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During and after a Workflow run, you can view detailed results of the run in the Creating and Maintaining Workflows#Workflow Workflow Task Instance Details, and monitor the status of the Workflow on the Workflow Monitor.
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General | This section contains general information about the Workflow task. | ||||||||||||
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Version |
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Description |
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Member of Business Services |
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Resolve Name Immediately |
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Time Zone Preference |
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Hold on Start |
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Hold Reason |
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Virtual Resource Priority |
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Workflow Details | This section contains assorted detailed information about the Workflow task. | ||||||||||||
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Auto Layout | If Creating and Maintaining Workflows#Show Show/Hide Skipped Tasks = Hide Skipped; specification for the layout of the Workflow Monitor.
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| Default calendar used by the Workflow. If the Workflow is launched by a trigger, the trigger calendar overrides this default calendar. | ||||||||||||
| If enabled, uses the selected Creating and Maintaining Workflows#Default Default Calendar for this Workflow instead of the calendar used in the trigger or parent Workflow. | ||||||||||||
Wait / Delay Options | This section contains specifications for waiting to start and/or delaying on start the task. | ||||||||||||
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Time Options | This section contains time-related specifications for the task. | ||||||||||||
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Critical Path Options | This section contains Critical Path-related specifications for the task. | ||||||||||||
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Workflow Execution Options | This section contains Execution Restriction specifications for the task if it is within a Workflow. | ||||||||||||
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Statistics | This section contains time-related statistics for task instances of the task. | ||||||||||||
First Execution |
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Last Execution |
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Last Instance Duration |
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Lowest Instance Time |
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Average Instance Time |
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Highest Instance Time |
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Number of Instances |
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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 & 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 |
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View Parents |
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Launch Task |
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Edit Workflow | Displays the Workflow Editor for this task. | ||||||||||||
Copy | Creates a copy of this task, which you are prompted to rename. | ||||||||||||
Delete |
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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 |
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Step Conditions |
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Variables |
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Actions |
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Virtual Resources |
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Mutually Exclusive |
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Step Actions | Lists all step actions created for this task. | ||||||||||||
| Lists all instances of this Workflow. | ||||||||||||
Triggers |
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Notes |
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You can access a Workflow task instance from:
- Instances tab on the Creating and Maintaining Workflows#Workflow Workflow Task Details for that task
- Activity Monitor
- Task Instances list
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The following Workflow Task Instance Details contains information on the execution of the Workflow shown in the Creating and Maintaining Workflows#Workflow Workflow Task Details.
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The name of the workflow that you are editing is shown:
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See Creating and Maintaining Workflows#Workflow Workflow Editor Icons for a guide to the editing tools available for designing Workflows; for more detailed instructions, see the individual topics in this section, below.
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Icon | Mode | Description | |||||||||||
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| Clicking the Creating and Maintaining Workflows#Select Select icon on the Workflow Editor toolbar places the Workflow Editor in Select mode, which allows you to use all Workflow Editor tools except Creating and Maintaining Workflows#Connect and Creating and Maintaining Workflows#Pan Connect and Pan. The Select mode is the default mode for the Workflow Editor. | ||||||||||||
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| Clicking a Creating and Maintaining Workflows#Connect Connect icon on the Workflow Editor toolbar places the Workflow Editor in Connect mode, which allows you to create connections between tasks. | |||||||||||
| Clicking the Creating and Maintaining Workflows#Pan Pan icon on the Workflow Editor toolbar places the Workflow Editor in Pan mode, which allows you to scroll around in the Workflow. (You also can use the Creating and Maintaining Workflows#Outline Outline tool in any mode) to scroll around in the Workflow.
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Icon | Tool | Description | |||||||||||
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| Go to Parent | If this Workflow is embedded in another Workflow, navigates to the parent. If this Workflow has more than one parent, clicking this icon displays a list of all parent Workflows; in this case, to navigate to a parent Workflow, double-click the Workflow's icon. To return to your original Workflow, click its name. (The current Workflow name displays in the lower right corner of the editor.)
