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.

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.

Edit a Script

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.

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.

   

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

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.  

   

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

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.