Files Actions
The Files group and its three sub-groups — Excel, PDF and RDP.
The file-system actions moved here from Other → Start Process, and Aiviro PDF Reader was renamed to Process Invoice and moved to the AI group. The Excel and RDP sub-groups are new.
Files
Available on Desktop and RDP robots — they act on the file system of the controlled machine.
Copy File
/img/editor/actions/files/copy_file.pngCapture: the Copy File form with source and destination paths filled in.
Note: the old image is actions/other/startproc_copy_file.png.
| Parameter | Description |
|---|---|
| Source file | File or directory to copy. |
| Destination directory | Target folder. |
| Recursive | Copies sub-folders and their contents. Default off. |
| Force | Overwrites existing files without asking. Default off. |
Move File
| Parameter | Description |
|---|---|
| Source file | File or directory to move. |
| Destination directory | Target folder. |
Remove File
| Parameter | Description |
|---|---|
| Path to file | File or directory to delete. |
| Recursive | Deletes the contents of a directory as well. Default off. |
Remove File deletes without a recycle bin. Test the path on a scratch folder before pointing it at anything you care about, and prefer Move File into an archive folder when you might need the data back.
Create Directory
| Parameter | Description |
|---|---|
| Path to directory | Folder to create. Missing parent folders are created too. |
Open Folder
| Parameter | Description |
|---|---|
| Path to directory | Folder to open in File Explorer. |
Files → Excel
Load CSV File
Loads a CSV so the scenario can iterate over it — typically feeding a Repeat for each item in loop.
/img/editor/actions/files/load_csv.pngCapture: the Load CSV File form with Advanced options expanded so Delimiter, Encoding, Decimal and Line Terminator are visible. Why it must be retaken: all four of those parameters are new.
| Parameter | Description |
|---|---|
| File Path | Path to the CSV file. |
| Result type | list_of_dict (default) gives one dictionary per row, keyed by column name — the form to use with a loop. pandas_dataframe gives a DataFrame for processing in Python Code. |
| Save to variable | Variable that receives the loaded data. |
| Delimiter | Column separator. Left empty, it is detected automatically. (Advanced options) |
| Encoding | File encoding. Default utf-8. (Advanced options) |
| Decimal | Decimal separator used inside the file. Default .. (Advanced options) |
| Line Terminator | Row separator. Detected automatically when empty. (Advanced options) |
Set Decimal to , for CSVs exported from Czech or German locales, otherwise
numbers such as 1,50 are read as text and arithmetic on them fails later in the run.
Files → PDF
Extract PDF custom
Pulls specific values out of a PDF using positional rules — for example "to the left of
the text Order Number, match OBJ\d+". The rules are the same search objects you use
on screen.
/img/editor/actions/files/extract_pdf.pngCapture: the Extract PDF custom form with two or three Search Elements rows defined, so the Key → Element pairing is clear.
| Parameter | Description |
|---|---|
| PDF File Path | PDF to parse. |
| Search Elements | List of Key → Element pairs. Each key becomes a field in the result. |
| Save to variable | Variable that receives the extracted data. |
Add Image
Inserts an image into a PDF — a signature, a stamp, a logo.
/img/editor/actions/files/add_img_to_pdf.pngCapture: the Add Image form with all coordinate fields filled in. Note: the action was renamed from Add image to PDF to Add Image.
| Parameter | Description |
|---|---|
| PDF File Path (input) | Source PDF. |
| PDF File Path (output) | Where the modified PDF is written. |
| Image File Path | Image to insert. |
| X / Y | Position in points, measured from the bottom-left corner. Default 0. |
| Width / Height | Target size. Leave empty to keep the original size. |
| Preserve Ratio | Keeps the image's aspect ratio. Default on. |
PDF handling needs the Poppler library. It ships with the Windows installer; on Linux and macOS you install it yourself — see System Requirements.
Files → RDP
Moving files between your machine and the remote session. RDP robot only.
Transfer File To Remote Machine
/img/editor/actions/files/transfer_to_remote.pngCapture: the Transfer File To Remote Machine form with the Transfer Type dropdown open showing all three options. Why it is new: this action did not exist in 0.14.2.
| Parameter | Description |
|---|---|
| Local File Path | File on your machine. |
| Remote Destination Path | Where to put it in the remote session. |
| Transfer Type | Shared Folder copies through the RDP shared folder. Clipboard sends the file over the RDP clipboard channel. Clipboard-Only forces the clipboard route even when a shared folder is configured. |
Get File From Remote Machine
/img/editor/actions/files/get_from_remote.pngCapture: the Get File From Remote Machine form. Why it is new: this action did not exist in 0.14.2.
| Parameter | Description |
|---|---|
| Remote File Path | File inside the remote session. |
| Local Destination Path | Where to save it on your machine. |
Both folders are visible in the Files panel as Shared folder (RDP) and Temp (this session), so you can check what actually arrived without leaving the Editor.