@uipath/skills 1.195.0

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (1431) hide show
  1. package/.claude-plugin/marketplace.json +33 -0
  2. package/.claude-plugin/plugin.json +34 -0
  3. package/CODEOWNERS +141 -0
  4. package/LICENSE +21 -0
  5. package/README.md +164 -0
  6. package/agents/uipath-project-discovery-agent.md +333 -0
  7. package/assets/cli-versions.json +15 -0
  8. package/assets/uip-catalog-snapshot.json +1275 -0
  9. package/commands/install-permissions.md +97 -0
  10. package/hooks/ensure-uip.sh +220 -0
  11. package/hooks/hooks.json +23 -0
  12. package/hooks/suggest-permissions.sh +36 -0
  13. package/hooks/validate-skill-descriptions.sh +58 -0
  14. package/package.json +44 -0
  15. package/skills/uipath-admin/SKILL.md +217 -0
  16. package/skills/uipath-admin/references/audit-commands.md +216 -0
  17. package/skills/uipath-admin/references/audit-workflow-guide.md +297 -0
  18. package/skills/uipath-admin/references/authorization/authorization-commands.md +443 -0
  19. package/skills/uipath-admin/references/authorization/check-access.md +139 -0
  20. package/skills/uipath-admin/references/authorization/grant-permissions.md +132 -0
  21. package/skills/uipath-admin/references/authorization/permission-catalog.md +62 -0
  22. package/skills/uipath-admin/references/authorization/role-assignment-management.md +178 -0
  23. package/skills/uipath-admin/references/authorization/role-management.md +308 -0
  24. package/skills/uipath-admin/references/external-app-management.md +142 -0
  25. package/skills/uipath-admin/references/group-management.md +67 -0
  26. package/skills/uipath-admin/references/identity-commands.md +662 -0
  27. package/skills/uipath-admin/references/ip-restriction/bypass-rule-management.md +80 -0
  28. package/skills/uipath-admin/references/ip-restriction/enforcement-management.md +86 -0
  29. package/skills/uipath-admin/references/ip-restriction/ip-range-management.md +125 -0
  30. package/skills/uipath-admin/references/ip-restriction/ip-restriction-commands.md +318 -0
  31. package/skills/uipath-admin/references/organization-management.md +146 -0
  32. package/skills/uipath-admin/references/organizations-commands.md +175 -0
  33. package/skills/uipath-admin/references/pat-management.md +73 -0
  34. package/skills/uipath-admin/references/robot-account-management.md +36 -0
  35. package/skills/uipath-admin/references/smtp-management.md +73 -0
  36. package/skills/uipath-admin/references/tenant-management.md +308 -0
  37. package/skills/uipath-admin/references/tenants-commands.md +354 -0
  38. package/skills/uipath-admin/references/user-management.md +105 -0
  39. package/skills/uipath-agents/SKILL.md +79 -0
  40. package/skills/uipath-agents/assets/solutions/metadata.json +199 -0
  41. package/skills/uipath-agents/references/authentication.md +83 -0
  42. package/skills/uipath-agents/references/coded/capabilities/batch-transform/api-reference.md +38 -0
  43. package/skills/uipath-agents/references/coded/capabilities/batch-transform/impl-python.md +115 -0
  44. package/skills/uipath-agents/references/coded/capabilities/batch-transform/planning.md +90 -0
  45. package/skills/uipath-agents/references/coded/capabilities/context-grounding.md +253 -0
  46. package/skills/uipath-agents/references/coded/capabilities/conversational-agents.md +86 -0
  47. package/skills/uipath-agents/references/coded/capabilities/deeprag/api-reference.md +38 -0
  48. package/skills/uipath-agents/references/coded/capabilities/deeprag/impl-python.md +117 -0
  49. package/skills/uipath-agents/references/coded/capabilities/deeprag/planning.md +58 -0
  50. package/skills/uipath-agents/references/coded/capabilities/file-attachments.md +99 -0
  51. package/skills/uipath-agents/references/coded/capabilities/guardrails/guardrails-recommend.md +284 -0
  52. package/skills/uipath-agents/references/coded/capabilities/guardrails/guardrails.md +250 -0
  53. package/skills/uipath-agents/references/coded/capabilities/human-in-the-loop.md +208 -0
  54. package/skills/uipath-agents/references/coded/capabilities/integration-service.md +318 -0
  55. package/skills/uipath-agents/references/coded/capabilities/process-invocation.md +131 -0
  56. package/skills/uipath-agents/references/coded/capabilities/sdk-services.md +244 -0
  57. package/skills/uipath-agents/references/coded/capabilities/tracing.md +247 -0
  58. package/skills/uipath-agents/references/coded/embedding-in-flows.md +97 -0
  59. package/skills/uipath-agents/references/coded/flow-integration.md +88 -0
  60. package/skills/uipath-agents/references/coded/frameworks/agent-patterns.md +411 -0
  61. package/skills/uipath-agents/references/coded/frameworks/coded-functions.md +240 -0
  62. package/skills/uipath-agents/references/coded/frameworks/langgraph-integration.md +411 -0
  63. package/skills/uipath-agents/references/coded/frameworks/llamaindex-integration.md +404 -0
  64. package/skills/uipath-agents/references/coded/frameworks/openai-agents-integration.md +365 -0
  65. package/skills/uipath-agents/references/coded/lifecycle/bindings-reference.md +1114 -0
  66. package/skills/uipath-agents/references/coded/lifecycle/build.md +54 -0
  67. package/skills/uipath-agents/references/coded/lifecycle/deployment.md +143 -0
  68. package/skills/uipath-agents/references/coded/lifecycle/evaluate.md +101 -0
  69. package/skills/uipath-agents/references/coded/lifecycle/evaluations/best-practices.md +222 -0
  70. package/skills/uipath-agents/references/coded/lifecycle/evaluations/creating-evaluations.md +187 -0
  71. package/skills/uipath-agents/references/coded/lifecycle/evaluations/evaluation-sets.md +203 -0
  72. package/skills/uipath-agents/references/coded/lifecycle/evaluations/evaluators.md +321 -0
  73. package/skills/uipath-agents/references/coded/lifecycle/evaluations/running-evaluations.md +145 -0
  74. package/skills/uipath-agents/references/coded/lifecycle/file-sync.md +109 -0
  75. package/skills/uipath-agents/references/coded/lifecycle/local-workspace.md +67 -0
  76. package/skills/uipath-agents/references/coded/lifecycle/running-agents.md +92 -0
  77. package/skills/uipath-agents/references/coded/lifecycle/setup.md +126 -0
  78. package/skills/uipath-agents/references/coded/quickstart.md +333 -0
  79. package/skills/uipath-agents/references/coded-vs-lowcode-guide.md +115 -0
  80. package/skills/uipath-agents/references/context-grounding-patterns.md +52 -0
  81. package/skills/uipath-agents/references/lowcode/agent-definition.md +388 -0
  82. package/skills/uipath-agents/references/lowcode/agent-prompting-guide.md +149 -0
  83. package/skills/uipath-agents/references/lowcode/capabilities/built-in-tools/analyze-attachments.md +115 -0
  84. package/skills/uipath-agents/references/lowcode/capabilities/built-in-tools/batch-transform/api-reference.md +38 -0
  85. package/skills/uipath-agents/references/lowcode/capabilities/built-in-tools/batch-transform/impl-json.md +97 -0
  86. package/skills/uipath-agents/references/lowcode/capabilities/built-in-tools/batch-transform/planning.md +62 -0
  87. package/skills/uipath-agents/references/lowcode/capabilities/built-in-tools/built-in-tools.md +75 -0
  88. package/skills/uipath-agents/references/lowcode/capabilities/built-in-tools/deeprag/api-reference.md +38 -0
  89. package/skills/uipath-agents/references/lowcode/capabilities/built-in-tools/deeprag/impl-json.md +84 -0
  90. package/skills/uipath-agents/references/lowcode/capabilities/built-in-tools/deeprag/planning.md +49 -0
  91. package/skills/uipath-agents/references/lowcode/capabilities/context/attachments.md +54 -0
  92. package/skills/uipath-agents/references/lowcode/capabilities/context/context.md +40 -0
  93. package/skills/uipath-agents/references/lowcode/capabilities/context/datafabric.md +52 -0
  94. package/skills/uipath-agents/references/lowcode/capabilities/context/index.md +264 -0
  95. package/skills/uipath-agents/references/lowcode/capabilities/escalation/escalation.md +268 -0
  96. package/skills/uipath-agents/references/lowcode/capabilities/guardrails/guardrails-recommend.md +227 -0
  97. package/skills/uipath-agents/references/lowcode/capabilities/guardrails/guardrails.md +1107 -0
  98. package/skills/uipath-agents/references/lowcode/capabilities/inline-in-flow/inline-in-flow.md +371 -0
  99. package/skills/uipath-agents/references/lowcode/capabilities/integration-service/integration-service.md +350 -0
  100. package/skills/uipath-agents/references/lowcode/capabilities/memory/memory.md +186 -0
  101. package/skills/uipath-agents/references/lowcode/capabilities/process/process.md +257 -0
  102. package/skills/uipath-agents/references/lowcode/capabilities/process/solution-files.md +548 -0
  103. package/skills/uipath-agents/references/lowcode/critical-rules.md +76 -0
  104. package/skills/uipath-agents/references/lowcode/evaluations/evaluate.md +91 -0
  105. package/skills/uipath-agents/references/lowcode/evaluations/evaluation-sets.md +153 -0
  106. package/skills/uipath-agents/references/lowcode/evaluations/evaluators.md +280 -0
  107. package/skills/uipath-agents/references/lowcode/evaluations/orchestrator-eval-run.md +210 -0
  108. package/skills/uipath-agents/references/lowcode/evaluations/running-evaluations.md +207 -0
  109. package/skills/uipath-agents/references/lowcode/lowcode.md +101 -0
  110. package/skills/uipath-agents/references/lowcode/model-selection-guide.md +69 -0
  111. package/skills/uipath-agents/references/lowcode/project-lifecycle.md +408 -0
  112. package/skills/uipath-agents/references/lowcode/solution-resources.md +290 -0
  113. package/skills/uipath-api-workflow/SKILL.md +313 -0
  114. package/skills/uipath-api-workflow/assets/templates/api-workflow-template.json +58 -0
  115. package/skills/uipath-api-workflow/assets/templates/conditional-workflow-example.json +276 -0
  116. package/skills/uipath-api-workflow/assets/templates/connector-call-example.json +125 -0
  117. package/skills/uipath-api-workflow/assets/templates/loop-aggregation-example.json +184 -0
  118. package/skills/uipath-api-workflow/assets/templates/nested-control-flow-example.json +292 -0
  119. package/skills/uipath-api-workflow/assets/templates/solution-connection-resource-template.json +28 -0
