The "Object groups" section is intended for viewing, creating and modifying object groups.

The section provides a separate tab for each type of object groups (hosts, robots, etc.).

One object can be in only one place: either in a group or in the tenant itself (see the "Tenant objects" section). And you cannot add the same object to several groups at once, it can only be in one group.

"Hosts" tab

The tab is available:

  • Creating a new host group using the "Create host group" button
  • Viewing the list of created host groups
  • Viewing the card of a host group by clicking on the group name
  • Deleting a host group by clicking on the "Delete" button

Description of host group table

Column name / button name

Description

"Group" columnName of the host group.
DescriptionDescription of the host group.

"Delete group" button

Button for deleting a host group. If you press this button, a window appears to confirm the deletion of the group.

You cannot delete a machine group until all hosts have been deleted from it.

Creating a host group

  1. To add a host group, follow the steps:

2. Enter the group name and description in the appropriate fields. The name must be unique.

3. Click the "Create" button to confirm the group creation. Or click the "Cancel" button if you decide not to create a group.

4. When you click on "Create", the window will be closed and the host group will be added to the table.

Group card, "Hosts" tab

In the card, the Host tab allows you:

  • Viewing the list of hosts added to this group
  • Adding a host to the group
  • Deleting a host from the group

Description of the hosts table

The table contains the list of host accounts (server or personal computer) that are added to the group.

Column name / button name

Description

"Host" columnName of the host and its IP address.
"Account" columnThe name of the host account.

"Delete from group" button

Button for deleting a host account from a group. If you press this button, a window appears to confirm the deletion:

Once deleted from a group, the account will be moved to the current tenant, and will be available to all users of that tenant.

Adding a host to a group

To add a host account to a group, follow the steps:

  1. Click on the "Add host" button. The " Add host to group" window will open:
  2. From the Machine dropdown list, select the host whose account you want to add to the group. The list only shows hosts that still have accounts without a group; however, these accounts have already been added to the current tenant.
  3. In the Account dropdown list, select the host account. Only accounts that have been added to the current tenant, but are not in the host groups, will be displayed in the list.
  4. Click on the "Add" button to confirm the selection. Or click on the "Cancel" button if you decide not to add the host to the group.

  5. When you click on "Add", the window will be closed and the selected host account(s) will be added to the group.

You can also click on the "Add and select next" button if you want to add the account(s) of the selected host, and continue adding accounts for other hosts.

Group card, "Parameters" tab

The tab is intended for viewing and editing the group parameters - its name and description.


To change the parameters of the group you should perform the steps:

  1. Click on the "Edit" button. After pressing it all fields will become editable:
  2. Make the necessary adjustments.

  3. Click on the "Save" button to confirm the changes made. Or click the "Cancel" button if you decide not to apply the changes.  In any case, the tab of the group card will be switched to the reading mode again.

"Robot projects" tab

The tab is available for:

  • Creating a new robot project group by clicking the "Create robot project group" button
  • Viewing the list of created robot project groups
  • Viewing the robot project group card by clicking on the group name
  • Deleting a robot project group by clicking on the "Delete" button

Description of the table of robot project groups

The table contains a list of robot project groups, the data about which have been added to the platform database.

Column name/button name

Description

"Group" column

The name of the robot project group.
"Description" columnThe description of the robot project group.

"Delete group" button

Button for deleting a robot project group. When you click this button, a window appears to confirm the deletion of the group.

You cannot delete a robot project group until all robot projects have been deleted from it

Creating a group of robot projects

To add a group of robot projects, you need to follow the steps:

  1. Click on the "Create robot projects group" button. The "Create robot projects group" window opens:
     
  2. Enter the group name and description in the appropriate fields. The name must be unique.

  3. Click the "Create" button to confirm the group creation. Or click the "Cancel" button if you decide not to create the group.

  4. When you click on "Create", the window will be closed and the robot project group will be added to the table.

Group card, "Robot projects" tab

In the card on the "Robot projects" tab are available:

  • Viewing the tab
  • Adding a robot project to a group
  • Deleting a robot project from a group

Description of the table of robot projects

The table contains a list of robot projects, their description and properties.

Column name/button name

Description

"Robot project" columnThe name of the robot project.

"Robot description" button

When clicked, a modal window opens with the name of the robot project and its description.
"Version" column

The version of the robot project.
If a robot project has several versions, each of them is located on a separate row in the table. All versions are always displayed in the order of their publication - from the newest (top) to the oldest (bottom). The list of versions can be minimized or expanded using the  or  button. If a robot project has only one version, this button is missing.

Next to the version, there is an indicator that shows whether the host account needs a GUI to run this version of the robot project. If it is displayed then the GUI is required; if  it is not required.

"Delete from group" button

Button for deleting a robot project from a group of robot projects. If you click this button, a window appears to confirm the deletion of the robot project.

