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Step 1

From the Automation Center navigation pane, select Tasks > All Tasks or Tasks > Workflow Tasks.

Step 2

Display an Action menu either of three ways:

  • Right-click the Workflow in the All Tasks or Workflow Tasks list.
  • Open the Workflow and right-click in the Details.
  • Open the Workflow, click the Triggers tab, and right-click a Trigger on the list.

Step 3

Click Forecast... to display a Forecast dialog.
 

Step 4

Select a Date, Time, Time Zone, and Calendar for when you want to forecast the Workflow (and all of its sub-Workflows, if any).

  • If you selected Forecast from the All Tasks list, Workflow Tasks list, or Workflow Details, the default Calendar of the Workflow displays.
  • If you selected Forecast from the Triggers tab list, the default Calendar of the selected Trigger displays.

Step 5

Select a View in which you want to display the Forecast: Workflow or List.

Step 6

If you selected Workflow View, a Calculate Critical Path field displays. Enable/disable this field depending on whether or not you want to calculate the Critical Path of the Workflow.

Step 7

Click Submit to display the Forecast in the selected View.
 
Workflow View
 

 
In the Workflow View, each task has a Run Criteria evaluation label:

  • Run - Task border is gray and solid. Run* means
    • A variable condition is not specified, and the forecasted task is scheduled to run based on the criteria.
  • Run*
    • A variable condition is specified, and the forecasted task is tentatively scheduled to run based on the variable data available at the time of the forecast but is subject to change at run time.
  • Skip - Task border is red and solid. Skip* means
    • A variable condition is not specified, and the forecasted task is scheduled to skip based on the criteria.
  • Skip*
    • A variable condition is specified, and the forecasted task is tentatively scheduled to skip based on the variable data available at the time of the forecast but is subject to change at run time.
  • Not Evaluated - Task border is gray and dotted. (Could not be evaluated.)
    • A variable condition is specified, however, an unresolved variable and/or function was detected during the evaluation.

If you enabled Calculate Critical Path:

  • Task instances and connectors in the Critical Path display in the color specified by the Critical Path Color
  • Run/skip criteria is resolved based upon the date specified in the Forecast option.
Note
titleNote

You can choose to show or hide skipped tasks in the Workflow View of the Forecast just as you can on a Workflow Monitor.

If Calculate Critical Path is enabled, skipped task instances are hidden, and the Show Skipped/Restore and Hide Skipped context-menu items are not available.

If Calculate Critical Path is enabled, but you want to see skipped task instances, you can restore the standard view by clicking the Toggle Critical Path View icon in the Workflow Forecast toolbar (see Workflow Editor Toolbar for a description of the tools in this toolbar).

 
The Workflow View lets you navigate into sub-Workflows (by double-clicking them) and back to the parent Workflow (via the Go to Parent icon).
 
 
List View
 

 
The List View displays forecast data for the Workflow and all of its tasks, including all sub-Workflows and their tasks.

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