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| Open Workflow | Displays an Open Workflow pop-up dialog from which you can select a Workflow to replace the Workflow currently displayed in the Workflow Editor. (Make sure to save the current Workflow before replacing it.)
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| Save | Saves the current Workflow. | |||||||||||
| Prints the current Workflow. | ||||||||||||
| Add Task | Displays the Task Find dialog, which allows you to search for and select tasks for the Workflow from a searchable list of defined tasks. (The Workflow Search Result Limit Universal Controller system property defines how many tasks display on the list.)
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| Select | Places the Workflow Editor in Creating and Maintaining Workflows#Select Select mode. | |||||||||||
| Pan | Places the Workflow Editor in Creating and Maintaining Workflows#Pan Pan mode. | |||||||||||
| Connect (bent) | Places the Workflow Editor in Creating and Maintaining Workflows#Connect Connect mode.
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| Undo | Click to undo the most recent change. | |||||||||||
| Redo | Click to redo the most recent change that you undid by clicking Creating and Maintaining Workflows#Undo Undo. | |||||||||||
| Cut | Deletes the selected element(s): tasks, connectors, or both. Use Ctrl+Click to select and cut multiple elements. You can paste cut tasks into the same Workflow Editor or into the Workflow Editor of any other Workflow. If you cut a connector, and include its source and target tasks in the cut, you can paste the cut connector (and the tasks) into the same Workflow Editor or into the Workflow Editor of any other Workflow.
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| Copy | Copies the selected element(s): tasks, connectors, or both. Use Ctrl+Click to select and copy multiple elements. You can paste copied tasks into the same Workflow Editor or into the Workflow Editor of any other Workflow. If you copy a connector, and include its source and target tasks in the copy, you can paste the copied connector (and the tasks) into the same Workflow Editor or into the Workflow Editor of any other Workflow. | |||||||||||
| Paste | Pastes the copied or cut element(s) into the currently open Workflow Editor or into the Workflow Editor of any other Workflow. If you want to paste a cut or copied connector, you must include the source and target tasks of the connector in the cut or copy. | |||||||||||
| Delete | Permanently deletes the selected elements. Delete does not keep a copy of the deleted elements in memory. | |||||||||||
| Fit | Fits the Workflow into the display. If necessary, this shrinks the icons and size of the Workflow in order to make it fit. You can undo a Creating and Maintaining Workflows#Fit Fit by clicking the Creating and Maintaining Workflows#Actual Actual Size icon. | |||||||||||
| Zoom In | Zooms in (enlarges) the Workflow. To return the Workflow to its default size, click the Creating and Maintaining Workflows#Actual Actual Size icon. | |||||||||||
| Zoom Out | Zooms out (diminishes) the Workflow. To return the Workflow to its default size, click the Creating and Maintaining Workflows#Actual Actual Size icon. | |||||||||||
| Actual Size | Returns the Workflow to its default size after a Creating and Maintaining Workflows#Fit or Creating and Maintaining Workflows#Zoom Fit or Zoom. | |||||||||||
| Zoom | Opens a window that allows you to specify a zoom ratio. For example, to double the size of the Workflow, enter 200 and click OK. To return the Workflow to its default size, click the Creating and Maintaining Workflows#Actual Actual Size icon. | |||||||||||
| Horizontal Layout | Reformats the Workflow into a horizontal layout. | |||||||||||
| Vertical Layout | Reformats the Workflow into a vertical layout. | |||||||||||
| Toggle Vertex Style | For running Workflows, switches the icon display between status-related icons and task-related icons (see Monitoring Workflows). This icon only appears on the icon bar when you are monitoring a running Workflow. | |||||||||||
| Outline | For large Workflows, the outline provides a way of positioning a specific area of the Workflow in the display, without using the Creating and Maintaining Workflows#Pan Pan mode.
