UI Panels

Designer Panel

You can view your process or workflow from the Designer panel. It enables you to modify the workflow and also allows you to work with the variables, arguments, and imports required and created for the current Project.

You can navigate within the process diagram inside this panel by double-clicking the activity you want to view. The pathway is presented as breadcrumbs in the header of the Designer panel.

You can copy activity from here using the keyboard shortcut Ctrl + C or from the context menu and paste them again into the Designer panel.

You can activate Pan mode by clicking the icon. You can use the zoom drop-down to change the zoom level.

You can use fit-to-screen to fit the entire workflow within the Designer panel.

You can click on it to get an overview of the Project by navigating the section and adjusting the focus.

Context Menu

The context menu enables you to perform several operations on your process or workflow. You can bring up the context menu by right-clicking any activity in your process or workflow.

Option	Description
Open	Opens the selected activity in the Designer panel. It has the same result as double-click
Collapse	This collapses the content of the selected activity and allows it to display only minimal content. You can also achieve the same functionality by clicking on it button NOTE: This is available only for Sequence activity
Expand in Place	This expands the content of the selected activity and allows it to display more detailed content. You can also achieve the same functionality by clicking on it button NOTE: This is available only for Sequence activity
Cut	Removes the selected activity and places it onto the Clipboard
Copy	Copies the selected activity into Clipboard
Paste	Pastes or Inserts the content from the Clipboard to the current location
Delete	Deletes the selected activity
Add Annotation	Insert an annotation node to the current activity to provide your notes or comments. You can dock or undock the annotation block after adding
Edit Annotation	Edit the annotation notes attached to the selected activity
Delete Annotation	Delete the annotation attached to the selected activity
Show All Annotations	Shows all the annotations added to the activities under the current process or workflow
Hide All Annotations	Hides all the annotations added to the activities under the current process or workflow
Delete All Annotations	Deletes all the annotations under current process or workflow
Copy as Image	Copies the screenshot of the content displayed as part of Designer panel onto Clipboard
Save as Image	Copies the screenshot of the content displayed as part of the Designer panel and prompts the dialog for the user to set the details for saving it
Create Variable	Creates a variable in Variable panel
Export as Snippet	Creates a new snippet containing the selected activity. The arguments to this new snippet are created automatically based on the variables used in the selected activity. The new snippet created will be visible in the Snippets panel. This functionality enables the reuse concept.
Extract as Workflow	Creates a new workflow containing the selected activity. It enables the breaking down of large processes or workflows into smaller ones. The arguments for this new workflow are created automatically based on the variables used in the selected activity. You can replace the selected activity with the Invoke Workflow activity, enabling you to edit and import arguments from the newly created workflow.
Surround with Try Catch	Embeds the selected activity inside a Try-Catch block
Disable Activity	Disables the selected activity by placing it inside a CommentOut activity
Enable Activity	Enables the previously disabled activity
Add Sequence	Adds the sequence at the selected position.
Add Sequence Using Prompt	Adds the sequence at the selected position based on the prompt. The option is available only for the Enterprise edition.

Activities Panel

The Activities panel displays a comprehensive list of activities to build processes or workflows. The search bar at the panel's top allows you to locate a specific activity by name.

Activities are classified or grouped based on their functionality. You can navigate them using navigation keys, select an activity, and drag and drop them into the Designer panel to build your workflow.

Snippets Panel

The Snippets panel displays all the snippets you created. The purpose of snippets is to enable users to reuse automation easily.

Properties Panel

The Properties panel lets you view and modify a selected activity's properties. It also provides a mechanism to configure the activity by setting its appropriate properties based on the context of your process or workflow.

Expression Editor

The Expression Editor is available from the Properties panel. It can be found in fields or properties that require inputting text or in the body of the activity. You can pop it up by clicking the [...] button at the end of the field or property.

Expression Editor allows you to write expressions in multiple lines. It supports C# and VB language expressions. You can choose the language when creating the Project.

You can utilize Keyboard Shortcuts to create variables from Expression Editor.

Keyboard Shortcut	Description
Ctrl + K	Creates a variable of the input field type as the activity requires. If an expression already exists in the field, you can select the existing expression or text and then hit Ctrl + K to create a variable with the selected expression as name

Outline Panel

The Outline panel displays the process or workflow hierarchy with all available activity nodes. It also highlights the activities in this panel based on the selection done in the Designer panel. You can also go to a specific activity in the Designer panel by selecting it in the Outline panel.

Output Panel

The Output panel displays the process output from either WriteLog or WriteLine activities. You can use this panel to troubleshoot the process before it is published to Control Room and executed by Buddies.

Error List Panel

The Error List panel displays errors found in the process or workflow during the validation process. Double-clicking on the error will enable the Designer panel to show the corresponding activity for quicker resolution.

Prompt Panel

The Prompt Panel is one of the gateways to access IntelliFlow Services and execute the IntelliFlow Prompts. The prompts executed from here will directly impact the currently active workflow in the Designer Panel.

• Specify the prompt from which you want to create the sequence.
• Click on the Run (Arrow) button in the bottom right corner of the panel.
• It will add the generated sequence at the selected position in the workflow.

info

This panel is available only for the Enterprise Edition.

Variables Panel

The Variables panel enables you to create variables and change them.

