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All Tasks list

Right-click any workflow task in the list to access the View Tree action from the Workflow Task Commands menu.

Workflow Tasks List

Right-click any workflow task in the list to access the View Tree action from the Workflow Task Commands menu.

Workflow Task Details

Right-click anywhere in the Details to access the View Tree action from the Workflow Task Commands menu.

Workflow Editor

Right-click any white-space or workflow task vertex to access the View Tree action.

Workflow Forecast

Right-click any white-space or workflow task vertex to access the View Tree action.

Tree View

Right-click any workflow task within a Tree View to access the View Tree action from the Workflow Task Commands menu. The Tree View for that workflow task will display in a new tab.

 

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Viewing a Workflow Tree for a Workflow Task Instance
Viewing a Workflow Tree for a Workflow Task Instance

Viewing a Workflow Tree for a Workflow Task Instance

You can view a Workflow Tree for a workflow task instance from any of the following locations.

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To refresh the Timeline View, click the refresh icon in the toolbar along the top of the Timeline View.

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Viewing Task Predecessors/Successors
Viewing Task Predecessors/Successors

Viewing Task Predecessors/Successors

You can view all predecessors and successors of a task (or task instance) in a Workflow from:

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Viewing Predecessors/Successors of a Single Task Instance from the Activity Monitor or Task Instances List
Viewing Predecessors/Successors of a Single Task Instance from the Activity Monitor or Task Instances List

Viewing Predecessors/Successors of a Single Task Instance from the Activity Monitor or Task Instances List

Step 1

Display the Activity Monitor or Task Instances List.

Step 2

Right-click a task instance to display an Action menu.

Step 3

Click View Predecessors/Successors to display the View Predecessors/Successors pop-up dialog.
 

 
The View Predecessors/Successors pop-up dialog provides separate lists of all predecessor and successor task instances of the selected task instance in the Workflow, and status information for each of the predecessor/successor dependencies.

Step 4

If you want to view the task instance Details of any predecessor or successor task instance, click that task instance.

Step 5

If you want to view a predecessor or successor task instance of the selected task instance within the Workflow, right-click that task instance to display an Action menu, and then click View Workflow.
 

 
The parent Workflow of the selected task instance displays, with the selected predecessor or successor task instance highlighted.

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Viewing Predecessors/Successors of a Single Task from the Workflow Editor
Viewing Predecessors/Successors of a Single Task from the Workflow Editor

Viewing Predecessors/Successors of a Single Task from the Workflow Editor

Step 1

Open the Workflow Editor.

Step 2

Right-click a task to display an Action menu.
 

Step 3

Right-click View Predecessors/Successors to display the View Predecessors/Successors pop-up.
 

 
The View Predecessors/Successors pop-up provides separate lists of all predecessor and successor tasks of the selected task in the Workflow.

  • Click a task in either list to select and center it within the Workflow Editor display.
  • Double-click a task in either list to select and center it within the Workflow Editor display and close the View Predecessors/Successors pop-up.
  • To resize the pop-up, hover over the window resize icon at the bottom right of the pop-up and drag the icon up or down.

Step 4

Click Edit if you want to edit the predecessors and successors of this task in the workflow.

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Viewing Predecessors/Successors of a Single Task Instance from the Workflow Monitor
Viewing Predecessors/Successors of a Single Task Instance from the Workflow Monitor

Viewing Predecessors/Successors of a Single Task Instance from the Workflow Monitor

Note
titleNote

To view more detailed task instance predecessor/successor information from the Workflow Monitor than is available via this procedure, see Viewing Detailed Status of Predecessors / Successors of a Single Task Instance from Workflow Monitor, below.

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Step 1

Open the Workflow Monitor.

Step 2

Right-click a task instance to display an Action menu.
 

Step 3

Right-click View Predecessors/Successors to display the View Predecessors/Successors pop-up.


 


The View Predecessors/Successors pop-up provides separate lists of all predecessor and successor task instances of the selected task instance in the Workflow.

  • Click a task in either list to select and center it within the Workflow Monitor display.
  • Double-click a task in either list to select and center it within the Workflow Monitor display and close the View Predecessors/Successors pop-up.
  • To resize the pop-up, hover over the window resize icon at the bottom right of the pop-up and drag the icon up or down.

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Viewing Detailed Status of Predecessors/Successors of a Single Task Instance from Workflow Monitor
Viewing Detailed Status of Predecessors/Successors of a Single Task Instance from Workflow Monitor

Viewing Detailed Status of Predecessors/Successors of a Single Task Instance from Workflow Monitor

Step 1

Open the Workflow Monitor.

