Study guide

22.2 Data Fabric Activities and the Platform Connector

UiPath Automation Developer Professional UiPath-ADPv1

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1 Chapter 1: Exam Overview & Blueprint Map

1.1 About the UiPath-ADPv1 Exam: Format, Fees & Policies 1.2 The Exam Topics Mapped to This Guide & a Study Plan

2 Chapter 2: REFramework Architecture & State Dynamics

2.1 State Machine Architecture & The Four Core States 2.2 Configuration Management: Settings, Constants, and Assets 2.3 Transaction Types & The Dispatcher vs. Performer Architecture 2.4 Adapting REFramework: Tabular Data, Collections & Linear Processes

3 Chapter 3: REFramework Exception Handling & Recovery

3.1 BusinessRuleException vs. System.Exception Handling Patterns 3.2 Retry Mechanisms: Queue Retries vs. REFramework MaxRetryNumber 3.3 Consecutive System Exceptions & Graceful Process Termination

4 Chapter 4: State Machines, Custom Log Fields & REFramework Testing

4.1 Building State Machine Projects in Studio 4.2 Logging Levels, Robot Logs & Custom Log Fields in REFramework 4.3 Testing a REFramework Project With and Without Orchestrator Queues

5 Chapter 5: LINQ Queries & DataTable Operations

5.1 LINQ Essentials for Collections & Filtering 5.2 Advanced DataTable Querying with LINQ 5.3 In-Memory DataTable Transformations & Column Operations

6 Chapter 6: Regex, DateTime, JSON & Invoke Activities

6.1 Regular Expressions & Text Parsing for Automation 6.2 DateTime Formatting, Timezone Conversions & TimeSpan Calculations 6.3 JSON Parsing, JSONPath & Serialization with Newtonsoft.Json 6.4 Invoke Method & Invoke Code Activities 6.5 Data Referencing in Invokes: DataTable, List & Dictionary Arguments

7 Chapter 7: Modern UI Automation & Unified Targeting

7.1 Modern Design Experience & The Unified Target Concept 7.2 Anchors, Relative Elements & UI Automation Activities 7.3 Dynamic Selectors, Variables & Wildcards in Selectors

8 Chapter 8: Object Repository, Computer Vision & Remote Runtime

8.1 Object Repository & UI Descriptor Libraries 8.2 AI Computer Vision for Unattended & Remote Interfaces 8.3 Automation in Virtual Environments & UiPath Remote Runtime

9 Chapter 9: Advanced UI Automation: Browser Modes, Agentic UI & macOS

9.1 Browser Automation with the WebDriver Protocol 9.2 Agentic UI Automation: ScreenPlay, Semantic Activities & Healing Agent 9.3 macOS Automation: Native Apps, Office Apps & AppleScript

10 Chapter 10: Advanced Control Flow & Exception Architecture

10.1 Flowcharts, Sequences & Parallel Control Flow Patterns 10.2 Global Exception Handler Architecture & ErrorAction Directives 10.3 TryCatch, Retry Scope & Custom Exception Architectures

11 Chapter 11: Orchestrator Queues & Transaction Management

11.1 Queue Architecture, SpecificContent & Transaction Lifecycles 11.2 Queue Items SLA, Postpone, Deadlines & Priority Scheduling 11.3 Bulk Operations, Transaction Status Updates & Queue Triggers

12 Chapter 12: Orchestrator Tenant & Folder Entities

12.1 Asset Types, Per-Robot Assets & External Credential Stores 12.2 Modern Folder Hierarchy, User/Robot Assignment & Permissions 12.3 Storage Buckets, Webhooks & Environment Promotion 12.4 Orchestrator Tags: Labels, Properties & Governance

13 Chapter 13: Unattended Execution, API Triggers & Cloud Robots

13.1 Unattended Job Execution: Folders, Priorities, Background vs. Foreground & Runtimes 13.2 API Triggers: Starting Jobs from External Systems over HTTP 13.3 Serverless and Cloud VM Robots: Cloud-Hosted Execution Options

14 Chapter 14: Monitoring, Recording & Solutions Management

14.1 Orchestrator Monitoring, Trigger Alerts & Job Health 14.2 Job and Transaction Recording: Troubleshooting Faulted Unattended Jobs 14.3 Solutions Management: Packaging and Deploying Automations with Their Resources

15 Chapter 15: Debugging, Remote Debugging & Profiling

15.1 Studio Debugging Tools: Breakpoints, Panels & Execution Control 15.2 Remote Debugging: Remote Machine and Unattended Robot Connections 15.3 Profile Execution: Finding Performance Bottlenecks in Studio

16 Chapter 16: RPA Testing & Test Suite

16.1 UiPath Test Suite Overview, Test Cases & Given-When-Then Structure 16.2 Data-Driven Testing, Test Verification Activities & Mock Activities 16.3 CI/CD Pipelines with uipcli & Test Manager Traceability

17 Chapter 17: Long-Running Workflows, Action Center & Apps

17.1 Long-Running Workflows: Persistence, Suspend and Resume 17.2 Action Center & Human-in-the-Loop Orchestration 17.3 UiPath Apps: Action Apps, Automations & Integration Service

18 Chapter 18: Trigger-Based Attended Automation & Callouts

18.1 Trigger-Based Attended Automation: Forms, Triggers & Global Variables 18.2 Running Local Triggers & the Event Inspection Tool 18.3 Callouts & Forms for Attended Guidance

19 Chapter 19: UiPath Assistant & Robot Sessions

19.1 UiPath Assistant: Automations, Reminders, Widgets & Configuration 19.2 Robot Session (Picture in Picture): Child Session vs. Virtual Desktop

