Audience & purpose

As a Product Administrator, you want to see when your "Order to Cash" Robot was paused, especially the details not available in the "In-Progress" landing page.

Details page

Use the following guidelines regarding the Details page.

1. When you click the "View Details" icon for an automation in the "In-Progress" landing page, you will be directed to the "Details" page for that automation.
2. The Details page title will be an icon of the selected object type followed by the name of the object.
3. You will be able to pause/resume, stop, and archive an automation from the Details page.
4. All the data on the Details Page will be Read-Only.
   • You can only click on links and buttons shown in the UI (Pause, Stop, Archive, Back, Breadcrumbs, and the primary navigation).
5. You will be able to go back to the "In-Progress" landing page in the following three ways:
   1. Click the "Back" button.
   2. Click the first level of navigation of the Breadcrumb trail.
   3. Click the second level of navigation of the Breadcrumb trail.
6. In the "General details" section:
   • "Last modified" will show the date and time when this automation was started or paused.
   • "Modified by" will show the username of the person who last started/paused/resumed this automation.
7. The "Schedule Details" section details will change if the selected Robot was running as a part of a schedule or independently (run now).
8. You will also be able to pause and stop the running Robot from the Details page.
9. When the Robot's progress reaches 100%, you will stay on the same page with 100% progress being shown.
   • In the preceding case when progress reached 100%, if you click on the browser's Back and Forward buttons in succession, you will be brought back to the same page.
10. When the TaskRobot is paused from the Product Client side, the "Paused" status will also be reflected on the Details page.
11. Only the currently running line number and command will be shown on this page.
12. If the automation is running on more than one device, the system will still list all the devices in "schedule+devices" section and show the device corresponding to this Detail page.

Security

Data transmission to the Details page will be secure and will not be prone to interception.

Audit entry

When you "Pause", "Resume", or "Stop" an automation, corresponding entries will fall in the Audit Log.

1. Action: Pause automation.
2. Action: Resume automation.
3. Action: Stop automation.
4. Action: Archive automation.

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Audience & purpose

As a Product Administrator you want to filter and export details of ongoing automations for a particular Product. These actions are:

• Filter: To reach the desired data faster.
• Export: To save "point in time" data outside of Product.

Filter

Use the following guidelines regarding Filter.

You will be able to:

• Filter information shown in the In-progress table.
• Perform a free text search on all columns of the In-progress table. For example:
  • When you type "Status=pau", the System will show results wherever Status contains "pau".
  • In this case, all automation with the Paused status will be listed.

For filtering on column names, the System will provide dynamic suggestions.

• For example, when you search for a Robot and type "ProductM", suggestions will keep narrowing down with every additional character typed.
• Only existing values will be considered for suggestions.

You will be able to select the value of a column from a pre-defined list available.

• For example, if you want to filter on "Status", you will be shown "Active", "Paused", and "Unknown" values to choose from.
• An auto-populated search term's count will also be displayed and updated as and when the search term is updated.
• The Result set will be shown as X of Y, where:
  • X = the search result.
  • Y = the total number of records in a table.
• You will be able to reset the search query.
• The system will remember the last filter applied by you per session.

"AND" vs "OR"

• When you have performed a search on one column, you will be able to further augment the search results.
  • If a second search is performed on a different column, it will be treated as "AND". For example, Status=Active AND Robot=ProductM import.
  • If second search is performed on the same column, it will be treated as "OR". For example, Status=Paused OR Status=Unknown.

Export

Use the following guidelines regarding Export.

You will be able to export selected data, or all data from the Devices table.

• You can export the filtered data from the Robot Runners table.
• Hidden column(s), if any, will not be exported.
• Columns in an exported CSV (Comma Separated Values) file will be in the same order as that on your screen (consider column reordering by the yourself).
• Data will be exported in a CSV file.
  • The name of the exported CSV file will be: In-progress Automations.<YYYY>.<MM>.<DD>.HHMMSS

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Audience & purpose

As a Product User, you will be able to manage automations to pause/resume/stop/archive an automation as required.

The following table-level actions will be available for In-progress automations.

