Orchestrator Workspace#

Common Actions on the Orchestrator Screen#

The table below lists common actions across all screens using the “Robots” screen as an example:

Differences in some screens will be provided in the corresponding sections.

No.	Interface Element	Description
1.	“Show items” field	Allows you to select the number of displayed groups of items on one page (10/25/50).
2.	“Create” button	Allows you to create a new group of items.
3.	“Refresh” button	Allows you to refresh the list of groups of items.
4.	“Add to Groups” button	Allows you to add an item to a group.
5.	“Remove from Group” button	Allows you to remove the selected item from the group.
6.	“Delete Selected” button	Allows you to delete selected items.
7.	“Import from CSV” button	Allows you to import groups of items from a CSV file. Note: if you specify GUIDs in the records in the file when importing from a CSV file, the current object will be edited instead of creating a new one (with the specified GUID). This is done to allow bulk changes to objects. Accordingly, to create new objects during import (for example, for importing into another account), the guid field in the import file should be left empty.
8.	“Export to CSV” button	Allows you to export selected groups of items to a CSV file.
9.	“Export to XLSX” button	Allows you to export selected groups of items to an XLSX file.
10.	toggle	Allows you to expand/collapse item groupings.
11.	icon	Allows you to call a pop-up menu for editing the column:
12.	“Name” column	Name of the group of items.
13.	“Status” column	Status of the group of items.
14.	“Type” column	Type of the group of items.
15.	“Description” column	Brief description of the group of items.
12.	button	Allows you to change the description of the selected item.
13.	button	Allows you to delete the selected item.
14.		Navigation through pages.

Actions with Table Data on Orchestrator Screens#

Actions with table data are the same across all screens:

changing the order of columns;
sorting;
configuring column display;
filtering;
configuring column visibility.

Changing the Order of Columns#

To change the order of columns, you need to hold down the left mouse button on the selected column and move it.

Sorting#

To perform sorting, you need to click the left mouse button on the name of the desired column, after which an arrow will appear next to the name:

If the arrow points up, the data is sorted in ascending order; if down, then in descending order. For text columns, sorting occurs in alphabetical order. For date-type columns, sorting occurs by date.

Configuring Column Display#

To access column display settings, you need to click on the icon , after which a pop-up menu will appear:

This option allows:

"Pin column" – pin the selected column:

"Pin Left" – pin the selected column to the left;
"Pin Right" – pin the selected column to the right;
"No Pin" – do not pin the selected column.

"Autosize This Column" – set the automatic size for the selected column;
"Autosize All Columns" – set the automatic size for all columns in the table;
"Reset Columns" – clear the display settings for the selected column;
"Expand all" – simultaneously expand all hidden groups of items;
"Close all" – simultaneously collapse all expanded groups of items.

Filtering Columns#

To filter the contents of the items table or the groups of items table, you need to click the button and in the opened window select the tab:

The filter allows you to keep only certain rows in the table based on their names in the results, temporarily disabling the others.

Configuring View Visibility#

To configure column visibility, you need to click on the icon and in the opened window select the tab:

In this tab, you can choose which columns of the table will be displayed in the results.