20 Chapter 20: Autopilot for Developers & Autopilot for Everyone

20.1 Autopilot for Developers: AI Assistance in Studio and Studio Web 20.2 Autopilot for Everyone: Chat, Automations & Clipboard AI

21 Chapter 21: API Automation & Integration Service

21.1 Integration Service: Connectors, Connections & Connector Activities 21.2 API Workflows in Studio Web 21.3 HTTP Requests: Web APIs, the Orchestrator API & Connector Requests 21.4 Connector Builder: Custom Integration Service Connectors 21.5 Integration Service Event Triggers: Connected and Disconnected 21.6 GenAI Activities: Generative AI Inside Workflows

22 Chapter 22: Data Service, Context Grounding & Coded Workflows

22.1 Data Fabric (Data Service) Entities: Modeling Business Data 22.2 Data Fabric Activities and the Platform Connector 22.3 Context Grounding: Retrieval-Augmented Generation with Company Data 22.4 Coded Automations: Structure, Arguments & Invoking Workflows 22.5 Coded Automation Services: Orchestrator, UI Automation, Microsoft 365 & Custom Services

23 Chapter 23: Integrated Scenario Practice

23.1 Integrated Scenario Practice: Designing an End-to-End Solution

22.2 Data Fabric Activities and the Platform Connector

Key Takeaways Explain This Topic AI

Data Fabric records are handled with Create, Get by Id, Query, Update, and Delete Entity Record activities, plus file field activities.

Classic Data Service activities include batch Create, Update, and Delete Multiple Entity Records.

The UiPath Data Fabric platform connector (renamed May 27, 2026) offers connector-based activities and Record Created and Record Updated triggers.

Filter and page in Query Entity Records rather than filtering all records in the workflow.

Robots need a Data Fabric role such as Data Writer or Data Reader, and folder access for folder-level entities.

Last updated: September 2026

22.2 Data Fabric Activities and the Platform Connector

Core Concept: Automations work with Data Fabric records through activities : classic Data Service activities in Studio projects and connector-based activities of the UiPath Data Fabric connector, a platform connector in Integration Service. The exam description names the "Data Service platform connector". On May 27, 2026, the connector was renamed the UiPath Data Fabric connector.

Record Activities

  • Activity Use
  • Create Entity Record Add a new record
  • Get Entity Record by Id Read one record by its Id
  • Query Entity Records Read records that match filter conditions, with sorting and paging
  • Query Multiple Entity Records Query records from several entities (connector-based activities)
  • Update Entity Record Change fields of an existing record
  • Delete Entity Record Remove a record

Upload File to Record Field / Download File from Record Field / Delete File from Record Field Work with File fields

Create/Update/Delete Multiple Entity Records (classic) Batch operations, for example loading many rows from a CSV

The connector also provides triggers , Record Created and Record Updated , which start automations when data changes.

Classic Versus Connector-Based Activities

Classic Data Service activities Data Fabric connector activities

Package The Data Service activity package, used with entities imported into the project The UiPath Data Fabric platform connector in Integration Service

  • Triggers Not applicable Record Created and Record Updated
  • Batch operations Create, Update, and Delete Multiple Entity Records Query Multiple Entity Records

Both work with the same entities and records. Choose the connector activities when you need Data Fabric triggers or are building connector-based automations, and the classic activities for batch operations on imported entities.

Querying Records Well

Query Entity Records takes filter conditions on fields, such as Status equals "New" and Amount greater than 10000, plus sorting and paging settings.

Filter in the query , not afterwards in a loop, to reduce data transfer.

Page through large results instead of requesting everything at once.

Select only needed fields when the activity allows it.

Use relationships: query invoices by supplier through the relationship field.

File Fields

Upload File to Record Field attaches a file, such as the invoice PDF, to a record.

Download File from Record Field saves it locally for processing.

Delete File from Record Field removes it.

For long-running processes that may resume on another machine, keep the file in the record and download it again after resuming, instead of relying on a local copy.

Permissions for Robots

The robot account or connection used by the automation needs a Data Fabric role that allows the operations, for example Data Writer for creating and updating records, or Data Reader for queries. For folder-level entities, the robot must also have access to that folder.

Record Triggers

Record Created and Record Updated triggers start automations when data changes. For example:

A new Supplier record triggers a background check process.

An Invoice whose Status changes to "Approved" triggers the payment process.

Design triggered processes to be idempotent : read the current record by Id at the start and check whether the work is still needed.

Worked Example: Loading and Processing Claims

A dispatcher reads a daily CSV into a DataTable and uses Create Multiple Entity Records to load claims in batches.

Each claim's Id goes to a queue.

The performer uses Get Entity Record by Id , processes the claim, uploads the decision letter with Upload File to Record Field , and sets Status with Update Entity Record .

A Record Updated trigger on Status "Decided" starts a notification process through the Data Fabric connector.

A weekly report uses Query Entity Records with filters on Status and decision date.

Exam-Style Scenarios

Scenario 1: A dispatcher must load 20,000 rows from a CSV into an entity overnight. Use the batch activities, such as Create Multiple Entity Records, in chunks, rather than one Create Entity Record call per row.

Scenario 2: An approval app and a performer must work on the same invoice data. Store the invoice as a record, pass the record Id through the queue, and let both read and update the same record.

Scenario 3: A notification must go out when a supplier record is created. Use the Record Created trigger of the Data Fabric connector, and read the current record by Id at the start of the process.

Scenario 4: A performer fails with a permission error on Update Entity Record. Check that the robot's account has a role with write access, such as Data Writer, and access to the entity's folder.

Common Traps

Looping over all records and filtering in the workflow instead of filtering in the query.

Forgetting to give the robot account a Data Fabric role.

Relying on local file copies across a long-running wait.

Not updating imported entities in Studio after the schema changes.