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| Help | Displays help documentation for Workflows. | |||||||||||
| Console | While a Workflow is running, you can click the Console icon to display processing messages. |
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Step 1 | Click the Creating and Maintaining Workflows#Add Add Task icon. The Task Find dialog displays. |
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Step 2 | Several methods are available for finding tasks: The Task Find dialog lists the task(s) that match your search criteria. |
Step 3 | To add a task to the Workflow Editor canvas, click the icon to the left of the task and drag it onto the canvas. |
Step 4 | Repeat these steps until you have added all the tasks you need. |
Step 5 | Position the tasks on the canvas as desired. The connections that you will make between the tasks determine the order in which the tasks run, so position the tasks accordingly. For example: |
Step 6 | To close the Task Find window, click the X in the upper right corner. Or, to keep the window open but minimized, click the minimize icon. |
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Action | Description |
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View/Edit | Allows you to view and edit the Task Details for this task. |
View/Edit In Tab | Allows you to view and edit the Task Details for this task in a new tab. |
Cut | Cuts the task from its location in the Workflow. You can paste a cut task back into the same Workflow Editor or into the Workflow Editor of any other Workflow. |
Copy | Creates a copy of the task for inclusion in the same Workflow Editor or for inclusion in the Workflow Editor of any other Workflow. |
Paste | Pastes a copy of the task into the Workflow or into the Workflow Editor of any other Workflow. |
Delete | Deletes the task from the Workflow. You cannot paste a deleted task back into the Workflow. |
View/Edit Run Criteria | Allows you to view and edit any run criteria that has been created for this task. |
View/Edit z/OS Step Actions | z/OS Tasks only; Allows you to view and edit any z/OS step actions that have been created for this task. |
View Predecessors/Successors | Allows you to view all predecessors and successors of this task in the Workflow. |
Details > Show Details | Allows you to display complete database details for this task. |
Properties | Displays a menu of properties for the task. |
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One of the task actions available for any task in a Workflow is to display a list of properties for that task.
You can change the name of a task within a Workflow by entering a new name in the name field. By Default, the name of a task is its name in the Task Details. Changing the name of a task within a Workflow does not change its name in the Task Details.
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To display the menu of workflow task actions, right-click any white space in the Workflow Editor canvas.
The following table describes each action in the menu:
Action | Description |
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New Task... | Allows you to create and insert a new task into a Workflow and connect it to other tasks in the Workflow. |
View/Edit | Allows you to view and edit the Task Details for this workflow task. |
View/Edit In Tab | Allows you to view and edit the Task Details for this workflow task in a new tab. |
View Children | Allows you to view a list of child tasks of this workflow task. |
Paste | Allows you to paste cut or copied elements from this workflow or any other workflow into the Workflow Editor. |
Launch Workflow | Allows you to launch this workflow task |
Find In Workflow... | Allows you to find a task in this workflow task. |
Pan To Top | Allows you to restore the displayed Workflow Editor for this workflow task to its default, top-left position. |
Details > Show Details | Allows you to display complete database details for this workflow task. |
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One of the task actions available for any task in a Workflow is a Workflow displayed in the Workflow Editor is New Task..., which lets you create and insert a new task into the the Workflow Editor.
Step 1 | Select New Task... in the Task Actions for Workflow menu to display a list of |
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Step 2 | Select a task type and, in the task Details for that task type, create a new task. |
Step 3 | Click the Save button to insert the new task into the Workflow Editor. |
Step 4 | Locate and connect the new task to other tasks in in the Workflow and click the Save icon. |
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After you have added tasks and positioned them on the Workflow Editor canvas, you must connect the tasks.
Step 1 | Click one of the Creating and Maintaining Workflows#Connect Connect icons to place the Workflow Editor in Creating and Maintaining Workflows#Connect Connect mode. |
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Step 2 | Click the predecessor task; that is, the task whose status will trigger the next task.
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Step 3 | Drag your mouse to the successor task; that is, the task that will be triggered. As you drag your mouse, a red line display. Drag your mouse all the way to the center of the successor task; the red line becomes a dotted, green line - the connector between the tasks - and the successor task is highlighted. |
Step 4 | Release the mouse button. The connector becomes a highlighted, solid green line (identifying it as a default Success condition).. Optionally, you can reposition the connection by dragging it to a new location. Arrows on the connectors indicate the direction of the Workflow. |
Step 5 | Repeat this process for other connectors to be added. |
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The dependency condition that you select for a connection, as allowed for the task type of the predecessor task (see Creating and Maintaining Workflows#Conditions Conditions per Task Type, below), determines the format of the connector in the Workflow Editor.
