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The Management Sidebar

The Management Sidebar is the panel on the right side of the designer. It is a multi-tabbed interface used to manage the resources, data, and metadata that support your workflow.

Management Sidebar Placeholder

You can switch between the following management zones using the vertical button bar:

1. Properties​

This tab manages the high-level settings of the current process:

  • Process Name & Description: General identification.
  • Global Settings: Configuration that applies to the entire workflow execution.

2. Variables​

The Variables tab is where you define and manage the data containers for your project.

  • Variable List: View all variables currently defined in the process.
  • Management: Add new variables, delete unused ones, or change their types and default values.
  • Organization: Use the "Collapse All" button to clean up your view when working with many data points.

3. Triggers​

Triggers are event listeners that can resume a workflow.

  • Triggers List: View all File, Keyboard, or Email triggers defined in the project.
  • Actions: Add, edit, or delete triggers. You can also record keystrokes directly for Keyboard triggers.

4. Elements​

The Elements tab houses the GUI Element Tree, which is critical for UI automation.

  • Applications: View a tree structure of captured applications and their child elements.
  • Recording: Use the Record new Element button to capture UI selectors from your screen.
  • Management: Rename, edit, or delete captured elements and applications.

5. Accounts (Placeholder)​

This tab is designed for managing secure credentials associated with the process, such as login details for web services or email accounts.

Interaction​

The sidebar can be expanded or collapsed to maximize the Viewport space. Each tab features a "Learn More" button that provides context-sensitive help for the specific resource you are managing.