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Table of Contents
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Field Name

Description

General

This section contains general information about the Workflow task.

Name

Include Page
IL:Task Name
IL:Task Name

Version

Include Page
IL:Versions
IL:Versions

Description

Include Page
IL:Summary
IL:Summary

Member of Business Services

Include Page
IL:Member of Business Services
IL:Member of Business Services

Resolve Name Immediately

Include Page
IL:Resolve Name Immediately
IL:Resolve Name Immediately

Time Zone Preference

Include Page
IL:Time Zone Preference
IL:Time Zone Preference

Hold on Start

Include Page
IL:Hold on Start
IL:Hold on Start

Hold Reason

Include Page
IL:Hold Reason
IL:Hold Reason

Virtual Resource Priority

Include Page
IL:Virtual Resource Priority
IL:Virtual Resource Priority

Mutually Exclusive With Self

Include Page
IL:Mutually Exclusive With Self
IL:Mutually Exclusive With Self

Anchor
Simulate
Simulate
Simulate
Include Page
IL:Simulate
IL:Simulate
Override Previous Instance Wait
Include Page
IL:Override Previous Instance Wait
IL:Override Previous Instance Wait

Workflow Details

This section contains assorted detailed information about the Workflow task.

Anchor
Show/Hide Skipped Tasks
Show/Hide Skipped Tasks
Show/Hide Skipped Tasks

Include Page
IL:Show Hide Skipped Tasks
IL:Show Hide Skipped Tasks

Auto Layout

If Show/Hide Skipped Tasks = Hide Skipped; specification for the layout of the Workflow Monitor.
 
Options:

  • - - None - -
  • Horizontal Layout
  • Vertical Layout

Anchor
Default Calendar
Default Calendar
Default Calendar

Default calendar used by the Workflow. If the Workflow is launched by a trigger, the trigger calendar overrides this default calendar.

Anchor
Override Inherited Calendar
Override Inherited Calendar
Override Inherited Calendar

If enabled, uses the selected Default Calendar for this Workflow instead of the calendar used in the trigger or parent Workflow.

Anchor
Previous Instance Wait
Previous Instance Wait
Previous Instance Wait
Include Page
IL:Previous Instance Wait
IL:Previous Instance Wait

Wait / Delay Options

This section contains specifications for waiting to start and/or delaying on start the task.

Anchor
Wait To Start
Wait To Start
Wait To Start

Include Page
IL:Wait To Start - 6.2.1.0
IL:Wait To Start - 6.2.1.0

Anchor
Wait Time
Wait Time
Wait Time

Include Page
IL:Wait Time - 6.2.1.0
IL:Wait Time - 6.2.1.0

Anchor
Wait Day Constraint
Wait Day Constraint
Wait Day Constraint

Include Page
IL:Wait Day Constraint
IL:Wait Day Constraint

Anchor
Wait Duration
Wait Duration
Wait Duration

Include Page
IL:Wait Duration
IL:Wait Duration

Anchor
Wait Duration In Seconds
Wait Duration In Seconds
Wait Duration In Seconds

Include Page
IL:Wait Duration In Seconds
IL:Wait Duration In Seconds

Anchor
Delay On Start
Delay On Start
Delay On Start

Include Page
IL:Delay On Start
IL:Delay On Start

Anchor
Delay Duration
Delay Duration
Delay Duration

Include Page
IL:Delay Duration
IL:Delay Duration

Anchor
Delay Duration In Seconds
Delay Duration In Seconds
Delay Duration In Seconds

Include Page
IL:Delay Duration In Seconds
IL:Delay Duration In Seconds

Anchor
Workflow Only
Workflow Only
Workflow Only

Include Page
IL:Workflow Only
IL:Workflow Only

Time Options

This section contains time-related specifications for the task.

Anchor
Late Start
Late Start
Late Start

Include Page
IL:Late Start
IL:Late Start

Anchor
Late Start Type
Late Start Type
Late Start Type

Include Page
IL:Late Start Type
IL:Late Start Type

Anchor
Late Start Time
Late Start Time
Late Start Time

Include Page
IL:Late Start Time
IL:Late Start Time

Anchor
Late Start Day Constraint
Late Start Day Constraint
Late Start Day Constraint

