Files Actions

The Files group and its three sub-groups — Excel, PDF and RDP.

note

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

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.
Capture output	Fails the step when the underlying shell command returns a non-zero exit code, instead of failing silently. Default on. (Advanced options)
Save result to variable	Variable for the command's result, the same dictionary as on Custom Command. Optional; shown only while Capture output is on. (Advanced options)

Move File

Parameter	Description
Source file	File or directory to move.
Destination directory	Target folder.
Capture output	Fails the step when the underlying shell command returns a non-zero exit code, instead of failing silently. Default on. (Advanced options)
Save result to variable	Variable for the command's result, the same dictionary as on Custom Command. Optional; shown only while Capture output is on. (Advanced options)

Remove File

Parameter	Description
Path to file	File or directory to delete.
Recursive	Deletes the contents of a directory as well. Default off.
Capture output	Fails the step when the underlying shell command returns a non-zero exit code, instead of failing silently. Default on. (Advanced options)
Save result to variable	Variable for the command's result, the same dictionary as on Custom Command. Optional; shown only while Capture output is on. (Advanced options)

warning

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.
Capture output	Fails the step when the underlying shell command returns a non-zero exit code, instead of failing silently. Default on. (Advanced options)
Save result to variable	Variable for the command's result, the same dictionary as on Custom Command. Optional; shown only while Capture output is on. (Advanced options)

Open Folder

Parameter	Description
Path to directory	Folder to open in File Explorer.
Capture output	Fails the step when the underlying shell command returns a non-zero exit code, instead of failing silently. Default off — opening a folder is not an operation that is expected to finish. (Advanced options)
Save result to variable	Variable for the command's result, the same dictionary as on Custom Command. Optional; shown only while Capture output is on. (Advanced options)

Upgrading from 0.24.x

Capture output is new in 0.25.0. Without it a file operation that failed — a missing source file, a destination you cannot write to — let the run carry on, and the damage showed up in a later, unrelated step.

It is on for file actions you add from 0.25.0 onwards, so the run stops at the step that actually failed. Actions in scenarios saved by an earlier version keep the old silent behaviour until you tick the option yourself; upgrading never changes how an existing scenario runs.

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Files → Excel

Load CSV File

Loads a CSV so the scenario can iterate over it — typically feeding a Repeat for each item in loop.

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)

tip

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.

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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.

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.

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.

warning

PDF handling needs the Poppler library. It ships with the Windows installer; on Linux and macOS you install it yourself — see System Requirements.

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Files → RDP

Moving files between your machine and the remote session. RDP robot only.

Transfer File To Remote Machine

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

Parameter	Description
Remote File Path	File inside the remote session.
Local Destination Path	Where to save it on your machine.

tip

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.