Pause

Action

1. The table-level "Pause" icon will be enabled when at least one "Active" automation is selected from the list of automations.
2. If the selection includes automations with other statuses, they will be ignored for the Pause action. Active automations will pause.
3. If one or more Robots could not be paused, the System will display following error message:

   Unable to pause the automations <automation name1>, <automation name2>...<automation nameN> because <reason>.
   Reason could be Robot has already finished execution or some other reason.

Audit log

When a group of Robots are paused, the Audit Logs will show the list of automations that were paused.

Resume

Action

1. The table-level Resume icon will be enabled when at least one "Paused" automation is selected from the list of automations.
2. If the selection includes automations with other statuses, they will be ignored for the Resume action. Paused automations will resume.
3. If one or more Robots could not be resumed, the System will display following error message:

   Unable to resume the automations <automation name1>, <automation name2>...<automation nameN> because <reason>
   Please try again.

Audit log

When a group of Robots are resumed, the Audit Logs will show the list of automations that were resumed.

Stop

Action

1. The table-level "Stop" icon will be enabled when at least one "Active" or "Paused" automation is selected from the list of automations.
2. If the selection includes automations with other statuses, they will be ignored for the Stop action. Active or Paused automations will be stopped.
3. Before stopping automation, the system will request a confirmation from you:

   Do you want to stop the <#> selected automations?
   You can find a record of them in the Audit Log.

4. If one or more Robots could not be stopped, the system will display the following error message:

   Unable to stop the automations <automation name1>, <automation name2>...<automation nameN> because <reason>..

Audit log

When a group of Robots are stopped, Audit Logs will show the list of automation(s) that were stopped.

Archive

Action

1. The table-level "Archive" icon will be enabled when at least one "Unknown" automation is selected from the list of automations.
2. If the selection includes automations with other statuses, they will be ignored for the "Archive" action.
   • Unknown automations will be removed from the table and moved to Audit Logs.
3. If one or more Robots could not be moved to Audit Logs, the system will display the following error message:

   Unable to archive the automations <automation name1>, <automation name2>...<automation nameN> because <reason>.
   Please try again.

Audit log

When a group of Robots are archived, Audit Logs will show the list of archived Robots.

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Audience & purpose

As a Product user, you want to manage automations to pause/resume/delete an automation as required. This is required to list and perform actions on In-progress automations.

In-progress landing page criteria

The "In progress" page will show the latest status of all automations running for a Product.

1. This page will only be visible if you have the View my In-progress activity permission.
2. The system will display the following columns as per the accompanying screenshot:
   • Device: The name of the Robot Runner.
   • Robot: The Name of the Robot.
   • Started on: When Robot was first started.
   • Automation name: The name, schedule name, or Queue name of this automation.
   • Progress: This will be a status bar showing the percentage completed, and the percentage of a Robot automation that is accomplished.
     • The range is (0-99%).
     • Once an automation is completed, it will be moved out of this table.
   • Status: The status of the Robot (Active, Paused, Unknown). The status of the Robot will be preceded with an icon. See the following screenshot.

     

3. When more than one Robot is run or scheduled on the same device (connected) at the same time, and one bot is in progress while others are queued, queued automations will not be shown in the "In-progress" page.
4. When a Robot is running and you, as the device logged-in user, pauses/stops the ongoing automation, the following will be the behavior (as in Product version 10.3):
   • Pause: Pause the automation in the In-progress page.
   • Stop: Remove the automation entry from the In-progress page.
5. You will be able to sort on any/all of the above columns. By default it will be sorted on descending Start time (with the most recently started one at the top).
6. You will be able to filter on any/all of the above columns.
7. When there is no in-progress data the following message will be displayed:

   When an automation is in progress, or is paused, it will appear here.

   See the following screenshot.

   

8. You will only see those Robots where they have either the Upload, Download, or Delete permission.
9. If the automation is running on more than one device, the system will show one row item for each of the devices.

Row-level actions criteria

The following object-level actions will be available to you upon mouse hover.

• Pause/Resume: To pause/resume a Robot: Tooltip = Pause/Resume automation.
• Stop: To stop (abort) the current automation: Tooltip = Stop automation.
• View: To view the details of the automation: Tooltip = View details.
• Archive: Will be shown only when the status="Unknown": Tooltip: Move this automation to Audit Log.

