Smart Automization Framework - Setup -> Project Overview

Project Overview

Summary

The Project Overview page is your central hub for managing all your Smart Automation projects. Here, you can get a quick glance at all your automation tasks, create new ones, make changes to existing projects, enable or disable them, and monitor their recent activity. You can also quickly access your overall automation summary in a web portal and adjust application settings.

Create project

This page provides a straightforward way to initiate new Smart Automization projects. You have the flexibility to begin your project by uploading a pre-existing configuration file, leveraging an AI assistant to generate project details based on your description, or simply starting a new project with a blank slate. Each method guides you towards a project editing screen where you can further define and refine your automation.

Project Editing and Execution Management

This page serves as a comprehensive interface for managing and executing automation projects within the awaBerry web application. It enables users to create and refine project instructions using a Markdown editor, offering real-time previews and automatic saving. Furthermore, it acts as a central control point for generating, monitoring, and controlling project execution logic. Users gain real-time visibility into operations through command-line output, dynamic visual feedback via screenshots, and detailed activity logs, allowing for complete oversight and management of automation tasks.

Page Access

You can access this page by navigating to: /automization

Page Functionalities

"Smart Automation Projects" Header

This displays the main title of the page.

Show Portal HTML Summary Button (Pages Icon)

Click this button to view a web page that summarizes the status and results of all your projects configured to display in the portal.

Smart Automation Settings Button (Gear Icon)

Click this button to open the application settings, where you can configure global preferences for your smart automation, such as how portal pages are published.

Refresh Projects Button (Refresh Icon)

Click this button to reload the list of projects from the system, ensuring you see the most up-to-date information.

Project List

This section displays a list of all your automation projects. Each project row includes:

Project Name: The title of your automation project.
Displayed in Portal Icon (Green Pages Icon): If this icon is present next to the project name, it indicates that the project's summary and results are included in the overall HTML portal summary.
Active/Inactive Toggle Switch: Use this switch to quickly enable or disable a project. An active project will run according to its schedule, while an inactive project will not.
Last Execution Result & Summary: Shows a brief overview of the project's most recent execution outcome and the date it last ran. If a project hasn't run yet, it will indicate "Project has not yet been executed."
Referenced Projects: If your project uses or depends on other automation projects, their names will be listed here.
Edit Project Button (Pencil Icon): Click this button to open the project's detailed editing page, where you can modify its name, description, execution schedule, and other configurations.
Delete Project Button (Red Trash Can Icon): Click this button to permanently remove a project. You will be asked for confirmation before deletion.

Add New Project Button

Located at the bottom of the project list, click this button to start the process of creating a new smart automation project. You can choose to upload a project from a file, generate one with AI, or start with an empty template.

Scenario Executions

Possible usage steps within this page

1. View Projects and Summary

Start on the "Project Overview" page.
Observe the list of existing projects, their active status, and last execution summaries.
Click the "Show Portal HTML Summary" button (Pages icon).
A new full-screen page opens displaying the HTML summary.
Close the HTML summary page.

2. Activate/Deactivate a Project

Start on the "Project Overview" page.
Locate a project in the list.
Toggle the 'Active' switch next to the project name.
A loading dialog briefly appears.
The switch changes to reflect the new status, and the project list refreshes.

3. Edit an Existing Project

Start on the "Project Overview" page.
Locate a project in the list.
Click the "Edit Project" button (Pencil icon) for that project.
You are navigated to the "Edit Project" page.
Make desired changes and save them (not on this page, but implied).
Return to the "Project Overview" page, and the list refreshes with your changes.

4. Create a New Project

Start on the "Project Overview" page.
Click the "Add new project" button at the bottom of the list.
You are navigated to the "Create Project" page.
Follow the steps to create a new project (e.g., provide a name, generate with AI).
After creation, you are typically taken to the "Edit Project" page for the new project.
Return to the "Project Overview" page, and the new project appears in the list.

5. Delete a Project

Start on the "Project Overview" page.
Locate a project in the list.
Click the "Delete Project" button (Red Trash Can icon).
A confirmation dialog appears: "Confirm Delete", "Really want to delete this project?".
Click "Delete".
The project is removed from the list.

Possible errors which may occur on this page

1. Failed to Load Projects

Error: When opening the "Project Overview" page, instead of a list of projects, you see an "Error: Failed to load projects" message.
Why it happens: This typically occurs if there's a problem connecting to the server to retrieve your project data, or if the server sends back information that the application cannot understand.
What to do:
- Check your internet connection.
- Try clicking the "Refresh Projects" button (Refresh icon) in the header.
- If the problem persists, there might be a temporary server issue or a configuration problem with your Smart Automation setup.

2. Failed to Delete Project

Error: After attempting to delete a project and confirming, a "Failed to delete project" message appears at the bottom of the screen, and the project remains in the list.
Why it happens: The application encountered an issue while trying to remove the project from the server. This could be due to a network problem, insufficient permissions, or an unexpected error on the server side.
What to do:
- Ensure you have a stable network connection.
- Try the deletion again.
- If the issue continues, contact support.

3. Failed to Load Portal Summary

Error: When clicking "Show Portal HTML Summary," a "Failed to load portal summary" message appears, and the summary page does not open.
Why it happens: The application couldn't retrieve the HTML content from the portal. This might be due to a network issue, the portal page not being generated or published correctly on the server, or a problem with the server's response.
What to do:
- Check your internet connection.
- Try reloading the summary page by clicking the icon again.
- Verify your "Smart Automation Settings" to ensure the portal publishing is configured correctly.

4. Session Will Expire Soon / Session Expired

Error: A notification appears stating "Your session will expire soon!" or "Your session has expired!".
Why it happens: You have been inactive for a period, and for security reasons, your login session is about to end or has already ended.
What to do:
- If "will expire soon," try interacting with the application (e.g., refresh projects, navigate) to extend your session if possible, or save any unsaved work.
- If "expired," you will need to log in again. The application might automatically redirect you to the login page.