SMC Top Panel

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The top panel (also known as header) is a fixed area that spans across the top of Server Management Console. This panel dynamically displays the title of the current page, which can be useful to new or novice users. The top panel may also be populated with specific controls depending on which page is being viewed. For instance, navigating to the Workflows or Repository page, the top panel will display buttons that enable one-click access to the most common workflow/task related commands and operations, such as New, Edit, Run and Properties. The title bar sits directly above the top panel and contains the usual Minimize, Maximize and Close icons. It also displays information about the current connection, which can be beneficial if managing multiple BPA servers.


Related Topics  

Compact Mode

On a daily basis, many perform the juggling act of interacting with multiple programs resulting in an increasingly cluttered screen. In such cases, you may require additional workspace to display more SMC elements or view more information. This can be accomplished by setting the top panel to compact mode. Simply right-click an empty region anywhere inside the panel and select Compact from the context menu that appears. The panel will become condensed while still containing all available buttons and controls (as shown below).

Top panel controls

The following table lists common controls that appear in the top header panel related to repository operations and dashboard items. They do not appear if viewing the Calendar, Reports or Options page.




Creates a new repository object (i.e. workflow, task, user, agent) or creates a new dashboard.


Edits an existing repository object or dashboard item.


Runs the currently selected repository item (i.e. workflow, task, process).


Displays the properties of the repository object or folder.

New Folder

Creates a new folder in the specified location.


Deletes the selected dashboard item.

More Options Menu

Clicking ... or CTRL+M displays more options which are described below.

Menu Item



Renames the selected item.


Imports the specified task or workflow onto the repository.


Exports the selected object(s) onto the specified location. This command is active only if one or more objects  are selected in the main panel.


Removes the selected object(s) from the current location of the main panel and copies it to the clipboard. The data in the clipboard can later be inserted in the position where the Paste command is issued.  To select more than one object, hold down CTRL during selection.


Creates a duplicate of the selected object(s) and places the data in a clipboard. The data in the clipboard can later be inserted in the position where the Paste command is issued.  

Select All

Selects all objects that appear in the main panel.


Brings task status and results up to date. Use this option when running multiple workflows concurrently in order to view the most current event based information that is generated by SMC when the main panel view is set to Details.


Disables the specified task(s) or workflow(s) from being triggered automatically or re-enables triggering for ones that are currently disabled.  

NOTE:When a task or workflow is disabled,  A disabled task/workflow (which are grayed out by default) cannot run automatically, however, they can still be run manually. To run one or more workflows/tasks manually, from SMC's Workflows or Repository section,  select the desired object(s) and click the Run button located on the top panel or simply right-click the object(s) and select Run from the context menu.


Displays help related information. The available options are:

  • Contents - Opens the AutoMate BPA Server help file.

  • Product information - Opens the AutoMate product information webpage.

  • User Resource Center - Opens the User Resource Center (URC), the source for AutoMate news, tutorials, & other educational resources.

  • My Account - Opens the customer account page allowing users to log into their account in order to modify user information, access downloads and view support resources.

  • Check for Product Updates - Checks if an update of AutoMate is currently available for download.

  • Release Notes - Displays the release notes for the version of AutoMate currently installed, including new features and bug fixes.

  • About - Displays the currently installed version of AutoMate as well as copyright information.