Actions preferences

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The Bypass the mouse for a faster click option increases the speed of your botflow if supported by the target application.

Note: Nintex RPA uses your mouse to click a target. Enabling the Bypass the mouse for a faster click option clicks the target without using the mouse. Applications responding to changes submitted by an actual mouse click will not support the Bypass the mouse for a faster click option. Perform the Click action in the botflow to confirm the expected actions are made by the Click action. Clicks resulting in a pop-up window are not supported.

If the selected target is a check box, you will have the option of choosing how the check box is checked.

• Click to Check: Checks the check box if it is unchecked.
• Click to Uncheck: Unchecks the checkbox if it is checked.
• Click to Toggle: Checks the checkbox if it is unchecked or unchecks the checkbox if it is checked.

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General

• Add column: Select the column type from the drop-down list:
  • as lastcolumn: Creates a column at the end of the list.
• Column name: Type a column name in the field or use the Expression Builder to build the action settings using variables or other token values.

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General

• Name: Type the variable name in the Name field.

• Type: Select the variable type from the drop-down list:
  • Text: Stores any character.
  • Number: Stores whole numbers.
  • Decimal: Stores larger number including decimals.
  • Date: Stores a date in m/d/yyyy format.
  • True/False: Stores a Boolean, or True/False value.

• Value: Optionally, type a value in the Value field.

• Note: Optionally, type a note in the Note field.

Overwrite: Select the check box to set the variable setting to overwrite an existing variable with the same name.

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• Column: Select a Column option from the drop-down list:
  • Exact column: Type the column name to be deleted in the Column field or use the Expression Builder to build the action settings using variables or other token values.
  • All empty: Deletes all empty columns in lists associated with the botflow.

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Options

• Case sensitive: Consider an item's case.

Rules

• Compare as:

  • Auto: Automatically makes a text or numeric comparison.

  • Text: Compares items alphabetically.
  • Number: Compares items mathematically.
  • Date: Compares items by date.
• Case sensitive: Consider an item's case.
• Ignore surrounding spaces: Ignore spaces.
• Remove ampersands: Displays when an If statement requires a target.

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General

• Folder: Type an email folder into the field.
• Retrieve: Select the email messages to retrieve from the drop-down list:
  • All Messages: Retrieves all messages in the selected folder.
  • Unread Messages: Retrieves all unread messages in the selected Folder.
  • Read Messages: Retrieves all read messages in the selected Folder.
  • Custom: Displays the available Custom Options to further filter the Get Email action.
• Limit: Select the check box to type a number value in the Limit field, use the up and down arrows to adjust the Limit number, or use the Expression Builder to build the action settings using variables or other token values.

• Status: Select the check box to use the drop-down list and set the filter logic between Unread and Read emails.
• Sent Date: Select the check box to use the drop-down list to set the filter logic and type a value in the field, or use the Expression Builder to build the action settings using variables or other token values.
• From: Select the check box to use the drop-down list to set the filter logic and type a value in the field, or use the Expression Builder to build the action settings using variables or other token values.
• To: Select the check box to use the drop-down list to set the filter logic and type a value in the field, or use the Expression Builder to build the action settings using variables or other token values.
• Cc: Select the check box to use the drop-down list to set the filter logic and type a value in the field, or use the Expression Builder to build the action settings using variables or other token values.
• Subject: Select the check box to use the drop-down list to set the filter logic and type a value in the field, or use the Expression Builder to build the action settings using variables or other token values.
• Message: Select the check box to use the drop-down list to set the filter logic and type a value in the field, or use the Expression Builder to build the action settings using variables or other token values.
• Attachment: Select the check box to use the drop-down list to set the filter logic and type a value in the field, or use the Expression Builder to build the action settings using variables or other token values.
• Priority: Select the check box to use the drop-down list to set the filter logic between Normal, High, or Low priority emails.

• Get: Select the list information type from the Get drop-down list.
  • Column count: Returns the column count for the selected list.
  • Column name: Returns the column name for the selected list.
  • Row count: Returns the row count for the selected list.
  • List type: Returns the list type for the selected list.

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• Loop: Select the Loop action behavior from the drop-down list:
  • Exact times: Sets the exact number of times to repeat an action in a Botflow.
  • Forever: Repeats an action in a Botflow until instructed to end with an Exit Loop action.
  • List: Provides a listing of available lists in the Botflow. Create lists using either the Project Pane List or the Create List action.
    • Start: Select Beginning or Exact Row. Then either enter the row number or use the Expression Builder to build the action settings using variables or other token values.
    • Stop: Select End or Exact Row. Then either enter the row number or use the Expression Builder to build the action settings using variables or other token values.

