September 15, 2023

Creating Custom Automations with UiPath Data Service

Custom Automations with UiPath Data Service

Custom Automations with UiPath Data Service

Custom Automations with UiPath Data Service: As a cloud-based low-code application development platform, UiPath automation enables businesses to easily build custom applications using its automated system, which enhances user-robot interaction and improves UX (User Experience).

Progressing from outdated Microsoft Excel files and creating relational data tables has quickly become a no-brainer for many businesses. Using a persistent data storage service, such as UiPath, offers strategic features like powerful no-code data modeling and storage capabilities. By integrating a custom UiPath, your business gains additional storage for its intelligent automation projects and other personalized features, which we will explore more below.

One of the challenges of building a more robust RPA project is data access and storage. Some solutions available include local spreadsheets, cloud-based file-sharing services, and dedicated bots. While they have been helpful, these options do not provide the right combination of access and security. UiPath has introduced its Data Service resource to implement persistent, secure data storage for RPA applications.

As businesses incorporate RPA technology, they typically begin will simple processes (with only a few steps). However, there are many more benefits to working with AI bots that have more in-depth procedures.

There are several benefits businesses can reap from streamlining complex data processes. A well-designed Robotic Process Automation (RPA) project will save human employees from repetitive data entry, prevent errors, and move data cleanly from one platform to another. Below, we will explore how creating a custom automation (with UiPath Data Services) can benefit business growth in the long run.

Build Powerful No-Code Data Modeling & Storage for Your Automations

UiPath Data Service Benefits

UiPath Data Service allows developers to create unique data entities and relationships with a simple drag-and-drop interface. The Data Service approach to storage comes with several benefits.

Remove Data Silos

Data is only helpful if the right people can access it. Information stored in legacy platforms may not be accessible by a new system. The Data Service storage solution provides role-based access across platforms.

Incorporate Multiple Data Types

UiPath Data Service enables the storage of several data types: alphanumeric information, documents, and other files. A user can also link data sets to create unique entities through the data setup portal. Several related data types in an entity will travel together through a complex RPA process.

Centralized Data Storage

A centralized solution makes data easier to manage. When data flows through UiPath Data Service, it is always accessible to all users given access. This availability becomes especially important for remote employees or enterprise businesses with several branches.

Not only can a business keep all data in a centralized place, but it also allows for seamless access to entities, records, and any documents needed. This service will smoothly integrate with your software with its ability to merge and organize data. Such a customized inclusion will modify and extend your entities and records beyond what an off-the-shelf service offers. You can choose how to define metadata relationships, rules, and the storing of data.

No-Code Modeling and Storage for RPA Data

RPA processes may pull data from several sources as they become more complex. In some procedures, data must sit in place while bots wait for human input or another event. UiPath Data Service is a means to format and store this information safely while also simplifying its procedures.

UiPath Data Service and Increased Process Efficiency

Business software is intended to make processes easier. Employees have more time to spend on direct customer interaction when data entry happens automatically. Combining custom UiPath automation with UiPath Data Service will create connections that smooth out complicated procedures.

Flexible Data Modeling

An experienced development team will get to know the needs of the business and recognize ways to connect its various platforms. UiPath Data Service empowers this process by providing a flexible way to collect and organize information. With a well-designed custom data entity, the team can develop an RPA process that eliminates repetitive work for human employees.

Seamless Integration

A single business may use several platforms that have accumulated a wealth of data over time. UiPath integrations allow previously siloed platforms to communicate with one another. Combining information from any enterprise, database, and custom apps offers the freedom to use both attended and unattended automations for processes across multiple siloed systems and applications.

A custom-designed data entity will move client information to and from financial, CRM, and marketing platforms. This ability simplifies multi-step processes like new account creation.


Repeated processes must adapt as a business grows. With UiPath Data Service, a development team can build custom automation that scales to meet changing demands. This feature prevents disruptions caused by increased user volume. Accommodating to the changes in your processes and infrastructure, this service also adapts smoothly to your growing data and user volumes with its cloud-based service.


Assign permissions and roles to users or groups in your business’s account to ensure that no one outside of these permissions can access your data.Default security is assured by configuring appropriate permissions for the default groups in your account. Such security can be customized in terms of restricted access.

Creating Productive Data Solutions

UiPath Data Service provides everything necessary to format and store data in ways that empower complex RPA processes. This storage solution offers flexibility while maintaining appropriate security.


Entities are a centralized data modeling and storage service that allows you to use UiPath Data Services records. Available to import from Studio v2020. 8 and up, this solution offers up-to-date capabilities which can be used in the automation processes that collect, update, and pass on data to other processes. In other words, its built-in fields can be defined and customized to your data and how you want it to be managed. Entities are a great way of ensuring data security and on-demand scalability for the automation solutions you create.

