stage on this window. But hey, whatever works!

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Ami Barrett
Sr Product Consultant
Blue Prism
Plano, TX
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RE: Interacting with Save As window

ritansh.jatwani — Tue, 07 Apr 2020 15:54:00 GMT

Hi Anton,

Please follow the below steps to make your bot more stable:

1) If you are able to spy "File Name" textbox using "Win32" mode then use Write stage and pass the full path of the file including extension of the file e.g. C:\Testing\Test.xlsx and hit save. It will always save to the correct path.
2) If the above method doesn't work using Win32, then please use AA mode to spy the textbox and try using Write stage. If write stage fails, then only go to the Global send keys option since it's less reliable.
3) If you are planning to use Global Send Keys, then instead of writing the full path from Global Send Keys, first copy the full path using Copy Clipboard (Environment utility) and then use Ctrl+V from Global Send Keys. In this way, the reliability factor gets increased and your bot will be more stable than writing the whole path from Global send keys.

Please let me know if the above method didn't work for you.

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Ritansh Jatwani
Consultant
EY
Asia/Kolkata
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RE: Interacting with Save As window

ritansh.jatwani — Tue, 07 Apr 2020 20:46:00 GMT

Hey Ami,

I had equal success rates with both the approaches, with write stage as well as GSK. Additional exception handling on GSK approach does wonders in the code and it works fine.

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Ritansh Jatwani
Consultant
EY
Asia/Kolkata
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RE: Interacting with Save As window

_Amlansahoo — Wed, 08 Apr 2020 05:01:00 GMT

Hi Anton,

Don't use write stage try using Global send keys. It will work perfectly. This problem starts after 6.1 or 6.2. What happens actually even if you are writing using write stage but it will be not written in the field so when you click on save it will save on the default folder with default name.

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Amlan Sahoo
RPA Consultant
Equinix
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RE: Interacting with Save As window

gmarquez — Mon, 13 Apr 2020 19:28:00 GMT

Hi Anton,

This function can be tough to automate because it seems like every application has a different type of Save As window that gets generated when you use the Save As function form the application. Tableau's save as box is a tough one to deal with for example. In this case, we usually recommend trying to use the Utility File Management VBO to save the file to the default directory and then move it to the desired location with the desired name. If this fails, then you can try to use Surface Automation as a last resort.

Here are some steps for the Utility File Management way:

Check if File exists

Inputs Tab - Check if File exists (Under Business Object →Utlility-File Management/ Action →File Exists
Outputs Tab – Store In create the flag output Item

Save the Default Filename

You will take the defaulted filename that is given within the Window.

For example I have created a Navigation Stage with that sets focus to the Window (You can do this multiple ways)

Then I created a Navigate Stage that Clicks on the Save Button.

Just as a precaution I have added the catch to see if the Replace or overwrite Dialog box is present. This is done by first creating a Decision stage to check for the presence of the Dialog Box. You will have to spy the Dialog box and retain the image. You will want to create a Data item that will hold the image after it has been spied.
Replace Data item
Next, Create a Read Stage that will read the image
Please note that you will have store the image for comparison.
Next, Create a Decision Stage that will Compare the 2 images
After the Decision Stage is created you will want to set the Yes and No up to the appropriate next steps.

Move File

Create another Action Item Under Business Object →Utlility-File Management/ Action →Move File

Please note you will need to Create the values of the File Path and Destination Path as Data Items

Rename File

Rename: Next create the Actions and Navigate field that will rename the filename please see the example below:

Delete Default File

Delete the File: Create a Data Item that has the File path information. Next create and Action Item Under Business Object →Utlility-File Management/ Action →Delete File

Please make sure that the Outputs are created.

Check default file present

Finally, confirm that the Deleted File does not exists.

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Gabe Marquez
Technical Support Engineer
Blue Prism
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RE: Interacting with Save As window

RodrigoInsua — Thu, 16 Apr 2020 17:21:00 GMT

Hi Anton, we are having exactly the same problem when trying to save a report from different homebanking pages.
Please, let us know if you get to fix it!

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Rodrigo Insua
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RE: Interacting with Save As window

marcoaramos — Wed, 26 Jan 2022 12:51:00 GMT

Hi Anton,

I have similar issues with the Save As window, it turns out in some machines it was working and in others with same specs it was not, I realized the Folder Options on Windows might have some impact, since I am not sure which specific option needs to be checked/unchecked, I am sharing here the setup where this is working.

Hope it helps.

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Marco Ramos
Senior Automation Developer
KPMG Malta
Pieta
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