  120. package/skills/uipath-api-workflow/assets/templates/vendor-curated-call-example.json +105 -0
  121. package/skills/uipath-api-workflow/references/cli-reference.md +421 -0
  122. package/skills/uipath-api-workflow/references/connector-activity-discovery.md +750 -0
  123. package/skills/uipath-api-workflow/references/control-flow-patterns.md +265 -0
  124. package/skills/uipath-api-workflow/references/expressions-and-context.md +269 -0
  125. package/skills/uipath-api-workflow/references/http-retry-config.md +156 -0
  126. package/skills/uipath-api-workflow/references/task-types.md +482 -0
  127. package/skills/uipath-api-workflow/references/troubleshooting.md +628 -0
  128. package/skills/uipath-api-workflow/references/workflow-file-format.md +205 -0
  129. package/skills/uipath-coded-apps/SKILL.md +186 -0
  130. package/skills/uipath-coded-apps/assets/templates/action-app-template.md +303 -0
  131. package/skills/uipath-coded-apps/assets/templates/web-app-template.md +333 -0
  132. package/skills/uipath-coded-apps/references/commands-reference.md +284 -0
  133. package/skills/uipath-coded-apps/references/create-action-app.md +344 -0
  134. package/skills/uipath-coded-apps/references/create-web-app.md +212 -0
  135. package/skills/uipath-coded-apps/references/debug.md +513 -0
  136. package/skills/uipath-coded-apps/references/file-sync.md +165 -0
  137. package/skills/uipath-coded-apps/references/oauth-client-setup.md +671 -0
  138. package/skills/uipath-coded-apps/references/oauth-scopes.md +244 -0
  139. package/skills/uipath-coded-apps/references/pack-publish-deploy.md +342 -0
  140. package/skills/uipath-coded-apps/references/patterns.md +1023 -0
  141. package/skills/uipath-coded-apps/references/sdk/action-center.md +278 -0
  142. package/skills/uipath-coded-apps/references/sdk/conversational-agent.md +736 -0
  143. package/skills/uipath-coded-apps/references/sdk/data-fabric.md +244 -0
  144. package/skills/uipath-coded-apps/references/sdk/feedback.md +142 -0
  145. package/skills/uipath-coded-apps/references/sdk/imports.md +58 -0
  146. package/skills/uipath-coded-apps/references/sdk/maestro.md +391 -0
  147. package/skills/uipath-coded-apps/references/sdk/orchestrator.md +358 -0
  148. package/skills/uipath-coded-apps/references/sdk/pagination.md +84 -0
  149. package/skills/uipath-data-fabric/SKILL.md +241 -0
  150. package/skills/uipath-data-fabric/references/bulk-import.md +73 -0
  151. package/skills/uipath-data-fabric/references/choice-sets.md +138 -0
  152. package/skills/uipath-data-fabric/references/entity-schema.md +391 -0
  153. package/skills/uipath-data-fabric/references/file-attachments.md +65 -0
  154. package/skills/uipath-data-fabric/references/filter-platform-contract.md +55 -0
  155. package/skills/uipath-data-fabric/references/records-query.md +246 -0
  156. package/skills/uipath-feedback/SKILL.md +350 -0
  157. package/skills/uipath-governance/SKILL.md +91 -0
  158. package/skills/uipath-governance/references/access-policy/access-policy-commands.md +234 -0
  159. package/skills/uipath-governance/references/access-policy/access-policy-overview-guide.md +342 -0
  160. package/skills/uipath-governance/references/access-policy/planning-arch.md +314 -0
  161. package/skills/uipath-governance/references/access-policy/planning-impl.md +126 -0
  162. package/skills/uipath-governance/references/access-policy/plugins/actor/impl.md +203 -0
  163. package/skills/uipath-governance/references/access-policy/plugins/actor/planning.md +178 -0
  164. package/skills/uipath-governance/references/access-policy/plugins/executable/impl.md +167 -0
  165. package/skills/uipath-governance/references/access-policy/plugins/executable/planning.md +122 -0
  166. package/skills/uipath-governance/references/access-policy/plugins/selector/impl.md +169 -0
  167. package/skills/uipath-governance/references/access-policy/plugins/selector/planning.md +98 -0
  168. package/skills/uipath-governance/references/access-policy/plugins/tags/impl.md +153 -0
  169. package/skills/uipath-governance/references/access-policy/plugins/tags/planning.md +117 -0
  170. package/skills/uipath-governance/references/access-policy/policy-manage-guide.md +403 -0
  171. package/skills/uipath-governance/references/access-policy/resource-lookup-guide.md +289 -0
  172. package/skills/uipath-governance/references/access-policy/sample-policy-guide.md +119 -0
  173. package/skills/uipath-governance/references/aops-policy/aops-governance-recipes-guide.md +226 -0
  174. package/skills/uipath-governance/references/aops-policy/aops-policy-commands.md +463 -0
  175. package/skills/uipath-governance/references/aops-policy/aops-policy-deploy-guide.md +371 -0
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  178. package/skills/uipath-governance/references/aops-policy/aops-policy-overview-guide.md +280 -0
  179. package/skills/uipath-governance/references/aops-policy/configure-aops-policy-data-guide.md +375 -0
  180. package/skills/uipath-governance/references/disambiguation-guide.md +67 -0
  181. package/skills/uipath-human-in-the-loop/SKILL.md +322 -0
  182. package/skills/uipath-human-in-the-loop/references/hitl-node-apptask.md +412 -0
  183. package/skills/uipath-human-in-the-loop/references/hitl-node-coded-action-app.md +334 -0
  184. package/skills/uipath-human-in-the-loop/references/hitl-node-quickform.md +392 -0
  185. package/skills/uipath-human-in-the-loop/references/hitl-patterns.md +154 -0
  186. package/skills/uipath-ixp/SKILL.md +84 -0
  187. package/skills/uipath-ixp/references/cli-reference.md +113 -0
  188. package/skills/uipath-ixp/references/improve-prompts-guide.md +283 -0
  189. package/skills/uipath-ixp/references/label-documents-guide.md +175 -0
  190. package/skills/uipath-ixp/references/project-setup-guide.md +90 -0
  191. package/skills/uipath-maestro-bpmn/.maintenance/README.md +241 -0
  192. package/skills/uipath-maestro-bpmn/.maintenance/check-all.sh +41 -0
  193. package/skills/uipath-maestro-bpmn/.maintenance/check-anchors.sh +83 -0
  194. package/skills/uipath-maestro-bpmn/.maintenance/check-depth.sh +132 -0
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  1431. package/version-manifest.json +5 -0
@@ -0,0 +1,1023 @@
1
+ # UI Patterns Reference
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+
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+ ## Polling for Real-Time Updates
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+
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+ When a component needs to auto-refresh data (e.g., monitoring process instance status or variables), create `src/hooks/usePolling.ts`:
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+
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+ ```typescript
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+ import { useEffect, useRef, useCallback, useState } from 'react';
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+
10
+ interface UsePollingOptions<T> {
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+ fetchFn: () => Promise<T>;
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+ interval?: number; // ms, default 5000
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+ enabled?: boolean; // toggle on/off
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+ onSuccess?: (data: T) => void;
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+ onError?: (error: Error) => void;
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+ immediate?: boolean; // fetch on mount, default true
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+ deps?: unknown[]; // Reset and refetch immediately when any dep changes (e.g., [instanceId])
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+ }
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+
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+ interface UsePollingResult<T> {
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+ data: T | null;
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+ isLoading: boolean; // True only during initial fetch (before first data arrives)
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+ error: Error | null;
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+ refetch: () => Promise<void>;
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+ start: () => void;
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+ stop: () => void;
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+ isActive: boolean; // Whether the polling interval is running (use for "Live" indicator)
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+ lastUpdated: Date | null;
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+ }
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+
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+ export function usePolling<T>({
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+ fetchFn, interval = 5000, enabled = true,
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+ onSuccess, onError, immediate = true, deps = [],
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+ }: UsePollingOptions<T>): UsePollingResult<T> {
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+ const [data, setData] = useState<T | null>(null);
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+ const [isLoading, setIsLoading] = useState(true);
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+ const [error, setError] = useState<Error | null>(null);
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+ const [isActive, setIsActive] = useState(enabled);
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+ const [lastUpdated, setLastUpdated] = useState<Date | null>(null);
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+
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+ useEffect(() => { setIsActive(enabled); }, [enabled]);
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+
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+ const intervalRef = useRef<ReturnType<typeof setInterval> | null>(null);
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+ const fetchFnRef = useRef(fetchFn);
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+ const onSuccessRef = useRef(onSuccess);