Condition | Connector Format | Description | ||||||
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Success | Solid black line | Run the successor task if the predecessor task goes to Success. | ||||||
Failure | Dotted black line | Run the successor task if the predecessor task goes to Failure. | ||||||
Success/Failure | Dotted black line | Run the successor task if the predecessor task goes to Success or Failure. | ||||||
| Dotted black line | Run the successor task if the predecessor task returns one of the specified exit code(s). Format: Numeric. Use commas to list a series of exit codes; use hyphens to specify a range. Example: 1,5, 22-30. | ||||||
Creating and Maintaining Workflows#Step ConditionsStep Conditions | Dotted gray line | For predecessor z/OS tasks only: Run the successor task if the running predecessor z/OS task has a step end matching the specified Step Condition(s). |
Creating and Maintaining Workflows#Connector Connector Graphics for All Condition Types, below, illustrates a Workflow containing connectors for all condition types.
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Step 1 | Hover your mouse over the connection to view the currently selected condition. If you want to change the condition, right-click the connection to display a Creating and Maintaining Workflows#Connector Connector Actions menu. |
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Step 2 | Select Conditions. The Conditions dialog displays. |
Step 3 | Specify a condition (as supported for each task type). |
Step 4 | If you selected Step Condition(s) for a connection to a predecessor z/OS task, click the View/Edit... button to display a Step Conditions dialog that lets you define the step conditions. |
Step 5 | Click OK on the Conditions dialog. |
Step 6 | To see the condition that is specified for a connection, hover your cursor over the connector (see Creating and Maintaining Workflows#Connector Connector Graphics for All Condition Types, below). |
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Move a Group of Tasks and Connectors
Step 1 | Click the Creating and Maintaining Workflows#Select Select icon or either Creating and Maintaining Workflows#Connect Connect icon. |
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Step 2 | Position the cursor near the group that you want to move. |
Step 3 | Click the Workflow Editor canvas and begin dragging. A blue shaded box appears. This identifies the selection area. |
Step 4 | Drag the selection area over the tasks you want to select, as shown in the following example: |
Step 5 | When you have selected the group of tasks and connectors that you want to move, release the mouse. The tasks and connectors included in the group are highlighted, as shown: |
Step 6 | Hover your cursor over any element in the group until the Move cursor displays, then click that element and drag the group to the new location. All selected elements are moved. |
Step 7 | To deselect the group, click elsewhere in the Workflow Editor canvas. |
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Step 1 | Click an element, drag your cursor across the Workflow Editor canvas to select a group of elements, or use Ctrl+click to select one element, a group of elements, or a selection of individual elements. |
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Step 2 | Click the Creating and Maintaining Workflows#Delete Delete icon. The selected element or group of elements is deleted. |
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Step 1 | Click an element, drag your cursor across the Workflow Editor canvas to select a group of elements, or use Ctrl+click to select one element, a group of elements, or a selection of individual elements. | |||||
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Step 2 | Click the Creating and Maintaining Workflows#Copy Copy icon to create a copy of the selected elements. | |||||
Step 3 | Click the Creating and Maintaining Workflows#Paste Paste icon to paste the copied element(s) into the Workflow next to the original element(s). | |||||
Step 4 | Click the copied element (or any element in a copied group) and drag it to a new location.
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To undo the most recent change, click the Creating and Maintaining Workflows#Undo Undo icon. To redo a change you just undid, click the Creating and Maintaining Workflows#Redo Redo icon.
Zooming In and Out
Several features are available for zooming in and out on large Workflows:
- Click the Creating and Maintaining Workflows#Fit Fit icon to fit the entire Workflow onto the display.
- Click the Creating and Maintaining Workflows#Zoom Zoom In icon to increase the size of the Workflow (to view details).
