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Agent Procedure Editor

Creating / Editing Agent Procedures

To create a new procedure, select a cabinet or folder in the middle pane, then click the New Procedure button to open the Agent Procedure Editor.

To edit an existing procedure, select the procedure, then click the Edit Procedure button to open the Agent Procedure Editor. You can also double-click a procedure to edit it.

Note: Access to creating or editing a procedure depends on your Folder Rights.

The Agent Procedure Editor

The outline of the entire agent procedure displays in the left-hand pane of the editor. The parameters for each statement display in the right-hand pane.

Note: See IF-ELSE-STEP Commands for a detailed explanation of each statement's parameters.

Title

  • This the first step in the procedure, where you set the name and description of the procedure.

Action Buttons

  • New Step - Creates a step below the currently selected statement.
  • New IF - Creates a pair of IF-Else statements below the currently selected statement.
  • Toggle Else - Adds or removes the corresponding Else statement for a selected IF statement. Only displays if an IF statement is selected.
  • Copy - Copies a single Step or IF statement to the clipboard. Copying an IF statement includes all child statements, so you quickly copy and paste entire IF branches within the same procedure.
  • Paste - Pastes a Step or IF statement just below a selected statement.
  • Delete - Deletes the currently selected Step, IF or Else statement.

Closing the Editor

  • Save and Close - Saves and closes the procedure.
  • Save - Saves the procedure.
  • Save As - Saves the procedure to a different name.
  • Cancel - Cancels changes made to the procedure.

Drag and Drop

  • - Drag any statement and drop it above another statement.
  • - Drag any statement and drop it below another statement.
  • - Drag any statement and drop it between another statement.
  • - Drag any statement to a procedure Title, IF or Else statement and add it as a child statement.

Guidelines

  • Click any Step, IF or Else statement in a procedure to see its properties in the right-hand pane. You can edit these properties immediately.
  • You can nest steps within multiple IF or Else statements.
  • You can toggle the removal of an Else statement without removing its corresponding IF statement.
  • You can set a Step to allow a procedure to continue running even if that particular Step fails.