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Version: Current

Project Explorer

Overview​

The Project Explorer provides a hierarchical view of all resources that belong to the current agent project.

It is the primary place for navigating between workflows, creating and managing sub workflows, accessing project-level resources, and configuring project properties.

Open the Project Explorer by selecting Project Explorer from the Designer Command Bar.

Project Structure​

Every agent project contains one or more workflows and may include additional project resources.

A typical project structure is shown below.

Agent Project
├── Main Workflow
├── Customer Validation Sub Workflow
├── Generate Invoice Sub Workflow
├── Send Email Sub Workflow
└── Data Sources

The Project Explorer allows you to navigate between these resources without leaving the Designer.

Working with Workflows​

Every new agent is created with a single Main Workflow.

The Main Workflow serves as the primary entry point when the agent is executed.

As the automation grows, additional Sub Workflows can be created to organize reusable or logically independent sections of the automation.

Sub workflows can be invoked from the Main Workflow or from other sub workflows using the Call SubWorkflow activity.

Opening a Workflow​

Only one workflow is displayed on the Designer Canvas at a time.

To open a workflow:

  • Expand the Workflows node.
  • Double-click the desired workflow.

The Designer Canvas immediately switches to the selected workflow.

The Process Data Explorer and other workflow-specific designer views are automatically updated to reflect the active workflow.

There are two ways to move between workflows while designing an agent.

Using Project Explorer​

Open the required workflow by double-clicking it in the Project Explorer.

This is the preferred approach when navigating between unrelated workflows.

Using Browse To​

When a workflow contains a Call SubWorkflow activity, you can navigate directly to the referenced workflow.

To do this:

  1. Right-click the Call SubWorkflow activity.
  2. Select Browse To.

The referenced sub workflow opens directly in the Designer Canvas.

Creating Sub Workflows​

Sub workflows allow large automations to be divided into smaller, reusable units.

To create a sub workflow:

  1. Right-click the Workflows node.
  2. Select Add Workflow.
  3. Enter a workflow name and description.
  4. Design the workflow by building the flow of activities
  5. Save the new workflow.

The new workflow is added beneath the Workflows node and can be opened and edited independently.

Project Properties​

The Project Explorer also provides access to project-level properties.

These properties apply to the entire agent rather than an individual workflow.

Depending on the agent type, project properties may include:

  • Agent name
  • Description
  • Instance naming configuration
  • Session configuration
  • Other project settings

Project properties can be edited by selecting the project node in the Project Explorer.

Data Sources​

The Project Explorer provides access to the Data Sources node.

Data Sources define reusable connections to enterprise data that can be consumed by forms associated with this agent.

For information about creating and managing data sources, see Data Sources.