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+ const onErrorRef = useRef(onError);
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+ const hasLoadedRef = useRef(false);
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+
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+ useEffect(() => { fetchFnRef.current = fetchFn; }, [fetchFn]);
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+ useEffect(() => { onSuccessRef.current = onSuccess; }, [onSuccess]);
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+ useEffect(() => { onErrorRef.current = onError; }, [onError]);
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+
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+ const prevJsonRef = useRef<string>('');
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+
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+ const executeFetch = useCallback(async () => {
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+ try {
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+ const result = await fetchFnRef.current();
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+ // Only update state if data actually changed — prevents unnecessary re-renders
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+ const json = JSON.stringify(result);
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+ if (json !== prevJsonRef.current) {
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+ prevJsonRef.current = json;
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+ setData(result);
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+ setLastUpdated(new Date());
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+ }
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+ // Clear any previous error only if it was set (avoid no-op setState)
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+ setError(prev => prev === null ? prev : null);
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+ onSuccessRef.current?.(result);
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+ } catch (err) {
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+ const error = err instanceof Error ? err : new Error(String(err));
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+ setError(error);
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+ onErrorRef.current?.(error);
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+ } finally {
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+ // Only transition from loading → loaded once (on first successful or failed fetch)
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+ if (!hasLoadedRef.current) {
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+ hasLoadedRef.current = true;
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+ setIsLoading(false);
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+ }
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+ }
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+ }, []);
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+
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+ const start = useCallback(() => setIsActive(true), []);
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+ const stop = useCallback(() => {
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+ setIsActive(false);
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+ if (intervalRef.current) { clearInterval(intervalRef.current); intervalRef.current = null; }
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+ }, []);
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+ const refetch = useCallback(async () => { await executeFetch(); }, [executeFetch]);
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+
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+ // Serialize deps for comparison — when deps change, reset everything and refetch
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+ const depsKey = JSON.stringify(deps);
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+ const prevDepsKeyRef = useRef(depsKey);
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+
92
+ useEffect(() => {
93
+ // Detect if deps changed (e.g., user selected a different instance)
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+ const depsChanged = depsKey !== prevDepsKeyRef.current;
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+ if (depsChanged) {
96
+ prevDepsKeyRef.current = depsKey;
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+ // Full reset: clear old data, show loading, refetch immediately
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+ hasLoadedRef.current = false;
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+ prevJsonRef.current = '';
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+ setData(null);
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+ setIsLoading(true);
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+ setError(null);
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+ }
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+
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+ if (!isActive || !enabled) {
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+ if (intervalRef.current) { clearInterval(intervalRef.current); intervalRef.current = null; }
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+ return;
108
+ }
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+ if (intervalRef.current) { clearInterval(intervalRef.current); }
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+ if (immediate || depsChanged) executeFetch();
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+ intervalRef.current = setInterval(executeFetch, interval);
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+ return () => { if (intervalRef.current) { clearInterval(intervalRef.current); intervalRef.current = null; } };
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+ // eslint-disable-next-line react-hooks/exhaustive-deps
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+ }, [isActive, enabled, interval, immediate, executeFetch, depsKey]);
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+
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+ return { data, isLoading, error, refetch, start, stop, isActive, lastUpdated };
117
+ }
118
+ ```
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+
120
+ ### Usage with SDK services
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+
122
+ ```typescript
123
+ import { useMemo, useCallback } from 'react';
124
+ import { useAuth } from '../hooks/useAuth';
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+ import { usePolling } from '../hooks/usePolling';
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+ import { ProcessInstances } from '@uipath/uipath-typescript/maestro-processes';
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+
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+ function InstanceMonitor({ instanceId, folderKey }: { instanceId: string; folderKey: string }) {
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+ const { sdk, isAuthenticated } = useAuth();
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+ const processInstances = useMemo(() => new ProcessInstances(sdk), [sdk]);
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+
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+ const fetchVariables = useCallback(async () => {
133
+ return processInstances.getVariables(instanceId, folderKey);
134
+ }, [processInstances, instanceId, folderKey]);
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+
136
+ const { data: variables, isLoading, isActive, error } = usePolling({
137
+ fetchFn: fetchVariables,
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+ interval: 5000,
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+ enabled: isAuthenticated && !!instanceId,
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+ immediate: true,
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+ deps: [instanceId], // Reset and refetch when instance changes
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+ });
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+
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+ // isLoading — true until first data arrives, AND resets to true on instance switch
145
+ // isActive — true while the polling interval is running (show "Live" indicator)
146
+ // Render variables...
147
+ }
148
+ ```
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+
150
+ ### Key options
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+
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+ - `deps` — **CRITICAL for master-detail UIs.** Pass values that identify what you're polling (e.g., `[instanceId]`). When any dep changes, the hook resets `data` to `null`, sets `isLoading` to `true`, and immediately refetches. Without this, switching between items shows stale data with no loading indicator.
153
+ - `enabled` — tie to a condition (e.g., `!!selectedInstance`) so polling only runs when needed
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+ - `immediate: false` — skip first fetch if the initial data is already loaded by another effect
155
+ - `interval` — default 5000ms; increase for less-critical data to reduce API load
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+
157
+ ### Master-detail pattern — MANDATORY for list + detail layouts
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+
159
+ When the app has a list on the left and a detail panel on the right (e.g., instance list → instance details), **both** of the following are required:
160
+
161
+ **1. Always use `key` prop on the detail component:**
162
+
163
+ ```typescript
164
+ // Parent component
165
+ {selectedInstance && (
166
+ <InstanceDetail
167
+ key={selectedInstance.id} // Forces full remount on switch
168
+ instanceId={selectedInstance.id}
169
+ folderKey={selectedInstance.folderKey}
170
+ />
171
+ )}
172
+ ```
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+
174
+ The `key` prop forces React to unmount the old component and mount a fresh one when the selected item changes. This resets all hooks (including `usePolling`), clears stale data, and shows the loading state naturally.
