Search

Find available processes.

Recent

Displays the list of the last 3 run processes.

Processes

Displays the list of processes available to the user.
When a process is selected, it stays highlighted in the list.

Run

Starts the corresponding process.

Pause

Pauses the corresponding process.
This button is displayed only when a process is already running.
It can be disabled for a process from Studio.

Stop

Tries to cancel the corresponding process, and if it does not succeed, it terminates it.
This button is displayed only when a process is already running.

Install

This button is displayed only when a process exists in the Orchestrator feed, or locally in the %ProgramData%\UiPath\Packages folder, but not in the %userprofile%\.nuget\packages one.
Downloads and adds a given process to the %userprofile%\.nuget\packages folder. Only automation processes that are in this folder can be executed directly from the tray.

Refresh

Refreshes the list of available processes.

Preferences - The icon represents the logged in user's credentials.

Opens the Preferences menu. It can also be accessed by right-clicking the Robot tray icon. The following functionalities are available:
Preferences - opens the Assistant Settings window, so that you can configure global keyboard shortcuts to pause/resume and stop processes, set the language, change the theme and configure how the processes are displayed.
Help - opens the Robot Documentation Guide.
Sign Out or Sign In - sends the command to connect or disconnect the robot from Orchestrator.
Quit - closes UiPath Assistant.

Robot

The place where you can name and choose an image for your Robot.

Launchpad

The place where you can arrange your favorite processes individually or in groups.

Theme

Enables you to change the theme for UiPath Assistant.

Language

Enables you to change the interface language of UiPath Assistant and Studio.

Zoom

Allows you to increase or decrease the size of the content in the UiPath Assistant.

Processes List

Group by folder - this toggle organizes the processes in groups (Orchestrator folders or Widgets) on the home page. not available for offline users.
Show in Windows Start Menu - enable this to make the processes available in the UiPath Assistant available in the Windows Start Menu.

Company Policy

Displays the company policy deployed.

Version

Provides information about the UiPath Assistant and Operating System version.

Process Name

An available process for which you can set a keyboard shortcut to start it.

Add Shortcut

Allows you to configure a global keyboard shortcut to start the corresponding process.

Pause/Resume

Allows you to configure a global keyboard shortcut which pauses or resumes the execution of the currently running process.

Stop

Allows you to configure a global keyboard shortcut which stops the currently running process.

Connection Type

The connection type to Orchestrator has two options: Service URL (for Interactive Sign In) or Machine Key

Machine Name

The name of the machine on which the Robot is installed. It is automatically filled in. It needs to be between 1 and 15 characters. If the machine name is longer than 16 characters, then it appears truncated in the Orchestrator Settings window. For example, if your machine name is WORKSTATIONWIN7_01 it appears as WORKSTATIONWIN7 in the Orchestrator Settings window. The following characters are not supported:
Backslash \
Slash mark /
Colon :
Asterisk *
Question mark ?
Quotation mark "
Less than sign <
Greater than sign >
Vertical bar |

Please note that full stop . is a supported character, but the Machine Name cannot start with it. Some computer names are reserved by default. You can find out more about NetBIOS computer names and limitations on this page.

Service URL

The URL used to connect to your Orchestrator instance when Interactive Sign In is used.

Orchestrator URL

The URL of your Orchestrator instance, such as https://platform.uipath.com/. The URL is saved in a drop-down menu so that next time you connect to Orchestrator you only need to select the target URL.

Machine Key

The Machine key copied from the Provision Robot window in Orchestrator. The key is saved. Next time you select the Orchestrator URL to connect to this field is automatically filled in with the corresponding key.

Client ID

The client ID refers to the robot identifier part of the client ID - client secret pair. This is generated in Orchestrator as described here.

Client Secret

The client secret refers to the authorization part of the client ID - client secret pair. This is generated in Orchestrator as described here.

Sign In

Initiates the authentication process when Interactive Sign In is used.

Sign Out

Logs you out from Orchestrator and disconnects the Robot.

Connect

Enables you to connect the Robot to Orchestrator. This button is not available if the Robot is already connected to Orchestrator or if all the required fields are not filled in properly.

Disconnect

Enables you to disconnect the Robot from Orchestrator. This button is available only if the Robot is connected to Orchestrator.

Robot Logging

The level at which the Robot should log information. The following levels are available: Verbose, Trace, Information, Warning, Error, Critical, and Off.

Status

Informs you about the Robot's connection to Orchestrator. It can have the following values:
Connected, licensed
Connected, unlicensed
Robot unavailable

Close

Closes the Orchestrator Settings window.