Overview
Automation Studio provides an all-in-one interface to view and modify workflows, forms, and various templates. To access the application, select Automation Studio in the left navbar from the IAP homepage and the main Quick Start page for Automation Studio will display.
Figure 1: IAP Home
Quick Start
From the Quick Start view in Automation Studio, you can search for an existing workflow, as well as create a new workflow and import a workflow. In the left navbar there are toolbar and menu controls to view a collection list of workflows, forms, templates, and transformations.
Figure 2: Quick Start
| Label | UI Element | Function |
|---|---|---|
| 1 | Quick Start | Contains links to important tools within Automation Studio such as finding a workflow, creating and importing a workflow, and searching IAP product documentation. |
| 2 | Toolbar | Icons for completing quick actions from anywhere within Automation Studio. These icons (from left to right) are: Create, IAP homepage, Search, Import, and View Documentation. |
| 3 | Collections | Open the accordion menus in the sidebar to display a list of Automation Studio items in a corresponding collection. Users can also search for items within a collection. |
| 4 | Sidebar Controls | Allows for compact and extended views of the sidebar. Helpful when more room is needed for displaying content or exploring the sidebar. |
Collections
The Collection view in Automation Studio displays a list of workflows, forms, templates and transformations deployed across a system. To access this view, click the search icon (magnifying glass) from the Quick Start page and a new dialog window opens. The Collection view displays all of the items in a collection as cards with timestamp and user information relevant to the collection item displayed within the card.
Figure 3: Collection View
| Label | UI Element | Function |
|---|---|---|
| 1 | Collection Tabs | Allows the user to switch to a different collection view. |
| 2 | Toolbar | Icons (from left to right) for completing quick actions: Refresh, Import, Select All, Delete, and Export. |
| 3 | Search and Filter | Use the search bar to search for items in the collection based on filter settings. Filter the results using the sort icon to the right of the search bar. |
| 4 | Sort and Sort By | Use the icon to sort the items in the collection based on the selected field value in the dropdown (Name, Date Created, Last Modified, and Tags). |
| 5 | Select | Click the button to select the item for deletion or export. |
| 6 | Card Options | Click the icon (ellipsis) for additional card actions: Edit, Run, Clone, Delete and Export. |
| 7 | Pagination | Used to show the total number of discrete pages and to page through a collection. Also used to set how many items to show if there are too many in a collection. |
Card Options
When you click the ellipsis icon in the lower-right corner of a card, a new dialog opens that allows you to edit metadata, run an imported item, copy (clone) a selected item, remove (delete) an item, or select an item to export.
Figure 4: Edit Collection