Include Page
IL:Late Start Day Constraint
IL:Late Start Day Constraint

Anchor
Late Start Nth Amount
Late Start Nth Amount
Late Start Nth Amount

Include Page
IL:Late Start Nth Amount
IL:Late Start Nth Amount

Anchor
Late Start Duration
Late Start Duration
Late Start Duration

Include Page
IL:Late Start Duration - NEW
IL:Late Start Duration - NEW

Anchor
Late Finish
Late Finish
Late Finish

Include Page
IL:Late Finish
IL:Late Finish

Anchor
Late Finish Type
Late Finish Type
Late Finish Type

Include Page
IL:Late Finish Type
IL:Late Finish Type

Anchor
Late Finish Offset Type
Late Finish Offset Type
Late Finish Offset Type

Include Page
IL:Late Finish Offset Type
IL:Late Finish Offset Type

Anchor
Late Finish Percentage Offset ( + )
Late Finish Percentage Offset ( + )
Late Finish Percentage Offset ( + )

Include Page
IL:Late Finish Percentage Offset ( + ) - 76
IL:Late Finish Percentage Offset ( + ) - 76

Anchor
Late Finish Duration Offset ( + )
Late Finish Duration Offset ( + )
Late Finish Duration Offset ( + )

Include Page
IL:Late Finish Duration Offset ( + )
IL:Late Finish Duration Offset ( + )

Anchor
Late Finish Duration Offset Unit
Late Finish Duration Offset Unit
Late Finish Duration Offset Unit

Include Page
IL:Late Finish Duration Offset Unit
IL:Late Finish Duration Offset Unit

Anchor
Late Finish Time
Late Finish Time
Late Finish Time

Include Page
IL:Late Finish Time
IL:Late Finish Time

Anchor
Late Finish Day Constraint
Late Finish Day Constraint
Late Finish Day Constraint

Include Page
IL:Late Finish Day Constraint
IL:Late Finish Day Constraint

Anchor
Late Finish Nth Amount
Late Finish Nth Amount
Late Finish Nth Amount

Include Page
IL:Late Finish Nth Amount
IL:Late Finish Nth Amount

Anchor
Late Finish Duration
Late Finish Duration
Late Finish Duration

Include Page
IL:Late Finish Duration - NEW
IL:Late Finish Duration - NEW

Anchor
Early Finish
Early Finish
Early Finish

Include Page
IL:Early Finish
IL:Early Finish

Anchor
Early Finish Type
Early Finish Type
Early Finish Type

Include Page
IL:Early Finish Type
IL:Early Finish Type

Anchor
Early Finish Offset Type
Early Finish Offset Type
Early Finish Offset Type

Include Page
IL:Early Finish Offset Type
IL:Early Finish Offset Type

Anchor
Early Finish Percentage Offset ( - )
Early Finish Percentage Offset ( - )
Early Finish Percentage Offset ( - )

Include Page
IL:Early Finish Percentage Offset ( - ) - 76
IL:Early Finish Percentage Offset ( - ) - 76

Anchor
Early Finish Duration Offset ( - )
Early Finish Duration Offset ( - )
Early Finish Duration Offset ( - )

Include Page
IL:Early Finish Duration Offset ( - )
IL:Early Finish Duration Offset ( - )

Anchor
Early Finish Duration Offset Unit
Early Finish Duration Offset Unit
Early Finish Duration Offset Unit

Include Page
IL:Early Finish Duration Offset Unit
IL:Early Finish Duration Offset Unit

Anchor
Early Finish Time
Early Finish Time
Early Finish Time

Include Page
IL:Early Finish Time
IL:Early Finish Time

Anchor
Early Finish Day Constraint
Early Finish Day Constraint
Early Finish Day Constraint

Include Page
IL:Early Finish Day Constraint
IL:Early Finish Day Constraint

Anchor
Early Finish Nth Amount
Early Finish Nth Amount
Early Finish Nth Amount

Include Page
IL:Early Finish Nth Amount
IL:Early Finish Nth Amount

Anchor
Early Finish Duration
Early Finish Duration
Early Finish Duration

Include Page
IL:Early Finish Duration - NEW
IL:Early Finish Duration - NEW

Anchor
User Estimated Duration
User Estimated Duration
User Estimated Duration

Include Page
IL:User Estimated Duration
IL:User Estimated Duration

Critical Path Options

This section contains Critical Path-related specifications for the task.

Anchor
Calculate Critical Path
Calculate Critical Path
Calculate Critical Path

Include Page
IL:Calculate Critical Path
IL:Calculate Critical Path

Note

The Calculate Critical Path option on the workflow will be ignored when the Simulate option is on.

If the Simulateoption on the workflow is off, but on for one or more tasks within the workflow, the Calculate Critical Path option will be honored.


Anchor
CP Duration
CP Duration
CP Duration

Include Page
IL:CP Duration
IL:CP Duration

Anchor
CP Duration (Resolved)
CP Duration (Resolved)
CP Duration (Resolved)

Include Page
IL:CP Duration (Resolved)
IL:CP Duration (Resolved)

Anchor
CP Duration Unit
CP Duration Unit
CP Duration Unit

Include Page
IL:CP Duration Unit
IL:CP Duration Unit

Workflow Execution Options

This section contains Execution Restriction specifications for the task if it is within a Workflow.