175
+
176
+ **2. Always pass `deps` to `usePolling` in detail components:**
177
+
178
+ ```typescript
179
+ // Inside InstanceDetail component
180
+ const { data, isLoading, isActive } = usePolling({
181
+ fetchFn: fetchInstanceData,
182
+ interval: 5000,
183
+ enabled: isAuthenticated && !!instanceId,
184
+ deps: [instanceId], // Resets data/loading when instance changes
185
+ });
186
+ ```
187
+
188
+ Both are needed as defense-in-depth — `key` handles React component state, `deps` handles the polling hook's internal refs (`hasLoadedRef`, `prevJsonRef`).
189
+
190
+ **Why both?** The `key` prop alone works, but if a parent component refactors away the `key`, the `deps` mechanism still ensures correct behavior. The `deps` alone works for the hook, but doesn't reset other component state (e.g., local `useState` for tabs, expanded sections).
191
+
192
+ ### Flicker-free updates — MANDATORY
193
+
194
+ Polling must NEVER cause visible UI flicker. Follow ALL three rules:
195
+
196
+ #### Rule 1: No per-cycle state changes in the hook
197
+
198
+ The hook does NOT use state for in-flight fetch status. **NEVER** add `setIsPolling(true)` / `setIsPolling(false)` or `setIsLoading(true)` / `setIsLoading(false)` around each fetch. This causes 2 re-renders per poll cycle, making every table row visibly flash.
199
+
200
+ - **`isLoading`** — only transitions once: `true` → `false` after the first fetch. NEVER set it back to `true`.
201
+ - **`isActive`** — only changes when polling starts/stops. Use for "Live" indicator.
202
+ - **`setError`** — functional update to avoid no-op state sets.
203
+
204
+ #### Rule 2: Accumulate variables and sort for stable rows
205
+
206
+ **THIS IS THE MOST IMPORTANT RULE.** The `getVariables()` API returns **different subsets of variables across polls** (as different activities execute, different variables become visible) and in **non-deterministic order**. This causes table rows to appear, disappear, and jump around between poll cycles — visible as flicker even when the hook doesn't re-render unnecessarily.
207
+
208
+ **Fix:** Accumulate all variables ever seen for an instance in a `Map` (keyed by `id`), update values when they reappear, and sort by name for stable row order. Same for elements. Reset all maps when switching instances.
209
+
210
+ ```typescript
211
+ import type { GlobalVariableMetaData, ElementMetaData } from '@uipath/uipath-typescript/maestro-processes';
212
+
213
+ // Accumulated variables & elements — survive across polls, reset on instance switch
214
+ const accumulatedVarsRef = useRef<Map<string, GlobalVariableMetaData>>(new Map());
215
+ const accumulatedElementsRef = useRef<
216
+ Map<string, { elementId: string; isMarker: boolean; inputs: Record<string, unknown>; outputs: Record<string, unknown> }>
217
+ >(new Map());
218
+
219
+ // Reset when switching instances
220
+ if (instanceId !== lastInstanceIdRef.current) {
221
+ lastInstanceIdRef.current = instanceId;
222
+ lastDataRef.current = null;
223
+ accumulatedVarsRef.current = new Map();
224
+ accumulatedElementsRef.current = new Map();
225
+ }
226
+
227
+ // Merge incoming data into accumulated maps (latest value wins)
228
+ if (displayData) {
229
+ for (const v of displayData.variables.globalVariables) {
230
+ accumulatedVarsRef.current.set(v.id, v);
231
+ }
232
+ for (const e of displayData.variables.elements) {
233
+ if (Object.keys(e.inputs).length > 0 || Object.keys(e.outputs).length > 0) {
234
+ accumulatedElementsRef.current.set(e.elementId, e);
235
+ }
236
+ }
237
+ }
238
+
239
+ // Stable sorted arrays — row order never jumps between polls
240
+ const displayVars = [...accumulatedVarsRef.current.values()].sort((a, b) =>
241
+ a.name.localeCompare(b.name)
242
+ );
243
+ const displayElements = [...accumulatedElementsRef.current.values()].sort((a, b) =>
244
+ a.elementId.localeCompare(b.elementId)
245
+ );
246
+
247
+ // Render using displayVars / displayElements — NOT displayData.variables directly
248
+ ```
249
+
250
+ **Why this works:**
251
+ - **Accumulation** — variables that appeared in a previous poll but not the current one stay in the table. No rows disappear.
252
+ - **Latest value wins** — when a variable reappears, its value updates to the latest. The Map key is `v.id`, so the same variable always occupies the same entry.
253
+ - **Stable sort** — alphabetical by `name` (variables) or `elementId` (elements) ensures rows never shuffle between polls.
254
+ - **Reset on instance switch** — maps clear when the user selects a different instance, so stale data from the previous instance is never shown.
255
+
256
+ #### Rule 3: Components must NEVER tear down the data UI
257
+
258
+ Even with accumulation, the table can still flicker if the component conditionally removes and re-adds it. Use a `useRef` to preserve the last known raw data so the table DOM is never destroyed during polls:
259
+
260
+ ```typescript
261
+ // Preserve raw data during polling, reset when switching items
262
+ const lastDataRef = useRef<InstanceData | null>(null);
263
+ const lastInstanceIdRef = useRef(instanceId);
264
+
265
+ if (instanceId !== lastInstanceIdRef.current) {
266
+ lastInstanceIdRef.current = instanceId;
267
+ lastDataRef.current = null; // Reset — show loading for new instance
268
+ }
269
+ if (data) lastDataRef.current = data;
270
+ const displayData = lastDataRef.current;
271
+
272
+ // Show loading when no data yet (initial load OR after switching to a different item)
273
+ if (!displayData) return <LoadingSpinner />;
274
+ ```
275
+
276
+ #### Complete flicker-free component pattern
277
+
278
+ ```typescript
279
+ import { useCallback, useMemo, useRef } from 'react';
280
+ import type {
281
+ ProcessInstanceGetVariablesResponse,
282
+ GlobalVariableMetaData,
283
+ } from '@uipath/uipath-typescript/maestro-processes';
284
+
285
+ function InstanceDataPanel({ instanceId, folderKey }: Props) {
286
+ const { sdk, isAuthenticated } = useAuth();
287
+ const svc = useMemo(() => new ProcessInstances(sdk), [sdk]);
288
+
289
+ const fetchFn = useCallback(
290
+ () => svc.getVariables(instanceId, folderKey),
291
+ [svc, instanceId, folderKey]
292
+ );
293
+
294
+ const { data, isLoading, isActive, error } = usePolling({
295
+ fetchFn,
296
+ interval: 5000,
297
+ enabled: isAuthenticated && !!instanceId,
298
+ deps: [instanceId], // Reset and refetch when instance changes
299
+ });
300
+
301
+ // --- Flicker prevention refs ---
302
+ const lastDataRef = useRef<ProcessInstanceGetVariablesResponse | null>(null);
303
+ const lastInstanceIdRef = useRef(instanceId);
304
+ const accumulatedVarsRef = useRef<Map<string, GlobalVariableMetaData>>(new Map());
305
+ const accumulatedElementsRef = useRef<
306
+ Map<string, { elementId: string; isMarker: boolean; inputs: Record<string, unknown>; outputs: Record<string, unknown> }>
307
+ >(new Map());
308
+
309
+ // Reset everything when switching instances
310
+ if (instanceId !== lastInstanceIdRef.current) {
311
+ lastInstanceIdRef.current = instanceId;
312
+ lastDataRef.current = null;
313
+ accumulatedVarsRef.current = new Map();
314
+ accumulatedElementsRef.current = new Map();
315
+ }
316
+ if (data) lastDataRef.current = data;
317
+ const displayData = lastDataRef.current;
318
+
319
+ // Accumulate variables and elements into stable maps
320
+ if (displayData) {
321
+ for (const v of displayData.globalVariables) {
322
+ accumulatedVarsRef.current.set(v.id, v);
323
+ }
324
+ for (const e of displayData.elements) {
325
+ if (Object.keys(e.inputs).length > 0 || Object.keys(e.outputs).length > 0) {
326
+ accumulatedElementsRef.current.set(e.elementId, e);
327
+ }
328
+ }
329
+ }
330
+
331
+ // Stable sorted arrays for rendering
332
+ const displayVars = [...accumulatedVarsRef.current.values()].sort((a, b) =>
333
+ a.name.localeCompare(b.name)
334
+ );
335
+ const displayElements = [...accumulatedElementsRef.current.values()].sort((a, b) =>
336
+ a.elementId.localeCompare(b.elementId)
337
+ );
338
+
339
+ // Loading — only on initial load or instance switch
340
+ if (!displayData) {
341
+ if (error) return <div>Error: {error.message}</div>;
342
+ return <div>Loading...</div>;
343
+ }
344
+
345
+ return (
346
+ <div>
347
+ {error && (
348
+ <div className="text-sm text-red-600 p-2 bg-red-50 rounded mb-2">
349
+ {error.message}
350
+ </div>
351
+ )}
352
+ <div className="flex items-center gap-2 mb-2">
353
+ <h3 className="text-sm font-semibold">Process Data</h3>
354
+ {isActive && (
355
+ <span className="flex items-center gap-1 text-xs text-gray-400">
356
+ <span className="w-1.5 h-1.5 bg-green-400 rounded-full animate-pulse" />
357
+ Live
358
+ </span>
359
+ )}
360
+ </div>
361
+
362
+ {/* Render from accumulated + sorted arrays — NOT raw displayData */}
363
+ {displayVars.length > 0 && (
364
+ <ProcessDataTable globalVariables={displayVars} />
365
+ )}
366
+
367
+ {displayElements.length > 0 && (
368
+ <div className="mt-4 space-y-2">
369
+ {displayElements.map(element => (
370
+ <ElementCard key={element.elementId} element={element} />
371
+ ))}
372
+ </div>
373
+ )}
374
+ </div>
375
+ );
376
+ }
377
+ ```
378
+
379
+ **Key properties of this pattern:**
380
+ - **No rows appear/disappear during polling** — accumulated Map keeps all variables ever seen
381
+ - **No row reordering** — stable alphabetical sort on every render
382
+ - **Values update in-place** — Map overwrites existing entries with latest values
383
+ - **Clean reset on instance switch** — maps clear, loading spinner shows, fresh data loads
384
+ - **Table DOM never torn down** — `lastDataRef` prevents conditional removal during polls
385
+ - `isActive` drives a pure CSS animation (no state toggle, no re-render)
386
+
387
+ ## BPMN Diagram Rendering
388
+
389
+ To visualize Maestro process diagrams, use `bpmn-js` (from bpmn.io) with the BPMN XML returned by `ProcessInstances.getBpmn()`.