- Click the Creating and Maintaining Workflows#Zoom Zoom Out icon to decrease the size of the Workflow (to view the entire Workflow)
- Click the Creating and Maintaining Workflows#Actual Actual Size icon to return the Workflow to its actual (original) size.
- Click the Creating and Maintaining Workflows#Zoom Zoom icon to enter a zoom percentage.
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Two methods are provided:
- Creating and Maintaining Workflows#Pan Pan mode
- Creating and Maintaining Workflows#Outline Outline tool (in any mode)
Pan Mode Method
Step 1 | Click the Creating and Maintaining Workflows#Pan Pan icon to enter Creating and Maintaining Workflows#Pan Pan mode. |
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Step 2 | Click the Workflow Editor canvas and drag the Workflow so that it displays the area you want to work on. |
Outline Tool Method
Step 1 | Click the Creating and Maintaining Workflows#Outline Outline icon icon to open the Outline window. |
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Step 2 | In the Outline window, move and/or resize the blue box to identify the area of the Workflow you want to work on. The display repositions itself as indicated in the Outline window. |
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If you use Creating and Maintaining Workflows#Pan Pan mode (or Find in Workflow...) to view different areas of a Workflow, the Controller preserves the coordinates of the last area that you viewed. If you leave the Workflow and return to it in the same browser session, the last viewed area of the Workflow displays.
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- Right-click anywhere in the Workflow Editor canvas to display a Creating and Maintaining Workflows#pop pop-up menu and click Pan To Top.
- Start a new browser session.
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- To create a horizontal layout, click the Creating and Maintaining Workflows#Horizontal Horizontal Layout icon.
- To create a vertical layout, click the Creating and Maintaining Workflows#Vertical Vertical Layout icon.
Displaying Workflow Documentation
To display documentation on monitoring Workflows, click the Creating and Maintaining Workflows#Help Help icon.
Displaying Processing Messages
While a Workflow is running, you can click the Creating and Maintaining Workflows#Console Console icon to display processing messages. For more details, see Monitoring Workflows.
Saving the Workflow
Click the Creating and Maintaining Workflows#Save Save icon.
Switching Between Workflows
You can switch between Workflows without using the navigation pane (see Creating and Maintaining Workflows#Designing, Designing, Modifying, or Viewing Multiple Workflows.
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Calendar-based criteria are always evaluated using the task instance Creating and Maintaining Workflows#Trigger Trigger Time (or the task instance Created time, if the workflow was launched manually). |
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Type | User-defined; indicates whether this is providing instructions on when to run or not run the task.
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Description |
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Task | User-defined; task for which you are specifying run or skip criteria. Select a task from the drop-down list of all tasks in this Workflow. | |||||||||||
Vertex ID | Vertex ID of the task selected in the Task field. Each task within a Workflow has a unique Vertex ID, which distinguishes it from other tasks of the same name, if any. | |||||||||||
Business Day | If enabled, the task runs or skips on all business days. | |||||||||||
| If enabled, the task runs or skips on holidays. | |||||||||||
| If Creating and Maintaining Workflows#Holiday Holiday is enabled; Specification for adjusting a Holiday by a less or plus number of days or business days. Options:
Default is – None -- | |||||||||||
| If Adjustment is Less or Plus; Number of days or business days to adjust a Holiday. Default is 1. | |||||||||||
| If Adjustment is Less or Plus; Type of day by which to adjust a Holiday. Options:
Default is Day. | |||||||||||
Specific Day(s) – Sunday through Saturday | If enabled, the task runs or skips on the day(s) you select in the right-hand column. | |||||||||||
| If enabled, the task runs or skips on the day you select in the Creating and Maintaining Workflows#Custom Custom Day Choice field.
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| If Creating and Maintaining Workflows#Custom Custom Day is enabled, select the custom day for which you are specifying run or skip criteria. Enter the name of an existing Custom Day, select a Custom Day from the drop-down list of all existing Custom Days, or click the Details icon to create a new Custom Day.
