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You can launch tasks within Workflows, by way of triggers, or manually.
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Creating a Task
There are multiple ways to create a task:
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For detailed information on creating a task for a specific task type, click that task type in the 13205825 table, above.
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All Tasks List
To display a list of all currently defined tasks for all task types, from the Automation Center navigation pane select Tasks > All Tasks. The All Tasks list displays.
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Name | User-defined. Name assigned to this task. | ||||||
Type | Type of task. | ||||||
Description | User-defined. Copied from the Description field in the task. | ||||||
| System-supplied; User that last updated this record. | ||||||
| System-supplied; Date and time this record was last updated. |
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<Task Type> Tasks List
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The default columns that display on a <Task Type> Tasks list are specific to that type of task.
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Task Details
When you click a task in a Tasks List, Task Details to the right of the list displays all currently defined information for that task.
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For information on Details for a specific task type, click the appropriate link in 13205825, above.
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Task Instance Details
When you run a task, the Controller create a task instance of that task.
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- From the Task Details, click the Instances tab and select a task instance of that task.
- Select a task instance from the Activity Monitor.
- Select a task instance from the Task Instances list.
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Additional Task and Task Instance Details
For information on how to access additional details - such as Metadata and complete database Details - for Tasks and Task Instances (or any type of record), see Records.
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Task Instance Status History
The Status History of every task instance is contained in the Metadata and database Details. You also can select to display Status History for every task instance on the Activity Monitor, Task Instances list, and the History list.
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User-Defined Fields
You can define two fields that will display in the General Information section of the task Details for every existing and new task and task instance.
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The Custom Field 1 and Custom Field 2 built-in variables resolve to the current values of these user-defined fields. |
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URLs in User-Defined Fields
You can enter a URL in a user-defined field in any task Details. Format: http://, https://, and ftp:// are supported. For example: https://www.stonebranch.com.
An icon, which links to the URL resource, will automatically display next to the field. If you select that user-defined field as a column in the tasks list for that task type, the URL displays as a link in that column for that task. When you click the field icon or the URL link in the column, the URL resource will open in a new browser tab.
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Updating Tasks
To save information that you have changed in a task, you must click the Update button that displays above and below the 63558900.
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You cannot delete a task if it is either:
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Viewing Task Parents
You can view any parent Workflow information for a task either by:
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