Storage#

One of the important components in the automation ecosystem is the Storage, which can be considered analogous to popular cloud services: File Bucket or Google Drive. The Storage provides Users and Robots the ability to securely and conveniently save arbitrary files of various sizes and access them.

The "Storage" screen consists of two tables: "Folders" and "Files".

The Storage does not support a multi-level folder structure. The entire structure is two-level: a group of files and files.

"Folders" Table#

The "Folders" table includes the following information:

Column NameDescription
NameContains the name for the folder.
DescriptionMay include information about the contents of the folder.
Access FolderPoints to the Access Folder to which the folder belongs. The Access Folder serves as a means of access control, allowing only those Users whose Roles provide access to interact with the folder. Thus, the Access Folder not only controls who can see and manage the Robot Group but also ensures data security by creating a clear structure of User rights.

Data about each folder in this table can be edited by clicking the checkbox on the left in the desired row, clicking the icon and modifying the fields in the popup form.

Each folder can also be deleted from the Storage by clicking the checkbox on the left in the desired row and then clicking the icon , if deletion is confirmed in the popup window:

Above the "Folders" table are buttons described in the following table:

Button NameDescription
CreateInitiates the process of creating a new folder. When clicked, a form opens where the User can fill in the required fields.
RefreshUsed to refresh the list of folders on the screen.
Delete SelectedDeletes the selected folders from the system. When the button is clicked, a confirmation dialog appears.
Import from CSVAllows the User to import folder data from a CSV file.
Export to CSVAllows the User to export data about existing folders to a CSV file.

"Files" Table#

The "Files" table includes the following information:

Column NameDescription
NameContains the name for the file.
DescriptionMay include information about the contents of the file.
CreatedDate and time the file was created. This field cannot be edited.
ModifiedDate and time the file was last modified. This field cannot be edited.

Data about each file in this table can be edited by clicking the checkbox on the left in the desired row, clicking the icon and modifying the fields in the popup form.

Each file can also be deleted from the Storage by clicking the checkbox on the left in the desired row and then clicking the icon , if deletion is confirmed in the popup window:

If you click the icon (“View”), an online tool will open to view files (formats PDF, TXT, DOCX, XLSX) and familiarize yourself with their contents. For example,

If the “View” icon is light gray , the file cannot be opened for online viewing.

Above the "Files" table are buttons described in the following table:

Button NameDescription
CreateInitiates the process of creating a new file. When clicked, a form opens where the User can fill in the required fields.
RefreshUsed to refresh the list of files on the screen.
DownloadUsed to download the selected files from the list. When clicked, a popup warning appears: and the file is downloaded to the User's personal computer.
Delete SelectedDeletes the selected files from the system. When the button is clicked, a confirmation dialog appears.
Import from CSVAllows the User to import file data from a CSV file.
Export to CSVAllows the User to export data about existing files to a CSV file.

Creating a New Folder#

To create a new folder, you need to click the "Create" button in the "Folders" table and fill out the opened form:

The form contains the following fields:

  • Name - the name of the folder (required).
  • Description - a description of the contents of this folder.
  • Access Folder - the access folder to which the folder belongs.

Creating a New File#

To create a new file, you need to select the folder in the "Folders" table where the new file will be located. If no folder is selected, the Orchestrator will display a warning message:

Next, in the "Files" table, you need to click the "Create" button and fill in the fields in the opened form:

The form contains two tabs: "Main" and "File URL".

The "Main" tab contains the following fields:

  • Name - the name of the file (required).
  • Description - a description of the contents of this file.

Below is the "Select File" button, which allows you to add a file from the selected directory in the Storage via the popup window.

Without a selected file, the entry in the "Files" table will not be saved.

The "File URL" tab contains the "File URL" field, which cannot be changed. After clicking the "OK" button, it will display a link to the file in the Orchestrator's Storage.

Editing a Folder#

To view and edit the properties of a specific folder, you need to select it from the list and click the icon . After that, a form with folder settings will open, where you can make the necessary changes:

In addition to the fields filled out when creating the folder, the form also displays the GUID (unique identifier assigned to the folder after its creation) in the "Record GUID" field. This field cannot be edited.

Editing a File#

To view and edit the properties of a specific file, you need to select it from the list and click the icon . After that, a form with "Main" and "File URL" tabs will open. You can make the necessary changes in the "Main" tab:

In addition to the fields filled out when creating the file, the form also displays the GUID (unique identifier assigned to the file after its creation) in the "Record GUID" field. This field cannot be edited.

In the "File URL" tab, the link to the file in the Orchestrator's Storage is displayed:

When editing the file card, the function to obtain the URL link for downloading the previously uploaded file is also available. To do this, you need to go to the "File URL" tab, copy the file URL, and paste it into the browser's search bar.