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Version: OpCon (Cloud - Current)

Managing Daily Processes

The Daily Processes page in Solution Manager lets you view and manage the schedules, jobs, and agents that are active on any given date. To open it, select the Processes button on the main Operations page.

Solution Manager Daily Processes

Toolbar Options​

The Daily Processes page provides the following toolbar options:

ButtonDescription
BackReturns to the previous view or page.
SummaryReturns to the main Operations page.
RefreshRefreshes data on the Processes page.

Date and Schedule Selection​

The Date and Schedule toggle switches enable or disable date and schedule selections. A green checkmark indicates enabled; a gray circle indicates disabled.

Filter Profiles​

Filter profiles are user-defined filters in the Operations Processes view that can be saved persistently and shared with others.

Filter Profile Bar

note

Changes that affect column state (for example, hiding columns) are not stored by a filter profile.

Create and Share a Filter Profile​

To create a filter profile, complete the following steps:

  1. Set the desired filters in the Operations Processes view.
  2. Select the Advanced button (Filter Profile Advanced Button) to expose the action buttons.
  3. Select the Add button (Filter Profile Add Button).
  4. Enter a name for the filter set.
  5. Use the Share with list to set the share status. The share detail appears in parentheses next to the name (for example, Test Filter (Private) or Test Filter (Role_ocadm)):
    • Select a specific role to grant anyone in that role access and the ability to update the profile.
    • Select Public to grant everyone access. Only users in the ocadm role (or an equivalent role) can update a public profile.
    • Select Private to restrict access to the current user only.
  6. Select the Save button (Filter Profile Save Button).

Result: The filter profile is saved and appears in the Filter Profile list on the filter profile bar. Private, public, and shared profiles are all accessible from this list.

Modify a Filter Profile​

To modify a filter profile, complete the following steps:

  1. Select an existing filter profile from the Filter Profile list.
  2. Modify the existing set of filters.
  3. Select the Advanced button (Filter Profile Advanced Button).
  4. Select the Save button (Filter Profile Save Button).
note

To save a modified profile as a new profile, select the existing profile, modify the filters, select Add, enter a new name, configure sharing, and save.

Delete a Filter Profile​

To delete a filter profile, complete the following steps:

  1. Select an existing filter profile from the Filter Profile list.
  2. Select the Advanced button (Filter Profile Advanced Button).
  3. Select the Delete button (Filter Profile Delete Button).

Get a Direct URL for a Filter Profile​

To get a direct URL for a filter profile, complete the following steps:

  1. Select an existing filter profile from the Filter Profile list.
  2. Select the Advanced button (Filter Profile Advanced Button).
  3. Select the Link button (Filter Profile Link Button).

Result: A Filter Profile Link dialog displays the direct URL for the selected profile.

Filtering​

Filtering is available for the Schedules, Jobs, and Agents grids, making it easier to target specific items when many results are returned.

When filtering is applied, the following visual indicators appear:

  • Dark yellow is applied to field borders, buttons, controls, and tags to indicate an active filter.
  • The menu button in the top-right corner of grids (Yellow Triple Bar Button) turns dark yellow when a hidden column has filter criteria.
  • A filter tag box showing the filtered field name appears on the tag bar above the grid. Select the x on the tag box to remove that filter.

Visual Filter Indicators

Quick Filtering​

Use the Filter Bar above the grid to filter by keyword. Enter a keyword in the appropriate field and press Enter. Quick filtering is available for the Schedules, Jobs, and Agents grids.

Quick Filtering

note

The Schedules filter bar includes a Status list with the following options: Waiting, Held, In Progress, Completed, and Completed with Error(s).

In-Depth Filtering​

For more detailed filtering in the Jobs grid, select the Operations Filter Button button to open a Filter panel. You can filter by job status, tag, department, or access code. Use the Select All Filters button to select all options or the Deselect All Filters button to deselect all options. The panel displays the number of active filters per tab.

Filter Panel

The filter button changes to dark yellow and shows the number of active filters (Operations Filter in Use). Select the x on the button to remove all filters at once.

Interactive Filtering​

Use the color-coded Statistics Bar above the grid to filter by current status. Each color represents a status. Select any color to filter the list by that status. Interactive filtering is available for the Schedules, Jobs, and Agents grids.

Interactive Filtering

A filter tag box (Yellow Filter Button) appears on the tag bar above the grid, and the Status field border changes to dark yellow to show the active status filter.

Column Sorting and Display​

Column sorting and display are available for the Schedules, Jobs, and Agents grids.

  • Sorting: Select a column heading to sort ascending (arrow pointing down). Select the heading again to sort descending (arrow pointing up).
  • Display: Use the menu button (Column Display Button) to select which columns are displayed.

Right-Click Actions​

Right-click any item in the Schedules, Jobs, or Agents grids to display a Selection panel where you can perform actions on the current selection or selections.

When you select an item in the Date, Schedule, Job, or Agents list, it appears in the Status Bar at the bottom of the page as a breadcrumb trail. Select the record (not available for date records) to display a Status Update panel where you can perform actions on the current selection.

Breadcrumbs