Workflow user interface

When you open Workflow from the TotalAgility Studio or use the direct URL, the following is the default web page that loads.

Quick Workflow Home page

See TotalAgility Studio User Interface for a description of elements.

When you already have existing workflows, the following is the initial view of Workflow.Quick Workflow Home page with existing data

The Create new workflow button is replaced by the New button and is available next to the Refresh button.

The following details appear for each workflow:

New

Select this button to create a new RPA workflow.

Name

The name of the workflow. Select the name link to open the workflow.

Locked by

Displays the username of the person who has locked the workflow.

Last modified by

Displays who last modified the workflow.

Last modified date

Displays the date when the workflow was last modified.

Version

Displays the version number of the workflow.

context menu

This menu has the following options to manage the selected workflow:

Edit

Opens the workflow for editing. This is the same as selecting the Name of the workflow.

Delete

Deletes the selected workflow. You are asked to confirm the deletion to ensure that you do not accidentally delete the workflow

Unlock

When a workflow is released, it is locked by default, preventing other users from making changes. This setting enables you to unlock a workflow for editing.

Associations

Opens the Associations window that displays the list of associations for the selected workflow. Associations help you decide the impact of changes.

This window is empty if there are no associations for the selected workflow.