390
+
391
+ ### Setup
392
+
393
+ ```bash
394
+ npm install bpmn-js
395
+ ```
396
+
397
+ Add CSS imports in `src/index.css` (or the component file):
398
+
399
+ ```css
400
+ @import 'bpmn-js/dist/assets/diagram-js.css';
401
+ @import 'bpmn-js/dist/assets/bpmn-font/css/bpmn-embedded.css';
402
+
403
+ /* Hide bpmn.io watermark */
404
+ .bjs-powered-by { display: none !important; }
405
+ ```
406
+
407
+ ### BPMN Viewer component
408
+
409
+ ```typescript
410
+ import { useEffect, useRef } from 'react';
411
+ import BpmnViewer from 'bpmn-js/lib/Viewer';
412
+
413
+ interface BpmnDiagramProps {
414
+ bpmnXml: string;
415
+ }
416
+
417
+ export const BpmnDiagram = ({ bpmnXml }: BpmnDiagramProps) => {
418
+ const containerRef = useRef<HTMLDivElement>(null);
419
+
420
+ useEffect(() => {
421
+ if (!containerRef.current || !bpmnXml) return;
422
+
423
+ const viewer = new BpmnViewer({ container: containerRef.current });
424
+
425
+ (async () => {
426
+ try {
427
+ await viewer.importXML(bpmnXml);
428
+ viewer.get('canvas').zoom('fit-viewport');
429
+ } catch (err) {
430
+ console.error('Error rendering BPMN:', err);
431
+ }
432
+ })();
433
+
434
+ return () => { viewer.destroy(); };
435
+ }, [bpmnXml]);
436
+
437
+ return <div ref={containerRef} style={{ width: '100%', height: '500px' }} />;
438
+ };
439
+ ```
440
+
441
+ ### Fetching BPMN XML
442
+
443
+ ```typescript
444
+ // Via service method
445
+ const bpmnXml = await processInstances.getBpmn(instanceId, folderKey);
446
+
447
+ // Or via bound method on an instance object
448
+ const instance = await processInstances.getById(instanceId, folderKey);
449
+ const bpmnXml = await instance.getBpmn();
450
+ ```
451
+
452
+ Then render: `<BpmnDiagram bpmnXml={bpmnXml} />`
453
+
454
+ ## Rendering Process Instance Data (Variables & Elements)
455
+
456
+ When displaying process instance variables (`getVariables()` response), **NEVER dump raw JSON**. The response contains deeply nested objects that are unreadable as raw text. Always parse and render structured UI.
457
+
458
+ ### Naming convention
459
+
460
+ The tab/section label should fit the context:
461
+ - If the app is focused on a **single specific process** (e.g., "Loan Origination Dashboard"), use a domain-specific name like **"Loan Details"**, **"Application Data"**, or **"Extraction Results"** — whatever describes what those variables actually represent.
462
+ - If the app is a **generic process monitor** listing multiple processes, use **"Process Data"** as the tab/section name. Avoid "Variables" — it's a developer concept that means nothing to end users.
463
+
464
+ ### Rendering `globalVariables`
465
+
466
+ Display as a clean key-value table. Format values by type.
467
+
468
+ ```typescript
469
+ import type { GlobalVariableMetaData } from '@uipath/uipath-typescript/maestro-processes';
470
+
471
+ interface ProcessDataTableProps {
472
+ globalVariables: GlobalVariableMetaData[];
473
+ }
474
+
475
+ function ProcessDataTable({ globalVariables }: ProcessDataTableProps) {
476
+ if (globalVariables.length === 0) {
477
+ return <p className="text-sm text-gray-500 p-4">No data available</p>;
478
+ }
479
+
480
+ return (
481
+ <div className="overflow-x-auto">
482
+ <table className="min-w-full divide-y divide-gray-200">
483
+ <thead className="bg-gray-50">
484
+ <tr>
485
+ <th className="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">Name</th>
486
+ <th className="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">Value</th>
487
+ <th className="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">Type</th>
488
+ <th className="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">Source</th>
489
+ </tr>
490
+ </thead>
491
+ <tbody className="bg-white divide-y divide-gray-200">
492
+ {globalVariables.map((v) => (
493
+ <tr key={v.id}>
494
+ <td className="px-4 py-3 text-sm font-medium text-gray-900 whitespace-nowrap">{v.name}</td>
495
+ <td className="px-4 py-3 text-sm text-gray-700 max-w-md">
496
+ <FormattedValue value={v.value} type={v.type} />
497
+ </td>
498
+ <td className="px-4 py-3 text-sm text-gray-500 whitespace-nowrap">
499
+ <span className="inline-flex items-center px-2 py-0.5 rounded text-xs font-medium bg-gray-100 text-gray-600">{v.type}</span>
500
+ </td>
501
+ <td className="px-4 py-3 text-sm text-gray-500 whitespace-nowrap">{v.source}</td>
502
+ </tr>
503
+ ))}
504
+ </tbody>
505
+ </table>
506
+ </div>
507
+ );
508
+ }
509
+ ```
510
+
511
+ ### Rendering `elements` (activity step data)
512
+
513
+ Each element represents an executed activity with inputs and outputs. Render as collapsible cards — show the element name (derived from `elementId`) as the header, then inputs and outputs as structured sections inside.
