Repository Content Report

Provides a detailed report of all items currently saved in the repository in a two-dimensional table. Data source fields are represented by grid columns. Data records are represented by data rows. This report supports exporting to multiple document types, column filtering, data grouping, sorting, filtering and more. Recorded information includes object name, type, created by, creation / modification date and more.

Data Sources


The Repository Content report displays data in a two-dimensional table. The bound data is arranged in columns and rows. Grid columns correspond to data fields in a data source, rows represent data records. The table below lists the available data sources along with a description.

Column
Description

Name

The user defined  name of the object. This can be the name of a task, workflow process or condition.

Path

The path to the object as shown in the Workflow or Repository section of the SMC.  

Created By

The name of the user that created the object. This information also appears in the object's General properties under the Details section.

Trigger Type

If the object is a condition, displays the type of condition (i.e. Schedule, SNMP, Event Log, etc.).

Created On

The date and time in which the object was initially created. This information also appears in the object's General properties under the Details section.

Modified On

The date and time in which the object was last modified. This information also appears in the object's General properties under the Details section.

Enabled

Specifies whether the object is globally enabled or disabled as specified in its General properties under the Details section (Enabled = True, Disabled = False).

Empty

Specifies whether the object contains items/properties or not (If the object contains items, returns FALSE, if not, returns TRUE). This depends on the type of object.

  • Workflow: Returns TRUE if a workflow contains any objects such as Events, Conditions, Tasks, Success Arrows or other valid objects. Returns FALSE if the workflow contains no objects.

  • Task: Returns TRUE if the task contains steps. Otherwise, returns FALSE.

  • Condition: Returns TRUE if properties are entered regarding the particular condition. Returns FALSE if the condition's properties have not been set.

  • Processes: Returns TRUE if the process contains a command. Otherwise, returns FALSE.

Completion State

The completion stage currently set for the object as specified in its General Properties under the Details section. The available stages are:

  • In Development (Default)

  • Testing

  • Production

  • Archive

Notes

Displays any notes entered about the object as specified in the object's General Properties under the Notes section.

ID

The unique identifier for the object.

 

Filtering


This report can be filtered by columns which represent the data source and by repository item. In addition, a Filter drop down is available for column filtering and a Filter Editor is available for comprehensive filtering.

To filter by columns:

  1. Click the Columns button. A list of available columns appear.

  2. Select the columns to include in the report.

  3. De-select the columns to omit from the report.

To filter by Repository item:

  1. Click the Repository drop-down arrow.

  2. Follow the instructions listed in the table below.

To select...
Do this...

all tasks, workflows processes and conditions

Select All Repository Items (default) and click Go.

all workflows

Select Repository -> Workflows and click Go.

all tasks

Select Repository -> Tasks and click Go.

all processes

Select Repository -> Processes and click Go.

all conditions

Select Repository -> Conditions and click Go.

all tasks contained in a specified folder

Select Repository -> Tasks-> [folder name] and click Go.

all workflows contained in a specified folder

Select Repository -> Workflows -> [folder name] and click Go.

all processes contained in a specified folder

Select Repository -> Processes -> [folder name] and click Go.

all conditions contained in a specified folder

Select Repository -> Conditions -> [folder name] and click Go.

an individual workflow

Select Repository -> Workflows -> [folder name] -> [workflow name] and click Go.

an individual task

Select Repository -> Tasks-> [folder name] -> [task name] and click Go.

an individual process

Select Repository -> Processes -> [folder name] -> [process name] and click Go.

an individual condition

Select Repository -> Conditions -> [folder name] -> [condition name] and click Go.

Filter Drop Down

To invoke the Filter Drop down list, hover over the column header. Click the filter button that appears within the column header (as shown below).

Filter Editor

The Filter Editor allows users to build complex filter criteria with an unlimited number of filter conditions, combined by logical operators. To invoke the Filter Editor, right-click any column header and select Filter Editor. The Filter Editor displays filter criteria as a tree structure, where nodes represent simple filter conditions. If the filter criteria consist of multiple filter conditions, the Filter Editor contains multiple nodes linked by logical operators into groups.

Print/Export


The Print/Export button allows you to print or export the current table into a number of file types. Clicking this button opens a Print Preview window (as shown below).

The table below lists the available options that appear when you open the Print Preview window.

Item
Description

Print

Opens a Print dialog in which to select the printer to use to print the report.

Quick Print

Sends the report to the default printer. Selecting this option does not open a Print dialog, rather, the report will be printed immediately by the default printer.

Page Setup

Opens a Page Setup dialog in which to setup the page(s) to be printed/exported.

Zoom

Zooms the current view in or out.

Page Navigator

Navigates the available pages.

Export

Exports the report into the following file format:

  • PDF File

  • HTML File

  • MHT FIle

  • RTF File

  • XLS File

  • XLSX File

  • CSV File

  • Text File

  • Image File

  • XPS File

Send via Email

Sends the report via email in the format specified. The available formats are the same as above.

Sorting


The grid's data can be sorted by an unlimited number of columns. To sort data against a column or to change a column's sort order, click its header. The column's current sort order is indicated by the sort glyph (a small arrow displayed at the column header's right edge). If the data is sorted in ascending order, the sort glyph represents an up-arrow. When sorting in descending order, the sort glyph is displayed as a down-arrow.

To sort rows by a column's values, do one of the following:

If sorting isn't applied, clicking the column's header sorts data by its values in ascending order. If sorting is already applied to the column, subsequent clicks reverse the current sort order. A regular click on a column header clears the sort settings on any other columns. To preserve the existing sort settings of other columns, hold the SHIFT key down while clicking. This can be useful when it is needed to sort against multiple columns.

Grouping


AutoMate allows data to be grouped by an unlimited number of columns. When a View is grouped by a single column, data rows that have identical values in this column are arranged into groups. Each group is identified by a group row. If the View is grouped by another column, data rows within each group are arranged into second level groups based on the values of the new grouping column, etc. Group rows are used to organize data rows into a tree when data grouping is applied.

To group by a column, do one of the following:

The Group panel provides a section directly above the column headers in which a column can be dragged onto in order to group by that column. Numerous columns can be dragged for added filtering. For example, the illustration below shows the Type column grouped in ascending order and the Completion State column grouped in descending order.

Also, right clicking this section provides another menu (illustrated above) with the following options:

Menu Item
Description

Full Expand

Expands the selected group.

Full Collapse

Collapses the selected view.

Clear Grouping

Clears all grouping and sets the table back to the default view.

 

Right-click Menu


Right-clicking a particular column header presents the menu shown below which supplies more filtering options.

The table below lists each menu item and their description

Menu Item
Description

Sort Ascending

Sorts the selected column in ascending view.

Sort Descending

Sorts the selected column in descending view.

Clear Sorting

Clears all sorting and returns all columns to default view (Enabled only when sorting is used).

Group by this column

Puts the selected column into a group. Numerous columns can be grouped for added filtering.

Group by Box

Provides a section directly above the column headers in which a column can be dragged onto in order to group by that column. This is generally another way to perform the same action accomplished by the Group by this column option. Numerous columns can be dragged for added filtering.

Column Chooser

Allows the selection of a column to further customize.

Best Fit

Provides the best fit for the selected column.

Clear Filter

Clears all filters (Enabled only when filters are used).

Filter Editor

Opens a dialog titled Filter Editor permitting more detailed filtering options. A multitude of conditions are available allowing for practically any type of filter to be included.

Best Fit (all columns)

Provides the best fit for all columns.

 

See Also

Task/Workflow Execution Chart

Execute Event Table

Workflow Triggers Table

Audit Event Table