After deletion from a group, the robot project will be moved to the current tenant, and will be available to all users of that tenant.

Adding a robot project to a group

To add a robot project to a group, follow the steps:

  1. Click on the "Add robot project" button: The "Add robot project to group" window opens:
  2. In the Robot project drop-down list, select the project that you want to add to the group. In this case, the list shows only those projects that are published in the current tenant, but they are not in the robot project groups.
  3. Click the "Add" button to confirm the selection. Or click on the "Cancel" button if you decide not to add the project to the group.

  4. When you click on "Add", the window will be closed and the selected project(s) will be added to the group. All versions of the selected robot project will be moved to the group.

Group card, "Parameters" tab

The tab is intended for viewing and editing the group parameters - its name and description.


To change the parameters of the group you should perform the steps:

  1. Click on the "Edit" button. After pressing it all fields will become editable:
  2. Make the necessary adjustments.

  3. Click on the "Save" button to confirm the changes made. Or click the "Cancel" button if you decide not to apply the changes.  In any case, the tab of the group card will be switched to the reading mode again.

"Robots" tab

The tab is available for:

  • Creating a new robot group by clicking the "Create robot group" button
  • Viewing the list of created robot groups
  • Viewing the robot group card by clicking on the group name
  • Deleting a robot group by clicking on the "Delete" button

Description of the robot group table

The table contains a list of robot groups whose data has been added to the platform database.

Column name/button name

Description

"Group" columnThe name of the robot group.
"Description" columnThe description of the robot group.

"Delete group" button

The button to delete a group of robots. If you click this button, a window appears to confirm the deletion of the group.

You cannot delete a robot group until all robots have been deleted from it

Creating a group of robots

To add a robot group, you need to follow the steps:

  1. Click on the "Create a robot group" button. The "Create robot group" window opens:

   

2. Enter the group name and description in the appropriate fields. The name must be unique.

3. Click the "Create" button to confirm the group creation. Or click the "Cancel" button if you decide not to create a group.

4. When you click on "Create", the window will be closed and the robot group will be added to the table.

Group card, "Robots" tab

In the card, the Robots tab allows you:

  • Viewing the tab
  • Adding a robot to a group
  • Deleting a robot from a group

Description of the robot table

The table contains a list of robots, their descriptions and properties.

Column name/button name

Description

"Robot" columnName of the robot.

"Robot description" button 

A modal window with the name of the robot and its description is opened as soon as you click on it.
"Version" column

The version of the robot.
If the robot has several versions, each of them is located on a separate row in the table. All versions are always displayed in the order of their publication - from the newest (top) to the oldest (bottom). The list of versions can be minimized or expanded using the  or button. If the robot has only one version, this button is missing.

Next to the version, there is an indicator that shows whether the host account needs a GUI to run this version of the robot. If it  is displayed, then the GUI is required; if then it is not required.

"Remove from group" button

Button to remove a robot from a group of robots. If you press this button, a window appears to confirm the deletion of the robot.

After deletion from a group, the robot will be moved to the current tenant, and will be available to all users of that tenant.

Adding a robot to a group

To add a group of robots, follow the steps:

  1. Click on the "Add a robot" button. The "Add robot to group" window will open:
  2. In the "Robot" drop-down list, select the robot you want to add to the group. Only those robots that are published in the current tenant but are not in the robot groups are displayed in the list.
  3. Click the "Add" button to confirm your selection. Or click on the "Cancel" button if you decide not to add the robot to the group.

  4. When you click the "Add", the window will be closed and the selected robot(s) will be added to the group. All versions of the selected robot(s) will be moved to the group.

Group card, "Parameters" tab

The tab is intended for viewing and editing parameters of the group - its name and description.


To change the parameters of the group, follow the steps:

  1. Click on the "Edit" button. After pressing it all fields will become editable:
  2. Make the necessary adjustments.

  3. Click on the "Save" button to confirm the changes made. Or click the "Cancel" button if you decide not to apply the changes.  In any case, the tab of the group card will be switched back to the reading mode.

"Processes" tab

The tab is available for:

  • Creating a new process group by clicking the "Create Process Group" button
  • Viewing the list of created process groups
  • Viewing the process group card by clicking on the group name
  • Deleting a process group by pressing the "Delete" button

Description of the process groups table

The table contains the list of process groups, the data about which are added to the platform database.

Column name/button name

Description

"Group" columnThe name of the process group.
"Description" columnThe description of the process group.

"Delete group" button

The button for deleting a group of processes. If you press this button, a window appears to confirm the deletion of the group.

You cannot delete a process group until all processes have been deleted from it.

Creating a process group

To add a process group you should follow the steps:

  1. Click on the "Create process group" button. The "Create process group" window will open:
  2. Enter the group name and description in the appropriate fields. The name must be unique.