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| If enabled, the task runs or skips on the day(s) indicated in the Creating and Maintaining Workflows#Adjective, Creating and Maintaining Workflows#Noun, and Creating and Maintaining Workflows#Qualifier Adjective, Noun, and Qualifier fields. | |||||||||||
| If Creating and Maintaining Workflows#Complex Complex is enabled, you can use this field to specify which in a series of days you want to select. Used in conjunction with the Creating and Maintaining Workflows#Noun, Creating and Maintaining Workflows#Qualifier Noun, Qualifier, and Nth Amount (if Creating and Maintaining Workflows#Adjective Adjective = Nth) fields. For example, to specify "the 15th business day of the month," select Creating and Maintaining Workflows#Adjective Adjective: Nth, Creating and Maintaining Workflows#Noun Noun: Business Day, Creating and Maintaining Workflows#Qualifier Qualifier: Month, Creating and Maintaining Workflows#Nth Nth Amount: 15.
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| If Creating and Maintaining Workflows#Complex Complex is enabled, you can use this field to specify the type of day(s) you want to select. Used in conjunction with the Creating and Maintaining Workflows#Adjective, Creating and Maintaining Workflows#Qualifier, and Creating and Maintaining Workflows#Nth Adjective, Qualifier, and Nth Amount (if Creating and Maintaining Workflows#Adjective Adjective = Nth) fields. For example, to specify "the 1st business day of the month," select Creating and Maintaining Workflows#Adjective Adjective: 1st, Creating and Maintaining Workflows#Noun Noun: Business Day, Creating and Maintaining Workflows#Qualifier Qualifier: Month.
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| If Creating and Maintaining Workflows#Complex Complex is enabled, you can use this field to specify the period(s) for your selection formula. Used in conjunction with the Creating and Maintaining Workflows#Adjective, Creating and Maintaining Workflows#Noun, and Creating and Maintaining Workflows#Nth Adjective, Noun, and Nth Amount (if Creating and Maintaining Workflows#Adjective Adjective = Nth) fields. For example, to specify "the 1st business day of the month," select Creating and Maintaining Workflows#Adjective Adjective: 1st, Creating and Maintaining Workflows#Noun Noun: Business Day, Creating and Maintaining Workflows#Qualifier Qualifier: Month.
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| If Creating and Maintaining Workflows#Adjective Adjective = Nth; Sequential occurrence of the day selected in Creating and Maintaining Workflows#Noun Noun within the selected Creating and Maintaining Workflows#Qualifier Qualifier. | |||||||||||
| If Creating and Maintaining Workflows#Complex Complex is enabled; Specification for adjusting a complex day by a less or plus number of days or business days. Options:
Default is – None -- | |||||||||||
| If Creating and Maintaining Workflows#Adjustment Adjustment is Less or Plus; Number of days or business days to adjusting a complex day. Default is 1. | |||||||||||
| If Creating and Maintaining Workflows#Adjustment Adjustment is Less or Plus; Type of day by which to adjust a complex day. Options:
Default is Day. | |||||||||||
| If enabled, instructs the Controller to run or not run the task, depending on the value of a specific variable. Used in conjunction with fields: Creating and Maintaining Workflows#Evaluate Evaluate At, Creating and Maintaining Workflows#Name, Creating and Maintaining Workflows#Operator, and Creating and Maintaining Workflows#Value Name, Operator, and Value. | |||||||||||
| If Creating and Maintaining Workflows#Variable Variable = enabled; Allows you to specify when you want the Controller to evaluate the variable.
