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Apart from the three first columns, columns in the table represent fields of Default and Per Workflow type. See Workflow Properties for further information about the field types.

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Different icons that can appear in the workflow table:

Icon

Description

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Workflow is not yet validated

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Workflow is valid and runnable

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Workflow is invalid

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The cell is invalid.

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The field contains an External Reference.

The order of table rows can be switched to not ordered, ascending or descending by clicking on the header one or multiple times.

Info

Info!

Number fields will be numerically ordered and other fields will be ordered alphabetically.

If External References are used, ordering will be done alphabetically by External Reference name. If the column is for a number field, numbers will be numerically ordered and separately grouped from the alphabetically ordered External References cells.

Table Toolbar

The workflow table toolbar presents you with options to manipulate each workflow and any data within the rows. The following are the buttons found on the bar:

With no workflows selected

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Option

Description

Add workflow

Creates a new workflow by adding a row into the workflow table. The button opens the Add Workflow dialog and allows you to rename the workflow. If you have set some of the agent configuration to be configurable per workflow in the Workflow Properties then you will be able to configure those fields.

Export

Opens an export dialog where you select and save workflow configurations in a file. With this export file you transfer and update workflow table data either on your current machine or on a different client. The export file can be created in the following format:

  • .csv

The .csv export file contains a header row, comma (,) delimited fields, and text values that are delimited by a quotation mark (").

Exported fields that contain profiles are given a unique string identifier. The ID and Name fields are exported as well.

In the export file, External References are enclosed in braces ({}) and preceded by a dollar symbol ($), for example ${OUTPUT_DIR}. For further information see External Reference Profile.

Import

Opens an import dialog where you can import an exported file. This file might contain, for example, data that has been saved in the workflow table, locally or on a different client. This command supports the following file format:

  • .csv

Selecting Keep old workflows will result in the contents of the file being appended into the workflow table.

Selecting Save before import will save the workflow configuration before proceeding with the import. This is so you can rollback to the previous version in case the import goes wrong.

Importing a table may result in any of the following scenarios:

  1. If the ID number of the imported workflow (a table row), is identical to the ID number of one of the rows that are already in the table, the imported entry overwrites the existing one.

  2. If the ID number of the imported workflow is -1, the imported entry is added to the bottom of the table.

    Note
    titleNote!

    The system keeps track of the number of rows that are added to the workflow table using a row counter. If the row counter number is 98, and the imported Workflow's ID is -1, the imported workflow is stored with 99 as the ID number


  3. If the ID number of the imported workflow does not exist in the table and is not equal to -1, the imported entry is added to the table. The ID number remains the same number as it was in the import file.

With one workflow selected

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Option

Description

Clear selection(s)

Clears the currently selected row so that it is not selected anymore.

Edit

Opens the Edit Workflow dialog where you are able to edit the agent configuration field values that have been set to be configurable per workflow. For more on what per workflow is, refer to Workflow Properties.

Delete

Removes the entire workflow and all configurations associated with the selected row. If removed, the ID number of that workflow will never again return within that workflow configuration.

Validation Message

Opens an Information dialog where a message regarding the validity of the template, workflow, and cell is shown.

With many workflows selected

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Option

Description

Clear selection(s)

Clears all currently selected row(s).

Delete

Removes the entire workflow and all configurations associated with the selected rows. If removed, the ID number of that workflow will never again return within that workflow configuration.

Right-Click Menu


Item

Description

Edit

Opens the Edit Workflow dialog where you are able to edit the agent configuration field values that have been set to be configurable per workflow. For more on what per workflow is, refer to Workflow Properties.

Delete

Removes the entire Workflow that is associated with the selected row. If removed, the ID number of that workflow will never again return within that workflow configuration. To remove more than one workflow, select all the relevant rows.

Validation Message

Opens an Information dialog where a message regarding the validity of the template, workflow, and cell is shown.