Process details

All instances view

When you select a specific process from the Processes table, a table of all instances for that process appears. Additionally, you can view a diagram representing the process model by selecting a single version in the table.

Roles and permissions

The processes in this view are based on the permissions you have as a user in Orchestrator, more specifically:

• a folder permission for jobs view, or you can use the predefined Automation User folder role.
• a tenant permission for packages view, or you can use the predefined Allow to be Automation User tenant role.

Single instance view

When you select a single instance from the All instances view, a diagram showing the execution status of each step appears. This diagram is accompanied by the instance execution trail and information about variables and action history. The execution trail illustrates each step in the instance’s execution. The instance view allows you to see the entire Execution Trail, Action History, and set of Global Variables. When you select a specific step, that step is highlighted in blue on the diagram, and detailed information such as the step ID, step label, execution duration, and input/output variables is available to view.

Managing an instance

You can also manage the instance, including pause, resume, retry, cancel, and migrate. When you perform one of these actions, there is a comment section where you can log additional details. These comments are then shown in the action history section.

Pause

Performing pause on an instance pauses the execution after all currently running steps have completed.

Resume

Performing resume on an instance will resume the execution.

Retry

Performing retry on an instance restarts all the current activities in the workflow from the last completed step. Typically this is done after editing a variable or updating something in an external system for a faulted instance.

Migrate

Performing the migrate action on an instance upgrades it to a different version of the process. This allows you to update the instance with the latest logic and configurations from the target version.

Cancel

Performing the cancel action on an instance will stop all current activities and terminate their progress in the agentic process. This action is irreversible.