514
+
515
+ ```typescript
516
+ import { useState } from 'react';
517
+ import type { ElementMetaData } from '@uipath/uipath-typescript/maestro-processes';
518
+
519
+ interface ElementCardProps {
520
+ element: ElementMetaData;
521
+ }
522
+
523
+ function ElementCard({ element }: ElementCardProps) {
524
+ const [expanded, setExpanded] = useState(false);
525
+
526
+ const hasInputs = Object.keys(element.inputs).length > 0;
527
+ const hasOutputs = Object.keys(element.outputs).length > 0;
528
+
529
+ if (!hasInputs && !hasOutputs) return null; // Skip empty elements
530
+
531
+ return (
532
+ <div className="border rounded-lg overflow-hidden">
533
+ <button
534
+ onClick={() => setExpanded(!expanded)}
535
+ className="w-full flex items-center justify-between px-4 py-3 bg-gray-50 hover:bg-gray-100 text-left"
536
+ >
537
+ <div className="flex items-center gap-2">
538
+ <span className="text-sm font-medium text-gray-900">{element.elementId}</span>
539
+ {element.isMarker && (
540
+ <span className="text-xs px-1.5 py-0.5 bg-yellow-100 text-yellow-700 rounded">Marker</span>
541
+ )}
542
+ </div>
543
+ <span className="text-gray-400 text-sm">{expanded ? '−' : '+'}</span>
544
+ </button>
545
+ {expanded && (
546
+ <div className="p-4 space-y-4">
547
+ {hasInputs && (
548
+ <div>
549
+ <h4 className="text-xs font-semibold text-gray-500 uppercase mb-2">Inputs</h4>
550
+ <KeyValueRenderer data={element.inputs} />
551
+ </div>
552
+ )}
553
+ {hasOutputs && (
554
+ <div>
555
+ <h4 className="text-xs font-semibold text-gray-500 uppercase mb-2">Outputs</h4>
556
+ <KeyValueRenderer data={element.outputs} />
557
+ </div>
558
+ )}
559
+ </div>
560
+ )}
561
+ </div>
562
+ );
563
+ }
564
+ ```
565
+
566
+ ### Value formatting helpers
567
+
568
+ Use these to render any value cleanly — primitives as text, objects/arrays as structured UI.
569
+
570
+ ```typescript
571
+ /** Renders a typed value from globalVariables */
572
+ function FormattedValue({ value, type }: { value: any; type: string }) {
573
+ if (value === null || value === undefined) {
574
+ return <span className="text-gray-400 italic">—</span>;
575
+ }
576
+ if (typeof value === 'boolean') {
577
+ return (
578
+ <span className={`inline-flex items-center px-2 py-0.5 rounded text-xs font-medium ${
579
+ value ? 'bg-green-100 text-green-700' : 'bg-red-100 text-red-700'
580
+ }`}>
581
+ {value ? 'True' : 'False'}
582
+ </span>
583
+ );
584
+ }
585
+ if (typeof value === 'number') {
586
+ return <span className="font-mono text-sm">{value.toLocaleString()}</span>;
587
+ }
588
+ if (typeof value === 'string') {
589
+ // Detect JSON strings that were double-serialized
590
+ if (value.startsWith('{') || value.startsWith('[')) {
591
+ try {
592
+ const parsed = JSON.parse(value);
593
+ return <KeyValueRenderer data={parsed} />;
594
+ } catch {
595
+ // Not JSON, render as string
596
+ }
597
+ }
598
+ return <span className="text-sm">{value}</span>;
599
+ }
600
+ if (Array.isArray(value)) {
601
+ return <KeyValueRenderer data={value} />;
602
+ }
603
+ if (typeof value === 'object') {
604
+ return <KeyValueRenderer data={value} />;
605
+ }
606
+ return <span className="text-sm">{String(value)}</span>;
607
+ }
608
+
609
+ /** Recursively renders a Record or array as a structured key-value list */
610
+ function KeyValueRenderer({ data }: { data: Record<string, any> | any[] }) {
611
+ if (Array.isArray(data)) {
612
+ if (data.length === 0) return <span className="text-gray-400 text-sm italic">Empty list</span>;
613
+ return (
614
+ <div className="space-y-2">
615
+ {data.map((item, i) => (
616
+ <div key={i} className="pl-3 border-l-2 border-gray-200">
617
+ <span className="text-xs text-gray-400 mb-1 block">#{i + 1}</span>
618
+ {typeof item === 'object' && item !== null
619
+ ? <KeyValueRenderer data={item} />
620
+ : <span className="text-sm text-gray-700">{String(item)}</span>
621
+ }
622
+ </div>
623
+ ))}
624
+ </div>
625
+ );
626
+ }
627
+
628
+ const entries = Object.entries(data);
629
+ if (entries.length === 0) return <span className="text-gray-400 text-sm italic">Empty</span>;
630
+
631
+ return (
632
+ <dl className="grid grid-cols-[auto_1fr] gap-x-4 gap-y-1">
633
+ {entries.map(([key, val]) => (
634
+ <div key={key} className="contents">
635
+ <dt className="text-xs text-gray-500 py-1 whitespace-nowrap">{formatKey(key)}</dt>
636
+ <dd className="text-sm text-gray-700 py-1 min-w-0 break-words">
637
+ {val === null || val === undefined ? (
638
+ <span className="text-gray-400 italic">—</span>
639
+ ) : typeof val === 'object' ? (
640
+ <KeyValueRenderer data={val} />
641
+ ) : typeof val === 'boolean' ? (
642
+ <span className={val ? 'text-green-600' : 'text-red-600'}>{String(val)}</span>
643
+ ) : (
644
+ String(val)
645
+ )}
646
+ </dd>
647
+ </div>
648
+ ))}
649
+ </dl>
650
+ );
651
+ }
652
+
653
+ /** Converts camelCase/snake_case keys to readable labels */
654
+ function formatKey(key: string): string {
655
+ return key
656
+ .replace(/([a-z])([A-Z])/g, '$1 $2') // camelCase → camel Case
657
+ .replace(/_/g, ' ') // snake_case → snake case
658
+ .replace(/\b\w/g, c => c.toUpperCase()); // Capitalize words
659
+ }
660
+ ```
661
+
662
+ ### Complete usage — Process Instance detail panel
663
+
664
+ See the "Complete flicker-free component pattern" in the Flicker-free updates section above. That example includes all required patterns: `usePolling`, `lastDataRef` preservation, variable accumulation via `Map`, stable sort, and instance-switch reset.
665
+
666
+ ### Rules for rendering process data
667
+
668
+ 1. **NEVER render raw JSON.** Always parse objects and render structured UI (tables, key-value grids, collapsible cards).
669
+ 2. **Handle double-serialized JSON strings.** Values from process variables are sometimes JSON-serialized strings (e.g., `"{\"key\": \"value\"}"`). Always try `JSON.parse()` on string values that start with `{` or `[`.
670
+ 3. **Format keys for readability.** Convert `camelCase` and `snake_case` to title-cased words with spaces.
671
+ 4. **Skip empty data.** Don't show elements with empty inputs AND empty outputs. Don't show sections with zero items.
672
+ 5. **Use appropriate labels.** "Process Data" for the global variables section, "Activity Details" for element data. Adapt naming to the specific domain when possible.
673
+ 6. **Show type badges** on global variables — helps users understand what kind of data each variable holds.
674
+ 7. **Make element cards collapsible** — elements can have very large nested input/output structures; don't expand all by default.
675
+ 8. **Poll for updates** when the process is still running — variables change during execution.
676
+ 9. **NEVER render raw `getVariables()` arrays directly in polled components.** The API returns different variable subsets and in non-deterministic order across polls — rows will appear, disappear, and shuffle. Instead, accumulate all variables into a `Map<id, variable>` ref (latest value wins) and sort by name before rendering. Same for elements — accumulate in a `Map<elementId, element>` and sort by elementId. Reset both maps when switching instances. Also use `lastDataRef` to preserve raw data during polls so the table DOM is never torn down. See "Flicker-free updates" Rules 2 and 3 for the complete pattern.
677
+
678
+ ## HITL Detection (Human-in-the-Loop)
679
+
680
+ To determine whether a running process instance is currently waiting on a human task, use `getVariables()` + `getBpmn()`. This avoids calling `getExecutionHistory()`.
681
+
682
+ ### How it works
683
+
684
+ 1. **`getVariables()`** returns an `elements` array — the last element is the currently active BPMN element.
685
+ 2. **`getBpmn()`** returns the BPMN XML. Parse it to find the element type for that `elementId`.
686
+ 3. If the BPMN element is `<bpmn:userTask>`, the instance is pending on a human task.
687
+
688
+ **IMPORTANT:** `latestRunStatus` on the instance is NOT useful for HITL detection — a process waiting on a human task still shows as `"Running"`.
689
+
690
+ ### HITL detection helper
691
+
692
+ ```typescript
693
+ import { ProcessInstances } from '@uipath/uipath-typescript/maestro-processes';
694
+ import type { BpmnXmlString, ProcessInstanceGetVariablesResponse } from '@uipath/uipath-typescript/maestro-processes';
695
+
696
+ interface HitlStatus {
697
+ isUserTask: boolean;
698
+ activityType: string; // e.g., "user task", "service task", "script task"
699
+ elementId: string | null;
700
+ }
701
+
702
+ /**
703
+ * Detects whether a process instance is currently waiting on a human task.
704
+ * Uses getVariables() to find the active element, then getBpmn() to check its type.