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| If Creating and Maintaining Workflows#Variable Variable = enabled; Specifies the name of the variable being evaluated. The variable does not need to exist when this record is created. | |||||||||||
| If Creating and Maintaining Workflows#Variable Variable = enabled; Allows you to select the operator to be used in the evaluation. Options: =, !=, >, >=, <, <=, regex (regular expression). | |||||||||||
| If Creating and Maintaining Workflows#Variable Variable = enabled; Allows you to specify the value or regular expression (up to 255 alphanumeric characters) that the Controller should look for when evaluating the variable. | |||||||||||
Buttons | This section identifies the buttons displayed above and below the Task Run Criteria that let you perform various actions. | |||||||||||
Save | Saves a new record in the Controller database. | |||||||||||
Update |
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New | Displays empty (except for default values) Details for creating a new Database Connection. | |||||||||||
Delete |
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Refresh | Refreshes any dynamic data displayed in the Details. | |||||||||||
Close | For pop-up view only; closes the pop-up view of this Database Connection. |
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Step 1 | From the Automation Center navigation pane, select Tasks > Workflow Tasks. The Workflow Tasks list displays. |
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Step 2 | Click the Task Name of the Workflow task that you want to modify. Workflow Task Details for that task displays. |
Step 3 | Click Edit Workflow to display the Creating and Maintaining Workflows#Workflow Workflow Editor. |
Step 4 | Modify the Workflow and click the Creating and Maintaining Workflows#Save Save icon. |
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You also can locate a task in a Workflow by using the Creating and Maintaining Workflows#Pan Pan tool. |
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- Right-click any white space in the Workflow Editor canvas to display a Creating and Maintaining Workflows#pop pop-up menu and click Pan To Top.
- Start a new browser session.
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You can insert the task as a predecessor or successor of another task instance within the Workflow instance using the Creating and Maintaining Workflows#Insert Insert Task as Predecessor or Creating and Maintaining Workflows#Insert Insert Task as Successor command, respectively. Alternatively, you can use the Insert Task... command to insert a task with any number of predecessors and successors.
If you are inserting a Workflow task into an active Workflow task instance, and that Workflow task (or any sub-Workflow within that Workflow task) has the Creating and Maintaining Workflows#Calculate Calculate Critical Path field enabled, that field will be disabled automatically. However, if the active Workflow task instance has the Creating and Maintaining Workflows#Calculate Calculate Critical Path field enabled, and any task (including a Workflow task) that you are inserting into the Workflow task instance impacts the Critical Path of the Workflow task instance, the Critical Path will adjust accordingly.
See the following sections:
- Creating and Maintaining Workflows#Insert Insert Non-Workflow Task as PredecessorCreating and Maintaining Workflows#Insert
- Insert Workflow Task as Predecessor
- Creating and Maintaining Workflows#Insert Insert Non-Workflow Task as SuccessorCreating and Maintaining Workflows#Insert
- Insert Workflow Task as Successor
- Creating and Maintaining Workflows#Insert Insert Task with Multiple Predecessors/Successors
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Step 1 | In the Workflow Monitor, right-click a task instance. |
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Step 2 | Click Insert Task As Predecessor.... The Task Insert > Task Selection dialog displays. |
Step 3 | Find the task you want to insert (see Creating and Maintaining Workflows#Searching Searching For and Adding Tasks) and drag the task's icon onto the Workflow Editor canvas where you would like it to be inserted. |
Step 4 | By default, the inserted task will inherit the Trigger Time of the parent Workflow. If the Trigger Time of the parent Workflow is undefined, the Launch Time will be inherited as the Trigger Time instead. |
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Step 1 | In the Workflow Monitor, right-click a task instance. |
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Step 2 | Click Insert Task As Predecessor.... The Task Insert > Task Selection dialog displays. |
Step 3 | Find the Workflow that you want to insert (see Creating and Maintaining Workflows#Searching Searching For and Adding Tasks) and drag the Workflow's icon onto the Workflow Editor canvas where you would like it to be inserted. The Task Insert > Predecessor/Successor Selection dialog displays and identifies the task that you right-clicked, which the selected Workflow will be the Predecessor of. |
Step 5 | Optionally, you can modify the selection of Predecessors and Successors before proceeding. |
