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User Interface


Assistant Buddy user interface has the following components.

1Title BarYou can view and control your Assistant Buddy settings from here
2 Entity PanelSelect the Entity to view the data corresponding to that entity
2Data PanelView the data of the selected Entity from the Entity Panel
3Action PanelYou can take specific action from here. This panel is context-sensitive and depends on the Entity selected from the Entity Panel

Title Bar#

You can perform the following operations from here:

  • View and configure your Assistant Buddy settings.
  • Sign-in and Sign-out from Control Room. For more information on signing into Control Room, please refer: Signing into Control Room

Assistant Buddy Settings#

You can open the settings dialog by clicking on the logged-in user ID under Title Bar and selecting Settings.

You can configure Assistant Buddy to utilize either Control Room database or a local database to store all the logs corresponding to the jobs executed by the buddy.


Entity Panel#

The Entity Panel allows the user to select the Entity and perform a specific operation on the selected Entity. Here is the list of Assistant Buddy entities.


It will list all the processes that Assistant Buddy can execute. You can run a process on-demand basis.

Enterprise: Only those processes which are owned by or shared to the user associated with the Assistant Buddy will be fetched from Control Room and listed.

Professional: The processes imported under this Assistant Buddy.


Triggers enable processes to be executed based on specific events. There are two types of triggers supported by Assistant Buddy.

  • File System Trigger - associated with the events happening on a local file system
  • Database Trigger - associated with the events happening on configured Database

You can manage your Assistant Buddy triggers, such as viewing, modifying, and deleting them from here.


A job is an instance of process execution. You can view all the jobs executed by the Assistant Buddy along with the logs associated with that job execution.


The Logs that are associated with the Assistant Buddy. By default, the Logs are stored inside the SQL Lite database on the local system.

Enterprise: You have an option to push the logs into the Control Room database.

Data Panel#

The Data Panel displays the data corresponding to the selected Entity inside Entity Panel. The data is displayed in the grid, with each row representing one item under that Entity.

Action Panel#

The Action Panel provides various operations for the user to perform on the selected Entity. The operations supported are based on the entity context chosen.