  3. Click the "Create" button to confirm the group creation. Or click on the "Cancel" button if you decide not to create the group.

  4. When you click on "Create", the window will be closed and the process group will be added to the table.

Group card, "Processes" tab

In the card, the Processes tab allows you:

  • Viewing the tab
  • Adding a process to a group
  • Deleting a process from a group

Description of the processes table

The table contains the list of processes, their description and properties.

Column name/button name

Description

"Process" columnThe name of the process.
"Version" column

The version of the process.

If a process has several versions, each of them is located on a separate row in the table. All versions are always displayed in the order of their publication - from the newest (top) to the oldest (bottom). The list of versions can be collapsed or expanded using the  or button. If a process has only one version, this button is not available.

"Delete from group" button

This button is used to delete a process from a process group. If you press this button, a confirmation window appears to confirm the deletion of the process.

After deletion from the group, the process will be moved to the current tenant and will be available to all users of that tenant.

Adding a process to a group

To add a process group, follow the steps:

  1. Click on the "Add process" button. The "Add process to group" window will open:
  2. In the drop-down list in the Process field, select the process to be added to the group.  Only those processes that are added to the current tenant but are not in the process groups are displayed in the list.
  3. Click the "Add" button to confirm the selection. Or click on the "Cancel" button if you decide not to add the process to the group.

  4. When you click on "Add", the window will be closed and the selected process(es) will be added to the group.  All versions of the selected process will be moved to the group.

Group card, "Parameters" tab

The tab is intended for viewing and editing the parameters of the group - its name and description.

To change the parameters of a group, you should perform the following steps:

  1. Click on the "Edit" button. After pressing it, all fields will become editable:
  2. Make the necessary adjustments.

  3. Click on the "Save" button to confirm the changes made. Or click the "Cancel" button if you decide not to apply the changes.  In any case, the tab of the group card will be switched to the reading mode again.

"Screen forms" tab 

The tab is available for:

  • Creating a new group of screen forms by clicking the "Create a group of screen forms" button
  • Viewing the list of created groups of screen forms
  • Viewing the card of a group of screen forms by clicking on the group name
  • Deleting a group of screen forms by pressing the "Delete" button

Description of the table of screen forms groups

The table contains the list of groups of screen forms, the data about which are added to the platform database.

Column name/button name

Description

"Group" columnName of the group of screen forms.
"Description" columnDescription of the group of screen forms.

"Delete group" button

The button for deleting a group of screen forms. When you click this button, a window appears to confirm the deletion of the group.

You cannot delete a group of screen forms until all screen forms have been deleted from it.

Creating a group of screen forms

To add a group of screen forms you should follow the steps:

  1. Click on the "Create screen forms group" button. The "Create screen forms group" window will open: 
  2. Enter the group name and description in the appropriate fields. The name must be unique.

  3. Click the "Create" button to confirm the group creation. Or click the "Cancel" button if you decide not to create the group.

  4. If you click on "Create", the window will be closed and the group will be added to the table.

Group card, "Screen forms" tab

In the card, the "Screen Forms" tab is available for:

  • Viewing the tab
  • Adding a screen form to a group
  • Deleting a screen form from a group

Description of the table of screen forms

The table contains the list of screen forms, their description and properties.

Column name/button name

Description

"Screen form" column
Name of the screen form.
"Version" column

If a screen form has several versions, each of them is located on a separate row in the table. All versions are always displayed in the order of their publication - from the newest (top) to the oldest (bottom). The list of versions can be minimized or expanded using the  or button. If the screen form has only one version, this button is missing.

"Delete from group" button

The button for deleting a screen form from a group. When you press this button, a window appears with confirmation of the deletion of the SF.

Once deleted from a group, the screen form will be moved to the current tenant, and will be available to all users of that tenant.

Adding a screen form to a group

To add a screen form to a group of screen forms, follow the steps:

  1. Click on the "Add a screen form" button. The "Add screen form to group" window opens:
  2. In the drop-down list in the "Screen form" field, select the SF you want to add to the group. In this case, the list displays only those screen forms that are published in the current tenant, but they are not in the groups of screen forms. 
  3. Click the "Add" button to confirm your selection. Or click on the "Cancel" button if you decide not to add the screen form to the group.

  4. When you click on "Add", the window will be closed and the selected SFs will be added to the group.  All versions of the selected screen form will be transferred to the group.

Group card, "Parameters" tab

The tab is intended for viewing and editing the parameters of the group - its name and description.

To change the group parameters, you should perform the following steps:

  1. Click on the "Edit" button. After pressing it, all fields will become editable:
  2. Make the necessary adjustments.

  3. Click on the "Save" button to confirm the changes made. Or click the "Cancel" button if you decide not to apply the changes.  In any case, the tab of the group card will be switched to the reading mode again.

  • Нет меток