The Blueprint User Interface

Updated by Stefenie Stockbridge

The Blueprint User Interface organizes project and artifact details into three different parts:

  1. The Explorer
  2. Main Content Area
  3. Utility Panel

The Explorer

The Explorer is the panel on the left side that allows you to browse and navigate within your projects and folders. It contains a hierarchical list of all the folders and artifacts in your project.

When an item is selected in the Explorer, the Main Content Area is automatically refreshed to display details relevant to the item selected.

To maximize the Explorer, click the maximize button (). Click it again to return the Explorer to its default size.

To shrink the Explorer, click the Minimize button (​) and maximize the working space in the Main Content Area.

You may also drag and drop artifacts and folders in the Explorer to optimize how you organize your workspace. For more information on dragging and dropping artifacts in the Explorer, see Move Artifacts.

Main Toolbar

The main toolbar is located at the top of the Explorer and enables you to perform the following actions:

Open Project

Create New Artifact

Refresh All

Perform actions on the project that include:

  • Import
  • Publish All
  • Close Project
  • Close All Projects

These global actions remain visible and accessible even when the Explorer is closed. For more information regarding Global Actions, see the Global Actions article.

The Main Content Area

When you select an item in the Explorer, it is displayed in the Main Content Area, where users can view and configure base artifact details.

The breadcrumb trail at the top (Project 2 > Test Bot 1 > Folder 1 in the example above) indicates which project path the open artifact belongs to. Various parts of the path are clickable, dependent upon the active user's access and permissions.

The artifact name (Main in the example above) is also displayed at the top and is editable. To edit, click the name and edit as desired.

There can also be indicators beside the artifact name that displays the status of the artifact. For more information, see Status Indicators.

Artifact Toolbar

The Main Content Area also contains the artifact toolbar. The buttons in the artifact toolbar change (they may be greyed out or not visible) depending on the type of artifact loaded and what its current state is.

The following table indicates all the possible buttons in the Artifact toolbar and the actions performed with each:

Button

Actions

  • Export artifact to Power Automate Desktop

Perform actions on the artifact that include:

  • Move and Publish
  • Discard
  • Refresh
  • Delete
  • Export Call Tree

Publishing an artifact makes changes to an artifact available and visible to other users

Publishing with comments makes changes and comments to an artifact available and visible to other users

Switch between Process Editor and Descendants

Blueprint Licenses are consumed when a Blueprint Process is 'Activated'.

Licenses are consumed by Main processes (blue shaded boxes within the hierarchy).


The Main Header

The main header is above the Main Content Area.

  1. RPA Dashboards and Reports
    1. Statistics - This dashboard and accompanying reports provide analytics about a set of imported processes
    2. Applications - This dashboard lets users discover information about applications used by processes within a selected scope (i.e. folder, project)
    3. Estimator - This dashboard delivers estimated timelines for users to prepare bots for production following migration to Power Automate Desktop. If this option does not display in your instance, your System Administrator must enable it in Settings.
    4. Bulk Reporting - This option allows users to create comprehensive reports spanning multiple Blueprint projects
  2. Tools
    1. Rules enables users to extend and customize mappings in Blueprint's core migration tool to meet their specific needs
    2. Bulk Reimport/Recalculate allows users to refresh imported processes with the latest code to leverage Blueprint's most recent mappings and enhancements
  3. Jobs
    1. Displays the pending/processing and completed Jobs.
  4. Go To
    1. Allows users to navigate directly to an artifact using the Artifact ID.
    1. Enables users to search for an artifact using the Artifact Name or information in the artifact's textual properties.
  6. User Profile Icon
    1. Allows users to view the current version of Blueprint via About Blueprint, change the password, and Log Out.
  7. Help Icon
    1. Gives users access to all Blueprint Help resources, including:
      1. Online Help / Knowledge Center (you are here!)
      2. Blueprint Resource Library
      3. Blueprint Support Portal to submit a Support ticket
      The Blueprint Support Portal is accessible only to registered Technical Contacts. To request access, please contact support@blueprintsys.com or your Customer Success Manager.


The Utility Panel

The Utility Panel includes more detailed information about a selected artifact, such as properties, relationships, discussions, attachments, and history. This panel slides open and closed, and is located on the right-hand side of the Blueprint interface.

Each icon in the Utility Panel corresponds to the following:

Icon

Description and Actions

Properties - view and add system and additional properties

Relationships - view and add traces

For more information regarding editing information and assets in the Utility Panel, see View and Edit Artifacts in the Utility Panel.

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