Anchor
Execution Restriction
Execution Restriction
Execution Restriction

Include Page
IL:Execution Restriction
IL:Execution Restriction

Anchor
Restriction Period
Restriction Period
Restriction Period

Include Page
IL:Restriction Period
IL:Restriction Period

Anchor
Before Date
Before Date
Before Date

Include Page
IL:Before Date
IL:Before Date

Anchor
Before Time
Before Time
Before Time

Include Page
IL:Before Time
IL:Before Time

Anchor
After Date
After Date
After Date

Include Page
IL:After Date
IL:After Date

Anchor
After Time
After Time
After Time

Include Page
IL:After Time
IL:After Time

Anchor
Date List
Date List
Date List

Include Page
IL:Date List
IL:Date List

Self-Service OptionsThis section contains Self-Service specifications for the task.
Enforce Variables 
Include Page
IL:Enforce Variables
IL:Enforce Variables
Lock Variables 
Include Page
IL:Lock Variables
IL:Lock Variables

Statistics

This section contains time-related statistics for task instances of the task.

First Execution

Include Page
IL:First Execution
IL:First Execution

Last Execution

Include Page
IL:Last Execution
IL:Last Execution

Last Instance Duration

Include Page
IL:Last Instance Duration
IL:Last Instance Duration

Lowest Instance Time

Include Page
IL:Lowest Instance Time
IL:Lowest Instance Time

Average Instance Time

Include Page
IL:Average Instance Time
IL:Average Instance Time

Highest Instance Time

Include Page
IL:Highest Instance Time
IL:Highest Instance Time

Number of Instances

Include Page
IL:Number of Instances
IL:Number of Instances

Metadata

This section contains Metadata information about this record.

UUID

Universally Unique Identifier of this record.

Updated By

Name of the user that last updated this record.

Updated

Date and time that this record was last updated.

Created By

Name of the user that created this record.

Created

Date and time that this record was created.

Buttons

This section identifies the buttons displayed above and below the Workflow Task Details that let you perform various actions.

Save

Saves a new task record in the Controller database.

Save & New

Saves a new record in the Controller database and redisplays empty Details so that you can create another new record.

Save & EditSaves a new record in the Controller database and opens the workflow editor. 

Save & View

Saves a new record in the Controller database and continues to display that record.

New

Displays empty (except for default values) Details for creating a new task.

Update

Include Page
IL:Update button
IL:Update button

View Parents

Include Page
IL:View Parents button
IL:View Parents button

Launch with Variables...Launches this Workflow with one or more variables that you will specify on a Task Variables pop-up dialog.

Launch

Include Page
IL:Launch Task button
IL:Launch Task button

Edit Workflow

Displays the Workflow Editor for this task.

Copy

Creates a copy of this task, which you are prompted to rename.

Delete

Include Page
IL:Delete button
IL:Delete button

Note
titleNote

You cannot delete a task if it is either:

  • Specified in an enabled Trigger.
  • The only task specified in a disabled Trigger.


Refresh

Refreshes any dynamic data displayed in the Details.

Close

For pop-up view only; closes the pop-up view of this task.

Tabs

This section identifies the tabs across the top of the Workflow Task Details that provide access to additional information about the task.

Workflow Task

Displays details about this Workflow task.

Task Run Criteria

Include Page
IL:Task Run Criteria tab
IL:Task Run Criteria tab

Step Conditions

Include Page
IL:Step Conditions tab
IL:Step Conditions tab

Variables

Include Page
IL:Variables tab
IL:Variables tab

Actions

Include Page
IL:Actions tab
IL:Actions tab

Virtual Resources

Include Page
IL:Task Virtual Resources tab - 6.7.0.0
IL:Task Virtual Resources tab - 6.7.0.0

Mutually Exclusive

Include Page
IL:Mutually Exclusive Tasks tab
IL:Mutually Exclusive Tasks tab

Critical EndpointsLists all critical endpoints defined for this task.

Step Actions

Lists all step actions created for this task.

Anchor
Instances tab
Instances tab
Instances

Lists all instances of this Workflow.

Triggers

Include Page
IL:Triggers tab
IL:Triggers tab

Notes

Include Page
IL:Notes tab
IL:Notes tab

Anchor
Versions tab
Versions tab
Versions

Include Page
IL:Versions tab
IL:Versions tab

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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
 
Image RemovedImage Added
 
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
 
Image RemovedImage Added
 
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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