705
+ */
706
+ export async function detectHitlStatus(
707
+ processInstances: ProcessInstances,
708
+ instanceId: string,
709
+ folderKey: string,
710
+ // Optional: pass pre-fetched data to avoid redundant calls
711
+ prefetchedVariables?: ProcessInstanceGetVariablesResponse,
712
+ prefetchedBpmn?: BpmnXmlString,
713
+ ): Promise<HitlStatus> {
714
+ // 1. Get the last active element from variables
715
+ const variables = prefetchedVariables ?? await processInstances.getVariables(instanceId, folderKey);
716
+ const lastElement = variables.elements[variables.elements.length - 1];
717
+ const elementId = lastElement?.elementId ?? null;
718
+
719
+ if (!elementId) {
720
+ return { isUserTask: false, activityType: 'Unknown', elementId: null };
721
+ }
722
+
723
+ // 2. Parse BPMN XML to find the element type
724
+ const bpmnXml = prefetchedBpmn ?? await processInstances.getBpmn(instanceId, folderKey);
725
+ const match = bpmnXml.match(new RegExp(`<bpmn:(\\w+)\\s+id="${elementId}"`));
726
+
727
+ if (!match?.[1]) {
728
+ return { isUserTask: false, activityType: 'Unknown', elementId };
729
+ }
730
+
731
+ // Convert camelCase BPMN type to readable form: "userTask" → "user task"
732
+ const activityType = match[1].replace(/([A-Z])/g, ' $1').trim().toLowerCase();
733
+ return {
734
+ isUserTask: activityType === 'user task',
735
+ activityType,
736
+ elementId,
737
+ };
738
+ }
739
+ ```
740
+
741
+ ### Usage in a component
742
+
743
+ ```typescript
744
+ import { useMemo, useCallback, useRef } from 'react';
745
+ import { useAuth } from '../hooks/useAuth';
746
+ import { usePolling } from '../hooks/usePolling';
747
+ import { ProcessInstances } from '@uipath/uipath-typescript/maestro-processes';
748
+ import type { GlobalVariableMetaData } from '@uipath/uipath-typescript/maestro-processes';
749
+ import { detectHitlStatus } from '../utils/hitl';
750
+
751
+ interface InstanceData {
752
+ variables: ProcessInstanceGetVariablesResponse;
753
+ bpmnXml: BpmnXmlString;
754
+ hitl: HitlStatus;
755
+ }
756
+
757
+ function InstancePanel({ instanceId, folderKey }: { instanceId: string; folderKey: string }) {
758
+ const { sdk, isAuthenticated } = useAuth();
759
+ const processInstances = useMemo(() => new ProcessInstances(sdk), [sdk]);
760
+
761
+ const fetchInstanceData = useCallback(async () => {
762
+ const [variables, bpmnXml] = await Promise.all([
763
+ processInstances.getVariables(instanceId, folderKey),
764
+ processInstances.getBpmn(instanceId, folderKey),
765
+ ]);
766
+ const hitl = await detectHitlStatus(processInstances, instanceId, folderKey, variables, bpmnXml);
767
+ return { variables, bpmnXml, hitl };
768
+ }, [processInstances, instanceId, folderKey]);
769
+
770
+ const { data, isLoading, isActive } = usePolling<InstanceData>({
771
+ fetchFn: fetchInstanceData,
772
+ interval: 5000,
773
+ enabled: isAuthenticated && !!instanceId,
774
+ deps: [instanceId], // Reset and refetch when instance changes
775
+ });
776
+
777
+ // Flicker prevention — see "Flicker-free updates" for full explanation
778
+ const lastDataRef = useRef<InstanceData | null>(null);
779
+ const lastInstanceIdRef = useRef(instanceId);
780
+ const accumulatedVarsRef = useRef<Map<string, GlobalVariableMetaData>>(new Map());
781
+
782
+ if (instanceId !== lastInstanceIdRef.current) {
783
+ lastInstanceIdRef.current = instanceId;
784
+ lastDataRef.current = null;
785
+ accumulatedVarsRef.current = new Map();
786
+ }
787
+ if (data) lastDataRef.current = data;
788
+ const displayData = lastDataRef.current;
789
+
790
+ // Accumulate + sort variables
791
+ if (displayData) {
792
+ for (const v of displayData.variables.globalVariables) {
793
+ accumulatedVarsRef.current.set(v.id, v);
794
+ }
795
+ }
796
+ const displayVars = [...accumulatedVarsRef.current.values()].sort((a, b) =>
797
+ a.name.localeCompare(b.name)
798
+ );
799
+
800
+ if (!displayData) return <div>Loading...</div>;
801
+
802
+ // Render using displayVars (accumulated + sorted) and displayData.hitl
803
+ // displayData.hitl.isUserTask → show "Active User Task" UI
804
+ // displayData.hitl.activityType → show the current activity type
805
+ // displayVars → render process data table (stable rows)
806
+ // displayData.bpmnXml → render BPMN diagram
807
+ }
808
+ ```
809
+
810
+ ### Getting the task for the instance
811
+
812
+ When HITL is detected via BPMN, you may also want to open the task in Action Center. Use the `CreatorJobKey` OData filter to find the task — the instance ID is the `CreatorJobKey`:
813
+
814
+ ```typescript
815
+ import { Tasks } from '@uipath/uipath-typescript/tasks';
816
+ import { buildTaskUrl, getEmbedTaskUrl } from '../utils/formatters';
817
+
818
+ // Filter tasks by CreatorJobKey — the instanceId IS the CreatorJobKey
819
+ const result = await tasks.getAll({
820
+ filter: `CreatorJobKey eq ${instanceId}`,
821
+ pageSize: 10,
822
+ });
823
+
824
+ const pendingTask = result.items.find(t => !t.isCompleted) ?? null;
825
+
826
+ // Build the embed URL from the task ID
827
+ if (pendingTask) {
828
+ const taskLink = buildTaskUrl(pendingTask.id);
829
+ const embedUrl = getEmbedTaskUrl(taskLink);
830
+ // Open in iframe...
831
+ }
832
+ ```
833
+
834
+ ### Rendering HITL status in the UI
835
+
836
+ ```typescript
837
+ {data?.hitl.isUserTask ? (
838
+ <div className="flex items-center gap-3 p-4 bg-amber-50 border border-amber-200 rounded-lg">
839
+ <div className="p-2 bg-amber-100 rounded-lg">
840
+ <svg className="w-5 h-5 text-amber-600" fill="none" stroke="currentColor" viewBox="0 0 24 24">
841
+ <path strokeLinecap="round" strokeLinejoin="round" strokeWidth={2} d="M16 7a4 4 0 11-8 0 4 4 0 018 0zM12 14a7 7 0 00-7 7h14a7 7 0 00-7-7z" />
842
+ </svg>
843
+ </div>
844
+ <div>
845
+ <h4 className="font-semibold text-amber-900">Waiting on Human Review</h4>
846
+ <p className="text-sm text-amber-700">This instance requires human input to continue</p>
847
+ </div>
848
+ {/* Add "Open Task" button if task link is available */}
849
+ </div>
850
+ ) : (
851
+ <div className="flex items-center gap-3 p-4 bg-gray-50 border border-gray-200 rounded-lg">
852
+ <div className="p-2 bg-gray-100 rounded-lg">
853
+ <svg className="w-5 h-5 text-gray-600" fill="none" stroke="currentColor" viewBox="0 0 24 24">
854
+ <path strokeLinecap="round" strokeLinejoin="round" strokeWidth={2} d="M9 12l2 2 4-4m6 2a9 9 0 11-18 0 9 9 0 0118 0z" />
855
+ </svg>
856
+ </div>
857
+ <div>
858
+ <h4 className="font-semibold text-gray-900">Automated Process</h4>
859
+ <p className="text-sm text-gray-600">Current step: {data?.hitl.activityType}</p>
860
+ </div>
861
+ </div>
862
+ )}
863
+ ```
864
+
865
+ ## Embedding Action Center Tasks (HITL)
866
+
867
+ When a user needs to view or complete an Action Center task (human-in-the-loop task, action app, or escalation) inside the app, embed it via iframe using UiPath's embed URL format.
