You can view your process or workflow from the Designer panel. It enables you to modify the workflow and also provides you to work with the variables, arguments, and imports required and created for the current project.
You can navigate within the process diagram inside this panel by double-clicking the activity you want to view. The path is displayed as breadcrumbs in the header of the Designer panel.
You can copy activity from here using keyboard shortcut Ctrl + C or from the context menu and paste them again into the Designer panel.
You can activate Pan mode by clicking icon. You can use the zoom drop-down to change the zoom level.
You can use fit-to-screen to fit the entire workflow within the Designer panel.
You can click on to get an overview of the whole project by navigating across the section by adjusting the focus.
The context menu enables you to perform several operations on your process or workflow. You can bring up the context menu by right-clicking on any activity inside your process or workflow.
|Open||Opens the selected activity in the Designer panel. This has the same result as double-click|
|Collapse||This collapses the content of the selected activity and allows it to display only minimal content. The same functionality could be achieved by clicking on button|
NOTE: This is available only for Sequence activity
|Expand in Place||This expands the content of the selected activity and allows it to display more detailed content. The same functionality could be achieved by clicking on button |
NOTE: This is available only for Sequence activity
|Cut||Removes the selected activity and places it onto the Clipboard|
|Copy||Copies the selected activity into Clipboard|
|Paste||Pastes or Inserts the content from the Clipboard to the current location|
|Delete||Deletes the selected activity|
|Add Annotation||Insert an annotation node to the current activity to provide your notes or comments. You can dock or undock the annotation block after adding|
|Edit Annotation||Edit the annotation notes attached to the selected activity|
|Delete Annotation||Delete the annotation attached to the selected activity|
|Show All Annotations||Shows all the annotations added to the activities under current process or workflow|
|Hide All Annotations||Hides all the annotations added to the activities under current process or workflow|
|Delete All Annotations||Deletes all the annotations under current process or workflow|
|Copy as Image||Copies the screenshot of the content displayed as part of Designer panel onto Clipboard|
|Save as Image||Copies the screenshot of the content displayed as part of Designer panel and prompts the dialog for the user to set the details for saving it|
|Create Variable||Creates a variable in Variable panel|
|Export as Snippet||Creates a new snippet containing the selected activity. The arguments to this new snippet are created automatically based on the variables used in the selected activity. The new snippet created will be visible as part of the Snippets panel. This functionality enables the reuse concept.|
|Extract as Workflow||Creates a new workflow containing the selected activity. This enables breaking down large processes or workflows into smaller ones. The arguments to this new workflow are created automatically based on the variables used in the selected activity. The selected activity will be replaced with the Invoke Workflow activity and enables you to edit and import arguments from the newly created workflow.|
|Surround with Try Catch||Embeds the selected activity inside a Try-Catch block|
|Disable Activity||Disables the selected activity by placing it inside a CommentOut activity|
|Enable Activity||Enables the previously disabled activity|
The Activities panel shows all the activities that can be used to build your process or workflow. You can search the needed activity by its name using the search box provided at the top of the panel.
Activities are classified or grouped based on their functionality. You can navigate through them using navigation keys, select an activity, drag and drop into the Designer panel to build your workflow.
The Snippets panel displays all the snippets created by you. The purpose of snippets is to enable users to easily reuse automation.
The Properties panel enables you to view and modify the properties of a selected activity. It provides a mechanism to configure the activity by setting the appropriate properties of that activity based on the context of your process or workflow.
The Expression Editor is available from the Properties panel, and you can find it as part of the fields or properties that require inputting text or from the body of activity. You can pop it up by clicking on the [...] button available at the end of the field or property.
Expression Editor allows expressions to be written in multiple lines. Expression Editor supports C# and VB language expressions. The choice of the language is done during the project creation.
You can utilize Keyboard Shortcuts to create variables from Expression Editor.
|Ctrl + K||Creates a variable of the input field type as required by the activity. If already an expression exists in the field, you can select the existing expression or text and then hit Ctrl + K to create a variable with the selected expression as name|
The Outline panel display process or workflow hierarchy with all available activity nodes. It also highlights the activities in this panel based on the selection done in the Designer panel. You can also go to a specific activity in the Designer panel by selecting it in the Outline panel.
The Output panel enables you to display the output of the process coming through either WriteLog or WriteLine activities. You can use this panel to troubleshoot the process before it is published to Control Room and executed by Buddies.
The Error List panel displays errors found in the process or workflow during the validation process. Double-clicking on the error will enable the Designer panel to show the corresponding activity for quicker resolution.
The Variables panel enables you to create variables and make changes to them.
|Name||The name of your variable. By default, a name will be generated automatically, but you can override it by editing the autogenerated name.|
|Variable type||Enables you to chose the type of your variable. The drop-down has following options:|
This is a mandatory field.
|Scope||The scope of this variable. By default, they are available for the entire project.|
This is a mandatory field
|Default||This is an optional field. You can specify default value for this variable.|
|Delete||Delete this variable|
|Add Annotation||Add an annotation to the selected variable|
|Edit Annotation||Edit the annotation added to the selected variable|
|Delete Annotation||Delete an existing annotation to the selected variable|
The Arguments panel enables you to create arguments and make changes to them.
The following table describes the properties available for arguments.
|Name||The name of your argument. By default, a name will be generated automatically, but you can override it by editing the autogenerated name.|
|Direction||Select the direction of your argument. You can select from the following options:|
|Argument type||Enables you to chose the type of your argument. The drop-down has following options:|
This is a mandatory field.
|Default||This is an optional field. You can specify default value for this argument.|
|Delete||Delete this argument|
|Add Annotation||Add an annotation to the selected argument|
|Edit Annotation||Edit the annotation added to the selected argument|
|Delete Annotation||Delete an existing annotation to the selected argument|
You can view all the namespaces available as part of this project and also add a new Namespace to the list from the Imports panel.
In order to add a new namespace, you can type in the namespace in the Enter or Select namespace text box available at the top of this panel. It will bring in the namespaces as and when you type in this text box. You can select the required namespace and press the Enter key to import that namespace to your project.
The Project Explorer panel lists all the workflow XAML files used as part of this project. It will also list all the related resource files used as part of this project.
The table below describes the contents of the Project Explorer panel and the functions associated with them.
|Properties||You can modify project properties by double-clicking on this content type|
|References||You can add new assembly references to be used as part of this project through right-click context menu options|
|Enterprise Variables||You can add a new Enterprise Variable or an existing one to be used as part of this project from here.|
|Workflow files||You can view the list of workflow (XAML) files used as part of this project. You can double-click to open the corresponding workflow in the Designer panel|