For every action performed, its corresponding entry should fall in the Audit Log.

• Action: Pause/Resume/Stop/Archive automation.
• Status: Successful/Unsuccessful.
• For an unsuccessful action: Show the error message in the Details page of the Audit Log.

Unknown status cases criteria

If the connectivity between Product and Robot Runner is broken, an automation's status will be shown as "Unknown".

1. "Unknown" status entries will persist in the "In-progress" page (even when Product is restarted).
2. When you archive an automation, the system will ask for confirmation:
   • "Do you want to move this automation to Audit Log?" with a Yes/No option:
     • Yes: Automation will be removed from the "In-Progress" table.
     • No: No change.
3. The following entry will fall in the Audit log table when you archive an automation:

   Action:
     Run Task Status:
       Unsuccessful Description:
         The status of <automation name> automation is "Unknown".
         The last known status of the automation was Line 10 of 15 of Robot (Progress 66%).

4. If a line number or progress is not available, the description will change as follows:

   The status of <automation name> automation is "Unknown".
   No data available.

5. If the device is able to re-establish the connection with Product, the automation status will automatically change from "Unknown" to "Active".
6. When a Product server restarts:
   • The data for offline task execution persists on a device for five days.
   • If the Product is up within five days and the Client is reconnected, then the "Unknown" status entry will be automatically removed from the "In-progress" page.
7. Important Note: In above case, if the Client does not reconnect in five days the offline data at Client side will be wiped out.
8. If a Client disconnects and reconnects within 10 seconds, the Audit Entry will show the Task progress for both disconnection and re-connection entries.
   • Task progress at re-connection time may be equal to or higher than progress at disconnection time.
   • The time duration may vary based on network bandwidth.
9. An automation with an "Unknown" status will be automatically removed from the table if another automation is started on the same device. This new automation could be run from any User's account.

Breadcrumbs criteria

The following breadcrumb will be shown: Activity → In progress.

1. When you click "Activity", you will stay on the same page since it is the first page of the Activity tab.
2. When you click on "In Progress", you will stay on the same page.

Scenarios

If a user deletes/deactivates the respective user while the automation is in progress, the automation will continue to run until it is complete.

• The correct status will be reflected in the In-progress page.
• If User1 and User2 are viewing an in-progress page and User1 pauses an automation, it will be shown as paused to User2 within five seconds without User2 having to refresh the page.
• The "Create New Automation" link will be only be visible to authorized users who have the permission to "Run" or "Schedule" Robots.

Validation messages

Do you want to stop the automation named <name>?
You can find a record of it in the Audit log.

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Audience & purpose

As a Product user and Deployment Monitor for the Finance department, you want to monitor all of the ongoing automation belonging to Finance department.

• Many production-based automations are run using "functional IDs" as users. These automations need to be monitored.
• Product Enterprise already has a permission to allow every user to view their own In Progress activities.

Description

This new permission allows you as a dedicated user (for example, a Deployment Monitor) to monitor the ongoing automations of their respective groups and departments.

• If you have the "View everyone's In progress activity" permission you will be able to see automations of all the Robots where you have either the "Upload", "Download", or "Delete" permission.
• The permission description on right-hand side will be:

  This allows the user to monitor and manage those ongoing automations where user has either of Upload, Download or Delete access on the respective TaskRobot.

Security

Note:

1. If you do not have the "View everyone's In Progress activity" permission, you will not be able to see any other automations except the automations which were run or scheduled by yourself.
2. Under no circumstances, will you be able to view the automations where you do not have any of the "Upload", "Download" or "Delete" permissions access on the corresponding Robots.

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Audience & purpose

As a Product Administrator, you want to sort Devices data as per the "Username" column.

• This enables a quick re-arrangement of table data for better visualization, for example "sort with regards to time".

Sorting functions

Use the following guidelines regarding the sorting of In-progress data.

• You will be able to sort up to three columns by pressing [ Shift ] on their keyboard.
• Sorting will be performed on the entire table data and not just the data that is currently visible to you.
• Column headers will display the applied sorting.
• The system will remember the last sort applied by you per session.

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