orchestrator

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Getting started
- Introduction
- Orchestrator feature availability
- Licensing
- Robots
  - Robot Statuses
  - Robot Settings
- Auto Updating Client Components
- Time-to-live Periods
- Orchestrator outbound IP ranges
- Autopilot Chat in Orchestrator
- Notifications
Best practices
- Organization Modeling in Orchestrator
- Automation Best Practices
- Optimizing Unattended Infrastructure Using Machine Templates
- Unattended automation
- Organizing Resources With Tags
- Exporting grids in the background
  - The exported report
- Enforcing user-level Integration Service connection governance
Tenant
- About the Tenant Context
- Searching for Resources in a Tenant
- Robots
- Folders
- Monitoring
- Access control
- Configuring automation capabilities
- Machines
- Solutions
- Packages
- Audit
- Credential Stores
- Webhooks
  - Types of Events
  - Managing Webhooks
- Licensing
  - Managing Your Licenses
- Settings
Registry
- About the Registry context
- Solution deployments
- Processes
- Resources
Cloud robots
- Cloud robots overview
- Unified Pricing licensing
- Flex licensing
- Elastic Robot Orchestration
- Automation Cloud™ Robots - VM
- Automation Cloud™ Robots - Serverless
- Configuring VPN for cloud robots
- Configuring an ExpressRoute connection
- Live streaming and remote control
- My notifications
Automation Suite Robots
- About Automation Suite Robots
- Executing Unattended Automations With Automation Suite Robots
- Regenerating Client Secrets
- Frequently Asked Questions
Folders Context
- About the Folders Context
- Home
Processes
- About Processes
- Managing Processes
- Managing Package Requirements
- Recording
- Live streaming and remote control
  - Live streaming and remote control via RealVNC
    - Error scenarios
  - Live streaming and remote control via TightVNC
    - Error scenarios
Jobs
- About Jobs
- Managing Jobs
- Job States
- Working with long-running workflows
- Running Personal Remote Automations
- Process Data Retention Policy
Apps
- About Apps
- Publishing an App to a Tenant
- Managing Apps
- Running a Deployed App from a Folder
Triggers
- About triggers
- Managing triggers
- Managing Non-Working Days
- Using Cron Expressions
  - Triggering jobs on the last day of the month
Logs
- About Logs
- Managing Logs in Orchestrator
- Logging Levels
Monitoring
- About Monitoring
- Machines
- Agents
- Processes
- Queues
- Indexes
- Queues SLA
Indexes
- About indexes
- Managing indexes
Queues
- About Queues and Transactions
- Bulk uploading Queue Items using a CSV file
- Managing Queues in Orchestrator
- Managing Queues in Studio
- Managing Transactions
  - Editing Transactions
  - Field Descriptions for the Transactions .csv File
- Review Requests
Assets
- About Assets
- Managing Assets in Orchestrator
- Managing Assets in Studio
- Storing Assets in Azure Key Vault (read only)
- Storing Assets in HashiCorp Vault (read only)
- Storing Assets in AWS Secrets Manager (read only)
- Storing Assets in Google Secret Manager (read only)
Connections
- About Connections
- Managing Connections
Business Rules
- About Business Rules
  - Permissions for Business Rules
- Managing Business Rules
  - Creating a business rule
Storage Buckets
- About Storage Buckets
  - CORS/CSP Configuration
- Managing Storage Buckets
MCP Servers
- About MCP Servers
- Managing MCP Servers
- MCP compliance guidelines
Orchestrator testing
- FAQ - Deprecating the testing module
  - FAQ - Migrating test artifacts to Test Manager
  - FAQ - Feature parity - Test Manager vs Orchestrator
- Test Automation
- Test Cases
  - Field Descriptions for the Test Cases Page
- Test Sets
  - Field Descriptions for the Test Sets Page
- Test Executions
  - Field Descriptions for the Test Executions Page
- Test Schedules
  - Field Descriptions for the Test Schedules Page
- Test Data Queues
- Testing Data Retention Policy
Resource Catalog Service
- About Resource Catalog Service
Integrations
- About Input and Output Arguments
  - Example of Using Input and Output Arguments
Troubleshooting
- About Troubleshooting
- Alerts troubleshooting
- General troubleshooting
- Frequently Encountered Orchestrator Errors

Orchestrator user guide

Last updated May 11, 2026

DELIVERY:

Processes

The Processes tab provides a centralized, cross-folder view of all automations and agents available in your Orchestrator environment. From here, you can quickly discover, filter, and manage processes across different locations.

Viewing processes

The page displays a list of processes in a table with the following columns:

Name: the name of the process.
Type: the type of process (for example, RPA, Agent, App).
Source: the origin of the process.
Version: the version of the process.
Description: a short description of the process.

Use the Search field at the top of the page to quickly find a specific process by name.

You can also use the Type filter to narrow down results based on the process type. The available options include:

RPA
Agentic process
Agent
App
Testing
API
MCP Server
Business Rules
Case Management
Flow
Function

Managing processes

For each process, the following actions are available:

View process: opens the process details view.
Edit process: opens the Edit Process page, where you can modify the selected process configuration.

On this page

Viewing processes
Managing processes

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