Step 2

Double-click a task instance, or right-click and select View/Edit, to see its Task Instance Details.

Step 3

Right-click in the Task Instance Details to display an Action menu.

Step 4

Click View Predecessors/Successors to display a detailed view of the View Predecessors/Successors pop-up dialog.
 

 
The View Predecessors/Successors pop-up dialog provides separate lists of all predecessor and successor task instances of the selected task instance in the Workflow, and status information for each of the predecessor/successor dependencies.

Step 5

If you want to view the task instance Details of any predecessor or successor task instance, click that task instance.

Step 6

If you want to view a predecessor or successor task instance of the selected task instance within the Workflow, right-click that task instance to display an Action menu, and then click View Workflow.
 

 
The parent Workflow of the selected task instance displays, with the selected predecessor or successor task instance highlighted.

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Viewing Predecessors/Successors of All Tasks in a Workflow Task
Viewing Predecessors/Successors of All Tasks in a Workflow Task

Viewing Predecessors/Successors of All Tasks in a Workflow Task

You can view the predecessors/successors of all tasks in a Workflow task from:

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Step 1

Display the Workflows list.

Step 2

Right-click a Workflow on the list and select View Children from the Action menu, or right-click within the task Details for the Workflow and select View Children. A list of child tasks within that Workflow displays.
 

Step 3

Click the Expand icon () next to any child task to display additional content for that child task, including Task Run Criteria, Predecessors, and Successors.
 

Step 4

For any Task Run Criteria on the list, click the Details icon to displays its record Details, or right-click it to display a menu of options available for that Task Run Criteria.
 

Step 5

For any Predecessor / Successor on the list, right-click it to display a menu of options available for that predecessor/successor.
 

Step 6

To view and/or save a list of all predecessors/successors and task run criteria for all child tasks within the Workflow, click the Download button on the View Children list.
 

Step 7

To print all currently displayed information on the list, click the Print button.

Step 8

To refresh all information on the list, click the Refresh button.

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Viewing Predecessors/Successors of All Task Instances in a Workflow Task Instance
Viewing Predecessors/Successors of All Task Instances in a Workflow Task Instance

Viewing Predecessors/Successors of All Task Instances in a Workflow Task Instance

You can view the predecessors/successors of all task instances in a Workflow task instance from:

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Step 1

Display the Activity Monitor or Task Instances list.

Step 2

Right-click a Workflow on the Activity Monitor or Task Instances list, or open a Workflow on the Activity Monitor or Task Instances list and then right-click within that Workflow Details, to display an Action menu.

Step 3

Select Workflow Task Commands > View Children to display a list of child task instances within that Workflow.
 

Step 4

Click the Expand icon () next to any child task instance to display additional content for that child task instance, including Predecessors and Successors.
 

Step 5

For any Predecessor / Successor on the list, right-click it to display a menu of options available for that predecessor/successor.
 

Step 6

To print all currently displayed information on the list, click the Print button.

Step 7

To refresh all information on the list, click the Refresh button.

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Editing Task Predecessors/Successors
Editing Task Predecessors/Successors

Editing Task Predecessors/Successors

You can edit all predecessors and successors of a task in a Workflow from the Workflow Editor.

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Step 1

Open the Workflow Editor.

Step 2

Right-click a Task to display an Action menu.

Step 3

Click Edit Predecessors/Successors to display the Edit Predecessors/Successors pop-up dialog.
 

 
All predecessor and successor tasks of the selected task are highlighted; all other tasks are not highlighted.

To resize the pop-up, hover over the window resize icon at the bottom right of the pop-up and drag the icon up or down.

Note
titleNote

You also can choose to edit predecessors and successors from the View Predecessors/Successors dialog.


Step 4

To add a task as a predecessor or successor to the selected task, hold the Ctrl key and click the name of that task.

To remove a task as a predecessor or successor to the selected task, hold the Ctrl key and click the name of that task.

Step 5

To add a task as a predecessor or successor to the selected task and remove all other predecessors or successors, click the name of that task.


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Viewing Blocking Ancestors
Viewing Blocking Ancestors

Viewing Blocking Ancestors

You can view the blocking ancestors of task instances in a Workflow task instance from:

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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
    • 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
    • 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
    • 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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Forecasting with Override Calendar Options
Forecasting with Override Calendar Options

Forecasting with Override Calendar Options

A workflow being forecasted by the Forecast... command will use the Calendar specified on the Forecast... dialog; the Override Calendar options (Default Calendar and Override Inherited Calendar) on the workflow being directly forecasted do not apply.

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