Avant: Lease Excel

Summary:

The automation is tied to a trigger in Avant. The end-user clicks the Avant button and the automation will produce several excel rows based upon the number of Lease ID's that are requested from the Avant button. The automation utilizes leases query to acquire information of each property and place them within an Excel file for the end-user.

Process Owners: Carl Caputo

Bot Owner(s): Dan Hogfelt

Developers: Karina Hernandez, Jacob Pack

Relevant Systems:

• Avant
• Excel

Business Continuity Plan: If Process fails, email to be sent to distribution list informing them that the process failed. A ticket should be created in Zoho Desk for the bot issue to be investigated, fixed, tested, and redeployed according to change management practices.

Steps to navigate to the trigger:

1. Navigate to and log in to Avant.
2. Click Data --> Lease Comps
3. Select necessary filters and number of properties you want to generate an excel report for. 
4. Navigate to the download button on the top right of the table
5. Click "Excel Report"
6. Wait for Excel Report to be emailed to you.
7. 

Expected Volume: This bot is executed by the end-user whenever required.

Credential Management: 

SLA: The process takes approximately 2 minutes to complete.  

Scheduling: No schedule, the process is ran on-demand by the end-user 

Triggers: The process is triggered by the end-user clicking the Excel Report button on Avant.

Queues: The Generate Lease Excel queue is is populated each time a user in Avant triggers the button to export an Excel Report.

Assets: (Shared Folder)

• SMTP From Email
• SMTP Port
• SMTP Host
• SMTP Password

Queries: https://martian-meadow-834185.postman.co/workspace/RPA-Team~8e4c7619-29ba-42d4-a211-6e48366da721/request/17986748-f2536ee8-1fb4-4895-82e8-e2d71b0d29dd

• buildingSize.graphql
• leaseDetails.graphql
• leaseExpirations.graphql
• properties.graphql
• propertyInfo.graphql
• recentSales.graphql
• salesDetails.graphql
• user_details.graphql
• assetPerformance.graphql
• availableSpace.graphql

Reporting:

Distribution List: - List of people that the emails should be sent to from UiPath.

• Whatever user requested the Comp set from Avant.

KPI's:

Runbook:

The runbook should provide information to support the bot in the case that any issue occurs.

If Bot Fails: An email will be sent saying the bot failed and what period failed to run. There are also messages being logged to the Orchestrator Tenant at the start and end of each major sequence to make it easy to see where the bot is failing.

DevOps Epic:  https://dev.azure.com/AY-InnovationCenter/UiPath%20Automations/_workitems/edit/8203  Automation Hub Link: