Navigate Studio | Itential

Itential Studio provides an all-in-one interface to quickly design and build workflows for network operations and configurations. It also allows you to view workflow visualizations and modify automations, forms, and various templates.

To access Studio, select Studio in the left navigation bar from the Itential Platform homepage.

Itential Platform homepage with Studio selected in the left navigation bar

From Studio you can access the Projects design space and, from the Quick Start card, search for an existing workflow, create a new workflow, or import a workflow. The left toolbar and menu controls provide access to collections of workflows, forms, templates, and transformations.

Studio Quick Start page showing toolbar, collections, Projects, and Quick Start card

Label	UI element	Function
1	Toolbar	Quick action icons (left to right): Create, Itential Platform homepage, Search, Import, and Projects.
2	Collections	Accordion menus in the sidebar displaying lists of Studio items. Supports search within each collection.
3	Projects	A protected development space for creating workflows, forms, services, and configuration templates for testing and publishing.
4	Quick Start	Links to key Studio tools: find a workflow, create and import a workflow, and search product documentation.
5	Sidebar Controls	Compact and extended sidebar views. Helpful when more canvas space is needed.

Components

Studio is part of Itential Platform’s orchestration capabilities and provides a cohesive set of components for building workflows and associated assets.

Workflows (app-workflow_builder) is used to design and manage automated workflows within the platform.
Projects serves as a structured design space for organizing assets and collaborating on automation use cases. It also integrates with version control systems such as GitLab or GitHub.
JSON Forms (app-json_forms) is used to manually build forms for collecting the data inputs needed to initiate and execute workflows.
Templates (app-template_builder) automate repetitive configuration tasks to ensure devices are configured consistently. There are two types: Command Templates and Analytic Templates. Command Templates automate tasks using predefined CLI commands and support variable substitution for device-specific customization. Analytic Templates analyze network infrastructure, performance, and security using tools like Jinja2 and TextFSM.
Transformations (app-jst) handle complex data transformation operations.

Collection view

The Collection view displays lists of workflows, forms, templates, and transformations deployed across the system. Open any accordion menu in the sidebar to see the corresponding collection list. To access the full Collection card view, click the search icon (magnifying glass) in the top toolbar.

Card view

The Collection dialog displays all items as cards, with timestamp and user information shown within each card.

Collection View showing workflow cards with metadata, toolbar, and pagination controls

Label	UI element	Function
1	Collection Tabs	Switch between different collection views.
2	Toolbar	Quick actions: Refresh, Import, Select All, Delete, and Export.
3	Search and Filter	Search for items in the collection; filter using the sort icon to the right of the search bar.
4	Sort and Sort By	Sort items by Name, Date Created, Last Modified, or Tags.
5	Select	Mark an item for deletion or export.
6	Card Options	Click the ellipsis for additional actions: Edit, Run, Clone, Delete, and Export.
7	Pagination	Navigate pages and set how many items to display.

Card options

Click the ellipsis icon in the lower-right corner of a card to edit metadata, run an item, clone it, delete it, or export it.