Manage Scripts

Manage Scripts throughout your organization.

Search for a Script

Use the Search function to filter all Scripts from the Scripts page based on your entered text.

Permission

Your user account or group membership must have the "Scripts: View Scripts" permission to search for Scripts unless your user account has the Make this user a Super Admin setting selected.

See the Scripts permissions or ask your Administrator for assistance.

Follow these steps to search for a Script:

1. View your Scripts. The Scripts page displays.

2. Enter in the Search setting the text to filter Scripts using any of the following criteria:

   • Name: Filter by the Script name that displays in the Name column.

   • Category: Filter by the Script Category name that displays in the Category column.

   • Description: Filter by the Script description that displays in the Description column.

As you enter text into the Search setting, Scripts display that match your entered text.

If there are no search results, the following message displays: No Results.

Edit a Script

Permissions

Your user account or group membership must have the following permissions to edit a Script unless your user account has the Make this user a Super Admin setting selected:

• Scripts: Edit Scripts

• Scripts: View Scripts

See the Scripts permissions or ask your Administrator for assistance.

Follow these steps to edit a Script:

1. View your Scripts. The Scripts page displays.

2. Click the menu, and then select the Edit Script option for the Script to edit. The Script opens in Script Editor. See Script Editor.

Add a Script to a Project

Adding a Script to a Project adds that Process as an asset to that Project. Any Project member may then use that asset toward the goals of that Project.

Permissions

Your user account or group membership must have one of the following:

• the View Scripts permission in the Scripts category of permissions

• a member of any Project

• your user account has the Make this user a Super Admin setting selected

Ask your Administrator for assistance if necessary.

Follow these steps to add a Script to a Project:

1. View your Scripts. The Scripts tab displays.

2. Click the menu, and then select the Add to Project option. The Add to a Project screen displays.

   

   Add a Script to a Project as an asset
3. From the Select Project drop-down, select to which Project(s) this Script becomes an asset. To remove a Project that is currently selected, click theicon for that selection or press Enter when the drop-down is visible.
4. Optionally, select the Use a copy of this asset option to use a copy of this Script as the Project asset instead of the original. When selecting this option, any revisions made to the original Script do not affect yours in your Project(s), and vice versa. Consider this option a best practice to use, especially if you intend to make changes from the original Script that may not be an asset in any Project.

5. Click Add. The Script is added as an asset to the selected Project(s).

Copy a Script

Permissions

Your user account or group membership must have the following permissions to copy a Script unless your user account has the Make this user a Super Admin setting selected:

• Scripts: View Scripts

• Scripts: Create Scripts

See the Scripts permissions or ask your Administrator for assistance.

Follow these steps to copy a Script:

1. View your Scripts. The Scripts page displays.

2. Click the menu, and then select the Copy option for your Script. The Copy Script screen displays.

   

   Copy Script screen
3. Edit the following information from the original Script as necessary:

   • In the Name setting, edit the name of the copied Script. After the original Script is copied, the word Copy is suffixed to the original Script's name. This is a required setting.

   • In the Description setting, edit the description from the original Script.

4. Click Save.

Delete a Script

Permissions

Your user account or group membership must have the following permissions to delete a Script:

• Scripts: Delete Scripts

• Scripts: View Scripts

See the Scripts permissions or ask your Administrator for assistance.

When a Script is deleted, in-progress Cases using that Script are not affected. However, the Script cannot be referenced in new Cases or other Process models afterward.

Deleting a Script from the Scripts page is irreversible.

Follow these steps to delete a Script:

1. View your Scripts. The Scripts page displays.

2. Click the menu, and then select the Delete option for the Script to delete. The Caution screen displays to confirm the deletion of the Script.

   
3. Click Confirm.