Using Automation center

Overview

The Automation center is designed for managing and running workflows. It does not support creating or editing workflows. Unlike the workflow editor, the Automation center dashboard supports manual execution and includes integrated access control.

How it works

Access control

Role-based access control determines whether you can run the workflows and manage panels and tiles. If you have the required permissions, you can:

• Add, edit, or remove panels and tiles.
• Change images, names, and descriptions.

Getting started

In your environment, click Automation center. You must have the required permissions to access this module.

Panels

When you open the Automation center module, you see a list of your existing panels. Panels act as containers for tiles but do not allow any actions to be performed. They become functional when tiles are added.

To locate a specific panel, use the search bar on the main page. Enter the panel’s name or description and the matching results are shown.

To collaborate with others on shared panels, toggle the Include shared panels slider to display panels shared by other users.

Creating a panel

Panel actions

You can edit or delete panels by using the panel's action menu.

Edit panel details

Updates the title, description, or image associated with the panel.

Delete panel

Removes the panel when you confirm the action.

Tiles

Each panel can contain multiple tiles. Tiles are used to run workflows directly from the Automation center dashboard.

To access your tiles, click a panel from the Automation center dashboard. This action opens the panel’s page.

If the panel is newly created, the page is empty.

To locate a specific tile in the Automation center, first click on the relevant panel. Then, use the search bar on the main page to enter the tile’s name or a description and the matching results are shown.

Creating a tile

To create a new tile that runs a workflow from the Automation center dashboard, complete these steps:

1. Click + Create tile.
2. In the Select workflow section, complete these steps:
   1. In the Workflow field, click the folder icon and choose the workflow for your tile. Search for a workflow by name, description, or action block name. Click on the workflow to confirm your selection.
   2. In the Workflow version field, select the one that you want to use:

      Always use latest version

      Runs the most recently saved version of the workflow.

      Use current version

      Locks the tile to the version available at the tile creation time. This version is always used, even if a newer version is created.

      Use specific version

      Select a version from the list of saved versions.

   3. In the Worker group drop-down, select the group that you want to run the workflow. The default group is preselected.
3. Click Next.
4. In the Enter tile information section, complete these steps:
   1. Enter a title.
   2. In the Panel field, select an existing panel from the drop-down menu, or click + to add a new panel.
   3. Optionally, provide a description and upload an image for the tile. The image must be smaller than 100 KB.
5. Click Next.
6. In the Manage input parameters section, configure the input parameters that are used by the workflow.
   1. Create a new authentication.

      If the workflow includes authentication parameters that are not set in the workflow editor, you can create a new authentication by clicking + in the Value field for the authentication parameter.

   2. If you want your tile input parameters to display drop-down lists of values, click Set variable source. You can populate these lists with static or dynamic values. The static values are manually defined, but dynamic values are automatically retrieved by running a separate workflow when the tile is executed. For more information, see Configuring lists of values in tile parameters.
7. Click Create.

Tile actions

You can take the following actions on a tile: open the workflow editor, edit the tile, or delete it. To access these options, click the three-dot menu on the tile.

Open workflow editor

This option opens the workflow that is associated with the selected tile in the workflow editor. In the editor, you can build a new workflow or modify the existing workflow by using different integrations, tools, features, and blocks.

Edit

Use this option to change the information that was provided when you created the tile.

Delete

Use this option to remove the tile from the dashboard. A confirmation is required before the tile is deleted.

Workflow execution

To run a workflow, click the tile that is linked to the workflow. Select the Input and Output tabs to review the workflow and click Run. If the workflow is configured correctly, the system returns a successful output within seconds. The platform displays real-time status messages and a progress bar shows the completion stage. The running time is shown in seconds.

You can exit the Run workflow dialog at any time. To review workflow execution details, go to the Logs page. If the workflow encounters an error, the system displays a failure message. To copy the raw output, click Copy to clipboard.

On the Workflows page, the Active column includes a Tiled status in addition to the Deployed and Scheduled statuses. Hover over the Tiled label to view the tiles that the workflow is associated with.