Field	Description
Name	The name of your variable. A name will be generated automatically by default, but you can override it by editing the autogenerated name.
Variable type	Enables you to choose the type of your variable. The drop-down has the following options: Boolean Int32 String Object Array of [T] Browse for Types You can select a .Net type from the Browse dialog, it is added to Variable Type drop-down list. This is a mandatory field.
Scope	The scope of this variable. By default, they are available for the entire Project. This is a mandatory field
Default	This is an optional field. You can specify a default value for this variable.

Context Menu

Option	Description
Delete	Delete this variable
Add Annotation	Add an annotation to the selected variable
Edit Annotation	Edit the annotation added to the selected variable
Delete Annotation	Delete an existing annotation to the selected variable

Arguments Panel

The Arguments panel enables you to create arguments and change them.

The following table describes the properties available for arguments.

Field	Description
Name	The name of your argument. A name will be generated automatically by default, but you can override it by editing the autogenerated name.
Direction	Select the direction of your argument. You can select from the following options: In: argument to pass input to process Out: argument to pass output from process In/Out: argument to pass input to and receive output from process Property: not used This is a mandatory field
Argument type	Enables you to choose the type of your argument. The drop-down has the following options: Boolean Int32 String Object Array of [T] Browse for Types You can select a .Net type from the Browse dialog, it adds to Argument type drop-down list. This is a mandatory field.
Default	This is an optional field. You can specify a default value for this argument.

Context Menu

Option	Description
Delete	Delete this argument
Add Annotation	Add an annotation to the selected argument
Edit Annotation	Edit the annotation added to the selected argument
Delete Annotation	Delete an existing annotation to the selected argument

Imports Panel

From the Imports panel, you can view all the namespaces available in this Project and add a new Namespace to the list.

To add a new namespace, type it in the Enter or Select namespace text box at the top of this panel. This will bring up the namespaces. Select the required namespace and press the Enter key to import it to your Project.

Project Explorer Panel

The Project Explorer panel lists all the workflow XAML files and related resource files used in this Project.

Contents of Project Explorer

The table below describes the contents of the Project Explorer panel and its associated functions.

Content-Type	Description
Properties	You can modify project properties by double-clicking on this content type
References	You can add new assembly references to use as part of this Project through right-click context menu options
Enterprise Variables	You can add a new Enterprise Variable or an existing one to use as part of this Project from here. Note: Adding a new Enterprise Variable introduces it into the Control Room with predefined values. Modifying existing Enterprise Variables' values will not update the corresponding values in the Control Room to prevent potential overwriting. Users can adjust Enterprise Variables' values using the Set EVar activity. Users can get Enterprise Variables' values using the Get EVar activity.
Workflow files	You can view the workflow (XAML) files used as part of this Project. You can double-click to open the corresponding workflow in the Designer panel
Folders	You can add a new folder or import an existing folder to Project. You can structurally arrange solution items.
Resource files	You can view the resources used in this Project. You can double-click to open the corresponding file.

Project Explorer Settings

In the Project Explorer Panel, you can view the Project folder and options to modify the project settings. There are icons present to perform various operations in Project settings. To know about the operation performed by each button, hover over it to view the tooltip. Here are the details of each button present in the Component settings.

Settings	icon	Description
Expand All		Click this button to expand the Project Folder.
Collapse All		Click this button to collapse Project Folder.
Properties		Click this button to open and edit the project properties.
Open Project Folder		Click this button to open the Project folder in Explorer.
Show All Files		Click this button to view all the files in the Project folder, irrespective of whether it is included or not in the project
Add Folder		Click this button to add a new folder inside the Project folder.
Delete		Click this button to remove the selected folder or file from the Project folder.

Search for a file inside the Project folder

You can search for files inside the Project folder using the search box.

Context Menu options for Project Folder

Context Menu Options	Description
Open Project Folder	Click this button to open the Project folder in Explorer.
Add	Click this to see options to add the Workflow Folder to the Project folder
Import	Click this to see options to import Workflows, Files, and Folders to the Project folder
Properties	Click this button to open and edit the project properties.

Context Menu options for Project files

Context Menu Options	Type	Description
Add Reference	References	Click this option to add a reference file to the Project.
Add Existing	Enterprise Variables	Click this option to add existing Enterprise Variables from the Control Room.
Add New	Enterprise Variables	Click this option to add a New Enterprise Variable from the Control Room.
Edit	For the variables inside Enterprise Variables	Click this option to edit the Enterprise Variable.
Remove	For the variables inside Enterprise Variables	Click this option to remove the Enterprise Variable.
Open	*.xaml or other files	Click this option to open the selected file.
Set As Main Workflow	xaml files other than Main.xaml	Click this option to set the selected xaml as Main.xaml.
Rename	Xaml or other Files, Folders	Click this option to rename existing xaml or other files or folders.
Delete	Files, Folders excluding Main.xaml	Click this option to delete the selected file or folder.
Include in Project	Xaml or other files, including folders excluding Main.xaml	Click this option to include the selected xaml or other files or folders in Project.
Exclude From Project	Xaml or other Files, Folders excluding Main.xaml	Click this option to exclude the selected xaml or other files or folders from Project.
Open Project Folder	Folders	Click this option to open the Project folder in Explorer.