Default Home Page

After you log in to Action Orchestrator, you are taken to the Action Orchestrator home page, which displays the My Workflows page as a default page. You will be able to traverse to the following pages using the side navigation bar.

Action Orchestrator Home Page

For more information on header and footer, see Suite Admin Dashboard.

When you are logged into Action Orchestrator, you can only view and access the objects which you have permissions. For more information on roles and permissions, see Action Orchestrator Roles.

  1. Workflows: You will be able to switch between My Workflows and Atomic Workflows page. Both the page displays the existing workflows. To create a new workflow click on NEW WORKFLOW tab. This page displays the list of created workflows along with their ready state. You can click on the icons of the workflow home page to perform the following tasks:

    Module Navigation

    Switch back and forth between the Action Orchestrator module and/or the Suite Admin dashboard.

    Bell icon

    When any important Action Orchestrator generated messages are produced, they are listed here. See Suite Admin Dashboard > The Header > Notifications for more details.

    Filter icon


    Allows you filter for the workflows based on the Ready StateCategory Tags, and Owner.

    Order icon

    Sorts the listed workflows based on the Recently modified or Date Created.

    Search icon

    Allows you search for the workflows based on the names.


    Import icon

    Allows you to import workflows from Git repository. For more information, see Git Repositories.

    Dropdown list

    Allows you to select either Run, Delete, Share, View Runs, Change Owner or view Used By details, hover your mouse cursor over the created workflow card and click the dropdown list.


    Favorite icon

    Allows you to add workflows to your favorites, hover your mouse cursor over the created workflow card and click the favorite icon.


    The workflow defines the automation steps (activities), the logic or flow between these steps, and how to flow data from one step to the next. The atomic workflows allows you to group the workflows in a group name under the activities. This helps you to drag and drop the workflows as activities from the customized group name. For more information, see section Configuring Workflows.

    You can view the number of total, draft, validated, published, and favorite workflows on the top of the My Workflow page.

  2. Runs: The Runs page is used to monitor the workflows that are created, paused, cancelled, currently running, verify workflows that have successfully completed, and verify workflows that have failed. For more information, see Runs.

  3. Targets: You will be able to switch between Targets and Target Groups page.

    1. The Targets page displays the list of targets added to the Action Orchestrator with their Display Name (along with the target type), Created ON and Owner information. You can see the target Used by details, delete the added target by performing the Delete action, and Change Owner using the drop down from the Actions column. To add a new target, click on NEW TARGET.

    2. The Target Group page displays the list of target groups added to the Action Orchestrator with their Display Name (along with the target type), Created ON and Owner information. You can see the target Used by details, delete the added target by performing the Delete action, and Change Owner using the drop down from the Actions column. To add a new target group, click on NEW TARGET GROUP.

    A workflow executes an action within some environment. The specifics of the definition of the connection to the environment are encompassed in the target. The target identifies the host/endpoint that an action or workflow will use while executing. For more information, see section Configuring Targets.

  4. Account Keys: The Account Keys page displays the Display Name (along with the account key type), Owner, and Last Modified details. You can see the account key Used by details, delete the added account key by performing the Delete action, and Change Owner using the drop down from the Actions column. To add a new account key, click on ADD ACCOUNT KEY.

    An Account Keys record stores information about the user security context and passes this information to the adapters for activity execution, event monitoring, and some target operations (such as availability monitoring and discovery). Account Keys instances can be shared across targets and workflows. For more information, see section Configuring Account Keys

  5. Variables: You will be able to switch between Global Variables and Variable Types page.

    1. The Global Variables page displays the Display Name (along with the data type), Scope, Value, Owner, and Last Modified details. You can see the variable Used by details, delete the added variable by performing the Delete action, and Change Owner using the drop down from the Actions column. To add a new variable, click on New Variable.

    2. The Variables Types page displays the Display Name (along with the variable type), Defined By, Last Modified By details, Owner, and Last Modified details. You can delete the added variable type by performing the Delete action and Change Owner using the drop down from the Actions column. To add a new variable type, click on New Variable Type.

      The variables feature provides a storage area for information that is used on a regular basis to avoid having to specify the same information in several places. Data stored in a variable can be altered to affect process execution behavior. For more information, see section Configuring Variables

  6. Calendars: The Calendars page displays the Display Name (along with the type), Owner, and Last Modified details. You can delete the Calendars by performing the Delete action and Change Owner using the drop down from the Actions column. Calendars are reusable for schedules within many workflows. For more information, see section Configuring Calendars.

  7. Tasks: The Tasks page displays the Display Name, Status, Priority, Due date, Task Requestor, Task Owner, Task Assignees, Last Modified details. You can Approve or Reject the task by using the dropdown from the Actions column. For more information, see section Configuring Tasks.

  8. Schedules: The Schedules page displays the Display Name (along with the type), Owner, and Last Modified details. You can see the schedules Used by  details, delete the added schedule by performing the Delete action, and Change Owner using the drop down from the Actions column. To add a new schedule, click on New Schedule.

    When defining a process, you can specify when the process will execute. You can execute a process based on a schedule. A schedule specifies one or more times of day, and is combined with a calendar that specifies which days the schedule should initiate the process. For more information, see section Configuring Schedules

  9. Events: The Events page displays the Display Name (along with the type), Target, Owner, and Last Modified details. You can see the event Used by details, delete the added event by performing the Delete action, and Change Owner using the drop down from the Actions column. To add a new event, click on New Event.

    The Action Orchestrator can monitor for events from the environment, and you can specify triggers that initiate workflows when the subscribed event occurs. For more information, see section Configuring Events.

  10. API Documentation: This API Documentation page displays information on the REST APIs used in Action Orchestrator. For more information, see Action Orchestrator API.

  11. Admin: The admin page has the following tabs:

    1. Main Menu: This brings you back to the page from which you accessed the admin page.

    2. Roles: The Roles page displays Name, Description, Role Type, and OWNER. You can Edit and Change Owner using the drop down from the Actions column. Roles are a collection of permissions. Each permission pairs a set of operations that can be performed over some set of objects. A user assignment gives end users the ability to perform the role. Access rights include Create, View, Update, Delete, Run, and so forth. Objects are Action Orchestrator workflows, targets, account keys, variables, and so forth. For more information, see section Action Orchestrator Roles.

    3. Integrations: The Action Orchestrator provides integrations with various technologies and can integrate with repositories such as Git Repositories, see section Integrations.

    4. Schemas: The Action Orchestrator User Interface is completely driven by schema definitions of object types. Each object type has its own schema definition. Each object type’s schema includes both data schema and view schema, see section Schemas.

    5. Categories: The Categories feature in Action Orchestrator provides a way to organize your workflows based on your organizational or functional requirements. The categories are tags for grouping workflows within the UI, see section Categories.




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