Navigate Operations Manager

Operations Manager (Ops Manager) provides a single, unified view into all automations inside Itential Platform. The automations feature in Ops Manager allows you to control when, how, and with what data a workflow should run.

Operations Manager UI

The main icons and features of the Operations Manager home page are described in the table below.

Label	UI element	Function
1	Icon Bar	Shortcuts to commonly used actions and features. These are, from left to right: Create, Import, Home, Search, and Job Metrics. See the Icon Bar section below for more detail.
2	Automations Menu	Lists available automations. See the Automation Details section below for more detail.
3	Jobs Menu	Lists recently opened jobs and job category filters.
4	Quick Start Card	Contains links to finding an automation, creating a new automation, and searching Itential documentation.
5	Actionable Tasks tab	Lists workable tasks and retryable tasks.
6	Jobs tab	Lists jobs and allows several common job management actions to be performed.

Icon bar

The following table describes the features accessible through the Operations Manager icon bar.

Feature	Description
Create	Create a new automation.
Import	Import an automation in `.json` file format.
Home	Navigate to the Operations Manager home page.
Search	Displays the Automations Collection view.
Job Metrics	Displays the Job Metrics Overview window.

Automations collection view

The Automations Collection view is where you can view all of your automations, perform bulk actions, and run automations that have manual triggers. To access this view, click the search icon (magnifying glass) in the top-left toolbar of the Operations Manager UI.

Label	UI element	Function
1	Collection Toolbar	Action icons within the Automations Collection view. These icons (from left to right) are: Refresh, Create, Select All, Clone, Export, and Delete.
2	Search Bar	Search and filter automations by name.
3	Sort Dropdown	Sort automation names in ascending or descending order.
4	Select Box	Checked when an automation is selected.
5	Menu Button	Action icons within the automation card menu button. These options (from top to bottom) are: Run, View, Clone, Export, and Delete.

Action icons in Automations Collection

The action icons available in the Automations Collection view are described in the table below.

Icon	Description
Refresh	Refreshes the current automations in the grid.
Create	Opens the Create Automation modal.
Select All	Selects or deselects all automations in the collection view.
Clone	Clones the selected automation.
Export	Exports the selected automation. One `.json` file is downloaded per automation selected.
Delete	Deletes selected automations.

The actions available within the menu button (⋮) of the automation card are described in the table below.

Menu item	Description
Run	Runs the automation.
View	Opens the Automation Details view for the automation.
Clone	Clones the automation.
Export	Exports the current automation and assigned triggers to a `.json` file.
Delete	Deletes the automation.

Automation Details in Ops Manager

The Automation Details view in Operations Manager is the hub for managing your automation and its associated triggers. To access this view, select any available automation listed in the Automations menu on the left.

Label	UI element	Function
1	Workflow	Dropdown used to select and assign a workflow to the automation.
2	Validation Check/View Errors	Tracks and displays automation errors.
3	Menu Button	Displays action icons for the current automation: Run Now, Clone, Export, and Delete. See Action icons for Automation Details below.
4	Triggers Toolbar	Displays action icons to run automations using triggers: Create Trigger, Run Now, and Delete Selected Triggers.
5	Automation Properties	Panel used to display and edit automation properties.
6	Trigger Cards	Cards used to manage the triggers used to run an automation.
7	Save Changes	Saves any changes made to Automation Properties.
8	Undo Changes	Reverts any unsaved changes made to Automation Properties.

Action icons for Automation Details

The action icons within the Automation Details menu button perform operations on the current automation.

Icon	Description
Run Now	Opens the Run Automation panel, from which you can select a manual trigger.
Clone	Clone the current automation, including any assigned triggers.
Export	Export the current automation and assigned triggers to a `.json` file.
Delete	Delete the current automation.

Automation properties

The Automation Properties panel provides an interface to view and edit detailed information about the automation and update its permission groups.

Label	UI element	Function
1	Run Now	Opens the Run Automation panel, from which you can select a manual trigger to run the current automation.
2	Name	Input or edit the name of the automation.
3	Description	Optional. Add or change a description for the automation.
4	Read Group	Optional. Select Read permission groups for the automation. Read-only groups have permission only to view and execute an automation.
5	Write Group	Optional. Select Write permission groups for the automation. Groups with write permissions are authorized to change, view, and execute an automation.
6	Save Changes	Save any changes made to Automation Properties.
7	Undo Changes	Revert any unsaved changes made to Automation Properties.

Clone an automation with API triggers

An important limitation applies when cloning an automation with one or more API triggers: the routeName property of an API trigger must be unique among enabled triggers. For this reason, Operations Manager disables all API triggers when cloning an automation. You must manually choose new route names for the cloned API triggers in the new automation before they can be re-enabled.

Automation error handling

Your automation is continuously evaluated for errors as you work — for example, references to non-existent access groups, misconfigured triggers, or missing documents such as forms, JSON Schema Transformations (JSTs), and workflows. When no errors are detected, the Passed Validation icon is displayed near the top-right corner of your automation.

If your automation does not pass validation, the View Errors icon is displayed instead. Clicking it opens the Errors Panel, a full list of the problems affecting your automation. When appropriate, items in this list contain a hyperlink to the affected component, creating a centralized hub for error remediation.

Automation components in an error state are also marked on the UI via the Error icon.

Enable optional features in Ops Manager

Optional features can be enabled or disabled for Operations Manager by setting the appropriate properties via its service configuration. This section demonstrates how to use Admin Essentials to set those properties and provides a reference list of configurable properties.

Configure properties

Open Admin Essentials

Launch Admin Essentials from the Itential Platform dashboard.

Navigate to Operations Manager

Select Operations Manager from the Applications list in the side navigation menu. The Configuration tab displays a checklist of configurable properties.

Enable or disable properties

Click a property’s checkbox to enable or disable it. If a blank screen displays, toggle the Advanced View switch on the right to open the Service Config editor and add the property manually.

Save

Click the Save button above the Properties list to save your changes.

Operations Manager Service Config editor (Advanced View)

Configurable properties

The following properties can be enabled or disabled for Operations Manager.

Property	Description
`maximizeJobTasksOnLoad`	Maximizes the Job Details panel by default when opening job visualizations.
`actionableTasksInJobsTable`	Adds an Actionable Tasks column to the Jobs table listing all actionable tasks in each displayed job. You can also claim actionable tasks from this column. For performance reasons, enabling this feature limits the maximum number of rows displayed in the Jobs table to 50.
`finishManualTaskEnableAnyType`	Enables the `finishManualTask` API to finish non-manual tasks.

Service Config editor

Properties can also be enabled or disabled via the Advanced editing view, which displays the current service configuration in JSON format. For example, to enable the maximizeJobTasksOnLoad property, define it under the properties key as follows:

1 "properties": {
2     "maximizeJobTasksOnLoad": true
3 }

The maximizeJobTasksOnLoad property displays the workflow within the Job Details view, which is useful for users who prefer to see the workflow canvas while jobs are running. When enabled, users can also enlarge the workflow canvas for better visualization.