orchestrator
2023.10
false
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Orchestrator User Guide
Automation CloudAutomation Cloud Public SectorAutomation SuiteStandalone
Last updated Oct 17, 2024

About the Folders Context

Select any available folder from the sidebar menu to view and manage that folder's entities from the folder context.

The selected folder's name is displayed in the breadcrumbs, and clicking it takes you back to the Home tab.

Top Navigation Menu

The following items are available in the top navigation menu:



Tab

Description

Home

Offers an overview of entities and activity on a per-folder basis.

Automations

Contains the following tabs:

Monitoring

Contains the following tabs:

Queues

Contains the following tabs:

Assets

View and manage Assets for the current folder.

Storage Buckets

View and manage Storage Buckets for the current folder.

Testing

Contains the following tabs:

Settings

Contains the following tabs:

  • Manage Access - Display the accounts currently assigned to this folder, and assign others.
  • Machines - Display the machine templates currently assigned to this folder, and assign others.

Folder Contextual Menu

Each folder in the folder tree has its own available options, that can be accessed by clicking the three-dot icon on the desired folder. These differ as follows:

For parent folders that you are assigned to, these options are grouped under the Actions and Folder management categories:



For restricted folders, which are parent folders that you are not assigned to, but that contain at least one subfolder that you are assigned to, only Folder management options are displayed:



  • Action

    Description

    Add

    Select whether to create a new Process,Trigger,Queue,Asset,Bucket, or TestSet.

    Link resources

    Select an Asset, a Queue, or a Bucket to link to this folder.

    Start Job

    Open the Start Job page in the Automations menu.

    Create subfolder

    Create a subfolder under the current folder.

    Edit

    Edit the current folder.

    Move

    Move the current folder.

    Settings

    Choose to Assign users or to Assign machines to this folder.

    Delete

    Delete the current folder and its contents.

  • Top Navigation Menu
  • Folder Contextual Menu

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