The Tool Bar
The Tool bar consists of functionality such as creating or editing a process, providing inputs to a process and so on. You can perform the following actions:
- Process Input/Output- Allows to select or add an argument as an input into the process. Additionally, you can mark the parameters that contain the outputs of the process workflow to view in the Control Tower. For more information, see Process Input/Output section.
- Dependencies - Allows to view details of the application/s used in the process. additionally, you can view if the selected process is re-used in any other process or not. This option is enabled only after a process is saved.
- Undo - Allows to reverse the last action performed. This option is enabled only after the process is edited.
- Redo - Allows reverse the action that was previously undone. This option is enabled only after an edit in the process is reversed.
- Edit - Allows to make changes in an existing process workflow. Only a published or a deployed process can be edited.
- Save - Saves the latest content in the process workflow.
- Save As - Saves a new process workflow by providing a name.
- Find Options - Allows to search a word in the process in the Flowchart designer area. The search is similar to MS Word and allows to search any text, an argument or property within the process. You can select the option to match case or match whole word while finding a word. The interface shows the number of occurrences for that search, along with its location at activity level within the process. Use the arrows to move to the previous and the next word found.
- Analyse - Helps validating the process based on the predefined rules in Automation Studio. Click the arrow to analyze the process for RPA or Engage. The result is displayed in the Process Analysis tab of Status bar. The analysis is done based on pre-defined rules, that must be enabled in the Rules tab of Admin menu.
- Data Protection - Allows to mask critical data/information. For more information, see Data Protection section.
- Test Run - Prepares the environment and applications for testing. For more information, see Test Run Process.
- Publish - Creates a backup of the process and prepares it for deployment. This option is enabled only after the process is saved. For more information, see Publish Process.
- Create - Creates different types of automation process workflow. For more information, see Process Management.