Dashboards

Dashboards in Orchestrator act as the central hub for managing workflows. This page provides a complete list of all workflows available in the application.

Key Actions Available

• Create a New Workflow

  Use the New Workflow button at the top-right corner to initiate a new workflow.

• Search Workflows

  Use the Search workflows bar to quickly locate workflows by name.

• View Workflows

  Click the stacked dots icon next to a workflow entry and select View to open it for viewing in read-only mode.

• Edit Workflows

  Click the stacked dots icon next to a workflow entry and select Edit to open it for editing or review.

Workflows

Workflows automate and coordinate tasks across systems and applications. They help ensure that processes are executed in the correct sequence, improving operational efficiency and reducing manual effort.

Workflow Table Overview

The Dashboard displays workflows in a tabular format with the following columns:

COLUMN NAME	description
Name	The title of the workflow.
Last Updated	The date and time when the workflow was last modified.

To create a new workflow, click the New Workflow button. For more details, refer to the section, Creating a Workflow.

Creating a Workflow

To create a workflow:

1. Click the app selector and select Orchestrator.

2. From the left navigation panel, click the Dashboards tab.

3. Click the New Workflow button located at the top-right corner to launch the Workflow Designer. A blank canvas appears.

4. Add a Start Task. This task is added at the top of every workflow and serves as the entry point for execution.

5. Configure Workflow Trigger. Choose how the workflow should be triggered:

   1. Studio Action: Triggered from Studio scripts.

   2. API Call: Used to invoke external or internal APIs.

   3. Triggered by Another Workflow: Establishes dependencies between workflows.

6. Add a General Task. This represents manual or user-driven actions. Enter a Task Name and Description to identify the task’s purpose.

7. Add a Decision Task. This splits the workflow into branches based on conditions and is useful for creating conditional logic or alternate paths.

8. Add a Trigger Workflow Task. Use this task to initiate another workflow from within the current one.

9. Add Connectors to the Workflow. You can add existing connectors directly into the workflow:

   1. Use the search bar at the top of the task panel to locate connectors by name.

   2. Apply filters to narrow down results. Below the search bar, the following filter buttons are available:

      • All – Displays all available connectors and tasks.

      • Core – Shows built-in system connectors.

      • External – Lists connectors linked to external applications.

      • NiCE – Displays NiCE-specific connectors (if applicable)

      • Custom API – Shows connectors created using custom API configurations.

10. Create a New Connector (if needed). Click New Connector from the task panel. Choose from:

    1. External App

    2. Custom API

    For more details refer to the section, Creating a New Connector.

11. Add an End Task to mark the completion of the workflow. Ensure all branches lead to an end task.

12. Click Save to store the workflow as a draft.