868
+
869
+ ### Embed URL format
870
+
871
+ The standard Action Center URL looks like:
872
+ ```
873
+ https://cloud.uipath.com/{orgName}/{tenantName}/actions_/current-task/tasks/{taskId}
874
+ ```
875
+
876
+ The **embed** URL inserts `embed_/` after the origin:
877
+ ```
878
+ https://cloud.uipath.com/embed_/{orgName}/{tenantName}/actions_/current-task/tasks/{taskId}
879
+ ```
880
+
881
+ ### API-to-Cloud URL mapping
882
+
883
+ **CRITICAL:** The API base URL (`VITE_UIPATH_BASE_URL`) and the cloud UI URL use different hostnames. You must map correctly when constructing task URLs:
884
+
885
+ | API URL | Cloud UI URL |
886
+ |---------|-------------|
887
+ | `https://api.uipath.com` | `https://cloud.uipath.com` |
888
+ | `https://staging.api.uipath.com` | `https://staging.uipath.com` |
889
+ | `https://alpha.api.uipath.com` | `https://alpha.uipath.com` |
890
+
891
+ **NEVER use naive string replacement** like `baseUrl.replace('api.', 'cloud.')` — this breaks for staging/alpha (produces `staging.cloud.uipath.com` which is wrong).
892
+
893
+ Add this helper to `src/utils/formatters.ts`:
894
+
895
+ ```typescript
896
+ /** Maps an API base URL to the corresponding cloud UI URL */
897
+ export function apiToCloudUrl(apiBaseUrl: string): string {
898
+ try {
899
+ const url = new URL(apiBaseUrl);
900
+ // "api.uipath.com" → "cloud.uipath.com"
901
+ // "staging.api.uipath.com" → "staging.uipath.com"
902
+ // "alpha.api.uipath.com" → "alpha.uipath.com"
903
+ let cloudHost = url.hostname.replace('api.uipath.com', 'uipath.com');
904
+ if (cloudHost === 'uipath.com') cloudHost = 'cloud.uipath.com';
905
+ return `${url.protocol}//${cloudHost}`;
906
+ } catch {
907
+ return apiBaseUrl;
908
+ }
909
+ }
910
+ ```
911
+
912
+ ### URL helper functions
913
+
914
+ Create `src/utils/formatters.ts` (or add to existing):
915
+
916
+ ```typescript
917
+ /** Converts a standard Action Center URL to an embeddable iframe URL */
918
+ export const getEmbedTaskUrl = (taskUrl: string): string => {
919
+ try {
920
+ const url = new URL(taskUrl);
921
+ const parts = url.pathname.split('/');
922
+ const orgId = parts[1];
923
+ const tenantId = parts[2];
924
+ const taskId = parts[parts.length - 1];
925
+ return `${url.origin}/embed_/${orgId}/${tenantId}/actions_/current-task/tasks/${taskId}`;
926
+ } catch (e) {
927
+ console.error('Error parsing task URL:', e);
928
+ return taskUrl;
929
+ }
930
+ };
931
+
932
+ /** Constructs a standard Action Center task URL from components */
933
+ export function buildTaskUrl(taskId: number | string): string {
934
+ const baseUrl = import.meta.env.VITE_UIPATH_BASE_URL || '';
935
+ const org = import.meta.env.VITE_UIPATH_ORG_NAME || '';
936
+ const tenant = import.meta.env.VITE_UIPATH_TENANT_NAME || '';
937
+ const cloudHost = apiToCloudUrl(baseUrl);
938
+ return `${cloudHost}/${org}/${tenant}/actions_/current-task/tasks/${taskId}`;
939
+ }
940
+ ```
941
+
942
+ ### Getting the task link
943
+
944
+ To get an embeddable task URL, use the `CreatorJobKey` OData filter to find the task for the instance, then construct the URL with `buildTaskUrl()`:
945
+
946
+ ```typescript
947
+ import { Tasks } from '@uipath/uipath-typescript/tasks';
948
+
949
+ // Filter tasks by CreatorJobKey — the instanceId IS the CreatorJobKey
950
+ const result = await tasks.getAll({
951
+ filter: `CreatorJobKey eq ${instanceId}`,
952
+ pageSize: 10,
953
+ });
954
+
955
+ const pendingTask = result.items.find(t => !t.isCompleted) ?? null;
956
+
957
+ // Build the embed URL
958
+ if (pendingTask) {
959
+ const taskLink = buildTaskUrl(pendingTask.id);
960
+ const embedUrl = getEmbedTaskUrl(taskLink);
961
+ // Open in iframe...
962
+ }
963
+ ```
964
+
965
+ **Do NOT construct the URL manually** — always use the `apiToCloudUrl` + `buildTaskUrl` helpers to ensure correct environment mapping across cloud/staging/alpha.
966
+
967
+ ### iframe component
968
+
969
+ ```typescript
970
+ import { getEmbedTaskUrl } from '../utils/formatters';
971
+
972
+ interface TaskEmbedProps {
973
+ taskLink: string;
974
+ onClose: () => void;
975
+ }
976
+
977
+ export const TaskEmbed = ({ taskLink, onClose }: TaskEmbedProps) => (
978
+ <div className="fixed inset-0 bg-black bg-opacity-50 flex items-center justify-center z-50">
979
+ <div className="bg-white rounded-lg shadow-xl w-[90vw] h-[90vh] flex flex-col">
980
+ <div className="flex justify-between items-center p-4 border-b">
981
+ <h3 className="text-lg font-medium text-gray-900">Task Details</h3>
982
+ <button onClick={onClose} className="text-gray-400 hover:text-gray-600">✕</button>
983
+ </div>
984
+ <div className="flex-1 p-1">
985
+ <iframe
986
+ src={getEmbedTaskUrl(taskLink)}
987
+ className="w-full h-full rounded border-0"
988
+ title="Action Center Task"
989
+ />
990
+ </div>
991
+ </div>
992
+ </div>
993
+ );
994
+ ```
995
+
996
+ ### Key points
997
+
998
+ - **No extra auth needed**: The iframe loads from the same UiPath domain, so the user's existing browser session handles authentication automatically.
999
+ - **`embed_/` prefix is required**: Without it, the action center page renders with full navigation chrome. The embed URL gives a clean, frameable view.
1000
+ - **Task link source**: Use `tasks.getAll({ filter: "CreatorJobKey eq ${instanceId}" })` to find the task, then build the URL with `buildTaskUrl(taskId)`.
1001
+ - **HITL detection**: Use `getVariables()` + `getBpmn()` to detect if the current element is a user task (see "HITL Detection" section above). Do NOT rely on `latestRunStatus`.
1002
+ - **Use `apiToCloudUrl()`** — never manually convert API URLs to cloud URLs with string replacement.
1003
+ - **Use a modal overlay**: Render the iframe in a modal (like the example above) so the user can close it and return to the app.
1004
+
1005
+ ## Tabular Data: Don't Dump Every Row in One Scroll
1006
+
1007
+ Operational dashboards routinely list 100–10,000+ rows (tickets, jobs, instances, queue items). Rendering all of them as one long scroll makes the table unusable: the user can't see totals, can't navigate to a specific row, and large DOMs slow down sort/filter interactions. Pick one of these patterns:
1008
+
1009
+ - **Paginated rows** (default for >50 rows) — page size 25–50 with next/prev/page-number controls and a "Showing X–Y of Z" summary. Works for any tabular data.
1010
+ - **Virtualized scroll** (for very large lists, 5k+) — `react-window` or `@tanstack/react-virtual`. Use only if you genuinely have that many rows; otherwise pagination is simpler and faster to ship.
1011
+ - **Top-N + "see all"** — when the table is informational rather than navigational (e.g., "Top 10 oldest open"), render only the top N and link to a full view.
1012
+
1013
+ For a single screen with mixed panels (KPIs + charts + a table), prefer pagination. The scroll-everything pattern is fine for a CSV export, never for a dashboard.
1014
+
1015
+ ## Preventing Text Overflow
1016
+
1017
+ Long emails, subjects, and choice value names break layouts. Apply these rules whenever rendering dynamic strings:
1018
+
1019
+ - **Flex/grid children with text:** add `min-w-0` to the parent AND `truncate` (or `line-clamp-N`) to the text. `truncate` alone does nothing without `min-w-0` because flex children default to intrinsic width.
1020
+ - **Pair every truncation with `title={fullValue}`** so the user can hover to read the full string.
1021
+ - **Chart axis labels (SVG):** CSS truncation does NOT apply. Shorten via the library's `tickFormatter` and keep the full value in the tooltip. For long choice values, prefer `displayName` over `name`, or switch to a horizontal bar chart.
1022
+ - **Tables:** use `table-fixed` + explicit column widths + `max-w-0` on `<td>`, then `truncate` the inner content.
1023
+ - **Fixed-height cards:** add `overflow-hidden` on the card and `line-clamp-N` on the text.