Manage solutions

Use the Solution Dashboard to manage and monitor deployed solutions. Deployed solutions include any compiled flows that you deploy.

Deploying a solution

Deploying a solution copies the flow binary into a central location and adds the solution to the Solution Dashboard so you can manage and monitor it.

Before you begin: The flow you want to deploy must be compiled.

  1. In the Solution Builder Flows tab, on the Compiled output tab for the flow you want to deploy, click Create app.

  2. When the solution finishes deploying, click Open app to view it in the Solution Dashboard.

Running a solution

Running deployed solutions from the Solution Dashboard enables automation metrics for the solution and provides a history of jobs.

Before you begin: The files that you want to process must be uploaded to the Instabase file system.

  1. From the Solution Dashboard, select the solution you want to run, and click Run.

  2. Click Select Input Files for Job, select the folder that contains the files you want to process, and click Select.

    Tip

    Expand Advanced options to specify notification emails, webhook URL, runtime config, and other settings.

  3. Click Run Job.

    The flow runs in the background and displays status in the dashboard. When the flow reaches a checkpoint or completes, you can click the batch ID link to open the flow in Flow Review.

Scheduling a solution

If you want to run a solution on a regular cadence, you can schedule it in Solution Dashboard.

Before you begin: You must have a valid OAuth token, which is used to authorize calls to the Scheduler API.

  1. From the Solution Dashboard, select the solution you want to schedule, and click the Scheduler tab.

  2. Click Schedule a Solution.

  3. Specify details about your scheduled job, then click Schedule Job.

    • Name — Specify a name for the scheduled job.

    • Authentication Token — Enter the authentication token to use for calls to the Scheduler API.

    • Version — Specify a version for the scheduled job.

    • Schedule — Select how often to run the job. Automatic triggers the flow whenever new files are saved to the specified folder. Cron lets you specify any valid cron expression.

    • Files/Dataset — Click Select Folder, select the folder that contains the files you want to process, and click Select.

    Tip

    Click Show Optional Settings to add pipelines, tags, notification email, runtime config, and other parameters to the scheduled job.

Viewing solution metrics

Deployed solutions triggered from the Solution Dashboard, either manually or as scheduled jobs, produce automation metrics, which you can use to better understand solution accuracy and throughput.

Metrics reported for deployed solutions include validation and correction rates, processing volume, and overall automation value. Metrics are available on the Metrics tab.