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• Move: Select how to move the list row from the drop-down list.
  • Up: Enter a number to move the selected row up in the list.
  • Down: Enter a number to move the selected row down in the list in the Down field.
  • First row: Moves the selected row to the first row position in the list.
  • Last row: Moves the selected row to the last row position in the list.
  • Exact position: Enter a number to move the selected row to an exact position in the list in the Exact Position field.

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• File: Type a file name in the File field, select a file using the folder, or use the Expression Builder to build the action settings using variables or other token values.
• List: Enter a name in the field or use the Expression Builder to build the action settings using variables or other token values.

• Overwrite: Select the check box to overwrite a list with the same name.

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General

• Reply: Type a message in the Reply field or use the Expression Builder to build the action settings using variables or other token values.
• Include original message: Select the check box to include the original message with the email reply.
• Save a copy: Select the check box to save a copy of the email reply.

Options

• To: Select the check box to type an email address into the To field or use the Expression Builder to build the action settings using variables or other token values.
• Cc: Select the check box to type an email address into the Cc field or use the Expression Builder to build the action settings using variables or other token values.
• Bcc: Select the check box to type an email address into the Bcc field or use the Expression Builder to build the action settings using variables or other token values.
• Subject: Select the check box to type a subject line to include with the forwarded email or use the Expression Builder to build the action settings using variables or other token values.
• Priority: Select the check box to set the forwarded email priority:
  • Low
  • Normal
  • High
• Subject: Select the check box to type a subject line to include with the forwarded email or use the Expression Builder to build the action settings using variables or other token values.
• Include original attachments: Select the check box to include the original attachments with the forwarded email.

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• Type: Select the required REST command method needed to invoke the web service from the drop-down list:
  • GET (read)
  • POST (create)
  • PUT (update)
  • DELETE (delete)
  • HEAD (read with no message body)
  • OPTIONS (describes the communication options for the target resource)
• Url: Type the URL, with https:// format, and enter the remainder of the web address, or use the Expression Builder to build the action settings using variables or other token values.

Authentication

• Authentication: If required, select the Authentication check box and then select the required authentication type from the drop-down list:
  • Basic auth
  • Bearer token
  • NTLM

Response

• Save content: Select the required location to save the content of the REST action.
  • File: Enter the file name with file path in the field or use the Expression Builder to build the action settings using variables or other token values.
  • Variable: Enter the Variable name in the field or use the Expression Builder to build the action settings using variables or other token values.
• Save status code: If required, select the Save status code check box and then enter the code in the Save status code field or use the Expression Builder to build the action settings using variables or other token values.

General

• Destination: Type the attachment destination, click the folder icon and browse to the attachment destination, or use the Expression Builder to build the action settings using variables or other token values.
• Overwrite: Check to overwrite an existing attachment with the same file name in the same destination.

Options

• Filter: Select the check box to activate the Filter field and then type the filter criteria into the field.

• Delete: Select the check box to delete attachments after they have been processed.

General

• Save as: Select the list file save as option from the drop-down:
  • Access File (*.accdb): Saves the list file to a Microsoft Access database file. Type a file name in the Save as field or use the Expression Builder to build the action settings using variable or other token values.
  • Delimited File (*csv): Saves the list file to a delimited file. Type a file name in the Save as field or use the Expression Builder to build the action settings using variable or other token values.
  • Excel File (*.xlsx, *.xls): Saves the list file to a Microsoft Excel file. Type a file name in the Save as field or use the Expression Builder to build the action settings using variable or other token values.
  • Text File (*.txt): Saves the list file to a text file. Type a file name in the Save as field or use the Expression Builder to build the action settings using variable or other token values.
  • Variable: Saves the list file to a variable. Type a variable name in the Save as field or use the Expression Builder to build the action settings using variable or other token values.
• Overwrite: Select the check box to overwrite a file or variable with the same name.

Options: Select the delimiter option for Delimited, Text, or Variable files. Select the sheet name for a Microsoft Excel file. There is no option for a Microsoft Access file.

• • Delimiter: Select the required delimiter for the file.
    • Comma: Inserts a comma delimiter.
    • Pipe: Inserts a pipe delimiter.
    • Semicolon: Inserts a semicolon delimiter.
    • Space: Inserts a space as a delimiter.
    • Tab: Inserts a tab as a delimiter.
    • Other: Type a delimiter character in the Other field or use the Expression Builder to build the action settings using variable or other token values.
  • Sheet Name: Type a sheet name in the Sheet Name field or use the Expression Builder to build the action settings using variable or other token values.

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Note: Multiple field entries must be separated by a semi-colon, comma, or pipe character.

• To: Type an email address or email addresses into the field or use the Expression Builder to build the action settings using variables or other token values.
• CC: Type a copy email address or email addresses into the field.
• Bcc: Type a blind copy email address or email addresses into the field.
• Reply to: Type a reply to email address or addresses into the field.
  Used when the reply should go to someone other than the sender.

