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Tutorial/Documentation for an automated browser-based task


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Posted

Hello everyone,

I need help and my question is very basic. First I'd like to describe my use case.

There is a SaaS based system (website, no access to the database) and I have to export data (a .csv table) from it once per week and save it to a specific location. The export has to be done every Sunday (while I'm not working and my pc is turned off).

The steps are as follows:

1.Open browser

2.Open the specific web-page

3.Login (username/password)

4.Navigate to a drop-down menu and select the third option (then wait for the page to load)

5.On the loaded page click on a symbol (not text), which then exports the data (data.csv)

6.Save the data in a specific folder.

7.Done

I said that this has to be done on Sundays without my PC being turned on. Maybe this won't be an issue since I could run the script on a server, which is running 24/7 and has Microsoft Edge and Firefox.

I am not asking for anyone to code anything for me here. I'd just like to ask you for suggestions on tutorials for my use-case. When I google the topic, a lot of different results come up and it's just too overwhelming to watch all of them. 

Could you please recommend me a tutorial or a step-by-step guide, which fits my use-case?

Then I will be able to start building the script and come back later with specific questions.

Thank you very much.

  • Solution
Posted

I would look at FAQ 31 and probably use UIAutomation solution.

You have to install less (or no) dependencies compared to the webdriver solution.

And as your scenario looks straightforward some input per step

1.Open browser & 2.Open the specific web-page

ShellExecute("chrome.exe", "http://<yoururl>--new-window --start-fullscreen")

3.Login (username/password)https://www.autoitscript.com/autoit3/docs/functions/Send.htm
You probably do not want your password in plain sight so you have to think about a solution for that

send("<username>")

send("{TAB}")

send("<password>")

send("{TAB}")


send("{ENTER}")

4.Navigate to a drop-down menu and select the third option (then wait for the page to load)

send("{TAB}")

send("{DOWN}")

send("{DOWN}")

send("{DOWN}")

send("{ENTER})

5.On the loaded page click on a symbol (not text), which then exports the data (data.csv)

With sending keys probably not easy

This is probably where it gets easier to use UIA functions but will have a steep learning curve (also with WebDriver)
In the examples section(s) on UIA you can find examples on how to handle browsers and html page

6.Save the data in a specific folder.

7.Done

Probably you stay stuck at step 5 but I hope you succees with UIA or WebDriver

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