Orchestrator
latest
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- About the Tenant Context
- Searching for Resources in a Tenant
- Managing Robots
- Connecting Robots to Orchestrator
- Storing Robot Credentials in CyberArk
- Storing Unattended Robot Passwords in Azure Key Vault (read-only)
- Storing Unattended Robot Credentials in HashiCorp Vault (read-only)
- Storing Unattended Robot Credentials in AWS Secrets Manager (read Only)
- Deleting Disconnected and Unresponsive Unattended Sessions
- Robot Authentication
- Robot Authentication With Client Credentials
- Audit
- Settings
Orchestrator User Guide
Last updated Nov 28, 2023
Managing Transactions
Displaying Transactions
In the Queues page, click More Actions > View Transactions. The Transactions page is displayed, containing only the items from the indicated queue.
Displaying the Transaction Details Window
To view the Transaction Details window, click More Actions > View Details for a specific transaction.
Managing Comments on Transactions
Adding Comments
Editing Comments
- Click the corresponding More Actions button and select Edit.
- Make the necessary changes and click Save Comment. Your modifications are saved.
Removing Comments
- Click the corresponding More Actions button.
- Click Remove. The comment is deleted.
Assigning a Reviewer
To assign a reviewer to a failed or abandoned transaction item:
- Hover over it and click More Actions > Assign Reviewer. The Assign Reviewer window is displayed.
- Select a user in the Reviewer field. The user you choose must have access to the currently selected folder, as well as the Transactions - View and Transactions - Edit permissions.
- Click Assign. The reviewer is saved and the action can be seen in the History tab. The reviewer is also displayed in the Transaction window.
Alternatively, to assign a reviewer to multiple items:
- Select multiple failed or abandoned items, and click Assign Reviewer. The Assign Reviewer window is displayed.
- Select a user in the Reviewer field. Please note that if you are using folders, you can only see the users assigned to the currently selected folder.
- Click Assign. The reviewer is saved and the action can be seen in the History tab of all the selected items. The reviewer is also displayed in the Transaction window.
Clearing the Reviewer
- Hover over a transaction item that has a reviewer assigned, and click More Actions > Assign Reviewer. The Assign Reviewer window is displayed.
- Clear the Reviewer field.
- Click Assign. The item is updated and the reviewer is no longer displayed.
Alternatively, to clear the reviewer from multiple items:
- Select multiple items that have a reviewer, and click Assign Reviewer. The Assign Reviewer window is displayed.
- Clear the user in the Reviewer field.
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Click Assign. The item is updated and the reviewer is no longer displayed.
Note: The reviewer cannot be changed after the revision status of the assigned transaction item was modified to either In Review,Mark as Verified,Retry Items or Remove.
Exporting Transactions
- Open the Transactions page for the desired queue.
- Click Export. Note that a new .csv file containing your transactions has been downloaded to the default downloads location set in your browser.