• Subject: Type a subject into the Subject field.

• Attachment: Type the attachment location in the Attachment field.

• Message: Type a message into the Message field.
• Priority: Select to send the email priority from the drop-down list:
• Normal: No special attention.
• High: Requires urgent attention.
• Low: Informational only.

• Format: Select the email format from the drop-down list:
• Plain text: Works for all email programs but does not display fonts, colors, or pictures.
• HTML: Email message displays fonts, colors, and pictures.

General

• Bypass the keyboard: This setting displays when the target displays in a browser window. This setting can increase the speed of your Botflow when supported by the target application.

Note: Nintex RPA sends data to a field using the keyboard. Bypass the keyboard sends the information without the physical keyboard. Some applications only respond to changes submitted by an actual keyboard. These applications will not support Bypass the keyboard. To determine if your target application supports this feature, perform the action and confirm that changes have been made.

• Click before sending: Clicks the target before sending the data to the target. Use when the target application requires focus to the target before sending data, such as when the target application requires first putting the cursor into a text box before typing into that text box.
• Tab after sending: Sends a Tab command after the value is sent. Some target applications require a tab command to move the cursor out of a field before the data is saved.

Format

• Change case: Changes the sent value to None, Upper, Lower, or Proper case.
• Remove spaces: Removes None, Leading & Trailing, Leading, Trailing, or All spaces from sent values.

Keystrokes

• Mode: Sets the mode of the sent value.
  • Overwrite: Clears any existing text in the target before sending the value.
  • Append: Moves the cursor to the end and adds the value to the end of the existing value.
  • Insert in front: Moves the cursor to the beginning and adds the value to the beginning of the existing value.
  • None: Does not clear the existing value. The value is sent to the location of the target's cursor.
• Speed: Sets the speed of the sent values.
  • Auto: Recommended
  • Very fast
  • Fast
  • Medium
  • Slow
  • Very slow
  • Slowest: A noticeable pause precedes keystrokes which are sent at an extremely slow rate.

  Note: When the keyboard speed is set to Auto, Nintex RPA attempts to adapt the keystroke speed to the target application. Navigational keys (such as Tab, Enter, and Right Arrow) are sent using Nintex RPA smart speed technology, causing botflows to be more reliable.
  A consistent delay is added between each keystroke when using Very Fast, Fast, Medium, Slow, Very Slow, or Slowest. Slowest causes a noticeable delay between keystrokes which are sent at an extremely slow rate and is needed in rare cases.

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General

• Variable: Type a variable in the field or click the ellipsis to select a stored Variable.

• Value: Type a value in the Value field.

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• Url: Specify the URL, with https:// format, and enter the remainder of the web address, or use the Expression Builder to build the action settings using variables or other token values.
• Request: Specify the request that will be sent to the web service or use the Expression Builder to build the action settings using variables or other token values.
• Encoding: Select the required encoding from the drop-down list:
• Default
• ASCII
• Unicode
• UTF7 (Unicode Transformation Format)
• UTF8
• UTF32
• Custom

Authentication

• Authentication: If required, select the Authentication check box and then select the required authentication type from the drop-down list:
  • Basic auth
  • Bearer token
  • NTLM

Response

• Save content: Select the required place to save the content of the SOAP action from the drop-down list.
  • File: Enter the file name with file path in the field or use the Expression Builder to build the action settings using variables or other token values.
  • Variable: Enter the Variable name in the field or use the Expression Builder to build the action settings using variables or other token values.
• Save status code: If required, select the Save status code check box and then enter the code in the Save status code field or use the Expression Builder to build the action settings using variables or other token values.

General

• Sort by: Select the sort by criteria from the drop-down list:
  • Attachment Count
  • Body Length
  • Priority
  • Sender
  • Sent Date
  • Subject
• Direction: Select the sort direction from the drop-down list:
  • Ascending(A-Z)
  • Descending (Z-A)

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General

• Column: Select a column option from the drop-down:
  • All columns: Subtracts the list row when a match is found in every column.
  • Exact column: Subtracts the list row when a match is found in the specified column.
• Overwrite: Overwrites a file of the same name.

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• Wait : Select the Wait action unit type from the drop-down list:
  • Milliseconds: Value must be between 100 and 10000.
  • Seconds: Value must be between 0.5 and 1000.
  • Minutes: Value must be between 0.5 and 60.
  • Enter the duration in the field or use the up/down arrows to adjust the number.

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General

• Zoom: Select the desired zoom magnification to apply to the Microsoft Edge browser window from the drop-down list:
  • In
  • Out
  • 400%
  • 200%
  • 150%
  • 125%
  • 100%
  • 75%
  • 50%
  • Custom: Selecting Custom displays the Percent field.
    • Percent: Enter a percent or use the up/down arrows to increase/decrease the numeric value.