Simple Project Creation

Knowledgeable developers will learn about a business’s data needs as it builds RPA solutions. Using UiPath Data Service, they can quickly develop data models to gather and send information in a logical form.

Persistent Data Storage

UiPath integrations make it possible to pull data from multiple platforms and store it in the same place. This ability improves accuracy because every software platform will work with the same data set version.

Productive RPA Technology

Multi-step RPA procedures may involve both attended and unattended processes. UiPath Data Service can import information as needed for any RPA project.

Data Sharing

Data becomes easy to share when it is in a centralized location. Developers can provide role-based access to the data entity for the necessary employees. Centralized data storage also prevents errors due to multiple versions of a data file stored in separate locations.

UiPath Data Service Efficiency across Multiple Industries

Data drives much of the modern business world. Well-organized information streamlines transactions and allows a business to be more productive. For customers, centralized data storage combined with smart RPA processes means better service. Businesses across many industries will find applications for the advanced features of UiPath Data Service.

Remote Learning Management Systems

A remoting learning system requires several different types of data models. Every student and educator need a dataset. The development team then constructs a class model that incorporates information from individuals. Then, programmers will build applications that pull information from these data entities, such as grading, messaging, and scheduling tools.

CRM Bot-Empowered Solution

CRM applications involve many pieces of data such as contact information, order histories, and records of employee interactions. In Data Service, a developer can create a custom model as a placeholder when developing RPA processes. These procedures will be ready to handle actual customer data and update accordingly.

E-Commerce Operations and Orchestrated Processes

E-Commerce involves both attended and unattended RPA processes. An online transaction may require input or approval from a human employee. Data Service acts as a storing depot while waiting for the completion of this step. Once the employee adds the necessary information, the data can flow into the next process step.

This ability may not seem necessary for a single transaction. However, a business carrying out a large volume of transactions can lose sight of details and where orders are along the process. Data Service provide real-time information about each transaction as an individual data entity.

HIPAA-Compliant Patient Data Transfer

In the medical field, data privacy is essential for compliance with HIPAA standards. A centralized data storage solution minimizes the risk of unauthorized data sharing. Data Service uses role-based permissions to limit access. The centralized model also reduces the number of copies of data within the system.

Parent/Child Data Relationships

Changing one data point may affect other sets. In UiPath Data Service, the developer can create relationships between data entities. If an address changes in a parent entity like a user account, it will automatically trigger changes in children like invoices and billing statements.

Data Service Potential: Use Cases

Custom Data Services, like UiPath, offer an abundance of potential. With UiPath, you can create solutions specific to your business needs.

For instance, you can choose to capture data about employee needs in the procurement system, instead of using a database or cloud storage. You can also create a 360-degree view of your customers before making a customized Customer Relationship Management (CRM) system.

There are also the hundreds of workflow variables that can be imported into Studio by your custom Entity – this is where a single variant can be worked on before distribution across your various systems of record.

And finally, UiPath data services can ease monthly financial reporting processes. Meaning, you can get data from multiple systems (invoices, bookings, billings, and payments) as both attended and unattended workflows retrieve this data each time they run. You can customize one unattended workflow to gather all the required data in the data service (which can work from unattended and attended workflows). Such a feature eliminates the need to store the aggregated critical business data in files on user or robot machines.

Utilizing a custom developer, UiPath Data Service will truly propel a business into the future of technological advancements with its customizable organization, security, and oversight. Custom Automations with UiPath Data Service

Custom UiPath Automation Solutions for a Streamlined Future

Before reading this, you must have been thinking about why you would need additional storage capability for storing RPA project data. After all, you had been getting by just fine with exporting data to Relational databases, No SQL Database, or even cloud storage. But as we have explored, your businesses can do so much better than just fine.

By utilizing a custom developer, your business can benefit from tailored RPA solutions, including enhanced workflows, core software systems, ERP, and CMS. Making the transition to an upgrade easy, a reputable developer can customize this service to ensure compatibility and data protection with your business model.

Understanding the complexities of your vertical, they will make sure that your business is operating on the required Windows Software, .NET Framework, and hardware for smooth configuration and implementation. By providing the most effective UiPath solution, including desktop and GUI automation, these developers will be enhancing your business into the present-day market.

UiPath RPA development solutions can be tailored and scaled to your business’s specific needs; developers will customize using Microsoft Visual Studio, NuGet Package Explorer, and DLL to ensure that requested features are done with the utmost quality.

There is more to come from UiPath solutions, as features like file and choice sets data types, permission controls, and integrations with other UiPath products are in the works. This solution can help to scale businesses as the functionalities expand and become more in-depth over time.

Kelli Muniz, National Account Manager at Chetu, Inc. – A global, custom software development company, where she oversees the Aviation accounts, as well as a myriad of partner tools.