- Getting started
- Best practices
- Tenant
- Folders Context
- Automations
- Processes
- Jobs
- Triggers
- Logs
- Monitoring
- Queues
- Assets
- About Assets
- Managing Assets in Orchestrator
- Managing Assets in Studio
- Storage Buckets
- Test Suite - Orchestrator
- Identity Server
- Authentication
- Integrations
- Classic Robots
- Troubleshooting
Managing Assets in Orchestrator
Sharing assets between folders enables launching jobs in multiple folders without redesigning your workflows in Studio when the underlying processes are targeting the same asset. Linking an asset to a folder makes the asset and all asset-associated objects, such as asset items, available in that folder.
An asset linked to multiple folders is marked using the icon. If the icon is not present, then the current folder is the only folder the asset resides in. Deleting it here completely removes the asset from Orchestrator.
You need the Assets - Create permission in the folders where you want to add the asset (target folders) and Assets - View in the folder where the asset currently resides (original folder). If you have Assets - Edit in the target folder, you also require Assets - Edit in the original folder.
- In the folder you want to link an asset to, on the Assets page, click Add. Three buttons are displayed allowing you to add an asset, link assets from other folders, or hide the options.
- Click Link Assets From Other Folders. The Link Assets window is displayed showing a list of all assets in the folders in which you have View permissions on Assets.
- On the Select Assets section, select one or multiple assets from the list.
- Click Continue. You are directed to the Folder Validation section. Here you can see the folders the assets are already linked to. If there are multiple folders, the number is displayed. Hover over it to see the folder names.
- Click Remove for the corresponding asset to revert the change or click Exit to cancel the operation.
-
Click Link if you want to make the link between the assets you selected and the current folder. The assets are displayed on the Assets page.
- Navigate to a folder the asset to be linked resides in.
-
Click More Actions > Manage Links for the desired asset to open the Manage Links window. The Manage Asset Links window is displayed.
1 - Left-hand pane displaying all the folders you have been granted View permissions on Assets. 2 - The current state of the asset displaying the number of folders it currently resides in as well as their names. 3 - The folders the asset is to be added in according to your selection in the left-hand pane. 4 - The folders the asset will be removed from. - Click Update. A confirmation window is displayed.
- Click Cancel if you want to abort the changes or Continue for the changes to take effect. The operations are now reflected in Orchestrator according to your changes.
Unlinking assets from folders can be performed in a manner similar to the linking operation. Navigate to the link-management areas presented in the procedures above and remove the connections between a certain asset and a certain folder.
Alternatively, you can remove an asset using the Remove functionality.
To edit an asset, click More Actions > Edit button, make the necessary changes and click Update in the Update Asset window. Only the asset value and name can be edited. All changes are audited and can be viewed on the Audit page. If you change the username of a credential asset, you have to also change the password.