Step 6 | By default, the inserted Workflow will inherit the Trigger Time of the parent Workflow. If the Trigger Time of the parent Workflow is undefined, the Launch Time will be inherited as the Trigger Time instead. Therefore, by default, for task instances within an inserted Workflow, Run Criteria will be evaluated using the inherited Trigger Time. |
Step 7 | Click OK. The Controller inserts the Workflow task as a predecessor to the selected task instance. |
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Step 1 | In the Workflow Monitor, right-click a task instance. |
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Step 2 | Click Insert Task As Successor.... The Task Insert > Task Selection dialog displays. |
Step 3 | Find the task you want to insert (see Creating and Maintaining Workflows#Searching Searching For and Adding Tasks) and drag the task's icon onto the Workflow Editor canvas where you would like it to be inserted. |
Step 4 | By default, the inserted task will inherit the Trigger Time of the parent Workflow. If the Trigger Time of the parent Workflow is undefined, the Launch Time will be inherited as the Trigger Time instead. |
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Step 1 | In the Workflow Monitor, right-click a task instance. |
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Step 2 | Click Insert Task As Successor.... The Task Insert > Task Selection dialog displays. |
Step 3 | Find the Workflow that you want to insert (see Creating and Maintaining Workflows#Searching Searching For and Adding Tasks) and drag the Workflow's icon onto the Workflow Editor canvas where you would like it to be inserted. The Task Insert > Predecessor/Successor Selection dialog displays and identifies the task that you right-clicked, which the selected Workflow will be the Successor of. |
Step 5 | Optionally, you can modify the selection of Predecessors and Successors before proceeding. |
Step 6 | By default, the inserted Workflow will inherit the Trigger Time of the parent Workflow. If the Trigger Time of the parent Workflow is undefined, the Launch Time will be inherited as the Trigger Time instead. Therefore, by default, for task instances within an inserted Workflow, Run Criteria will be evaluated using the inherited Trigger Time. |
Step 7 | Click OK. The Controller inserts the Workflow task as a successor to the selected task instance. |
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Step 1 | In the Workflow Monitor, right-click any white space in the Workflow Editor canvas. | |||||
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Step 2 | Click Insert Task.... The Task Insert > Task Selection dialog displays. | |||||
Step 3 | Find the task you want to insert (see Creating and Maintaining Workflows#Searching Searching For and Adding Tasks) and drag the task's icon onto the Workflow Editor canvas where you would like it to be inserted. | |||||
Step 4 | The Task Insert > Predecessor/Successor Selection dialog displays. | |||||
Step 5 | Select zero or more predecessors and zero or more Successors for the inserted task. | |||||
Step 6 | By default, the inserted task will inherit the Trigger Time of the parent Workflow. If the Trigger Time of the parent Workflow is undefined, the Launch Time will be inherited as the Trigger Time instead. For task instances within an inserted Workflow, Run Criteria will be evaluated using the inherited Trigger Time. | |||||
Step 7 | Click OK. The Controller inserts the task as a successor to the selected predecessor task instance(s) and as a predecessor to the selected successor task instance(s).
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See the following sections:
- Creating and Maintaining Workflows#Viewing Viewing Predecessors/Successors of a Single Task Instance from the Activity Monitor or Task Instances List
- Creating and Maintaining Workflows#Viewing Viewing Predecessors/Successors of a Single Task from the Workflow EditorCreating and Maintaining
- Workflows#Viewing Viewing Predecessors/Successors of a Single Task Instance from the Workflow Monitor
- Creating and Maintaining Workflows#Viewing Viewing Detailed Status of Predecessors/Successors of a Single Task Instance from Workflow Monitor
- Creating and Maintaining Workflows#Viewing Viewing Predecessors/Successors of All Tasks in a Workflow TaskCreating
- and Maintaining Workflows#Viewing Viewing Predecessors/Successors of All Task Instances in a Workflow Task Instance
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To view more detailed task instance predecessor/successor information from the Workflow Monitor than is available via this procedure, see Creating and Maintaining Workflows#Viewing Viewing Detailed Status of Predecessors / Successors of a Single Task Instance from Workflow Monitor, below. |
Step 1 | Open the Workflow Monitor. |
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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.
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Step 1 | From the Automation Center navigation pane, select Tasks > All Tasks or Tasks > Workflow Tasks. | |||||
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Step 2 | Display an Action menu either of three ways:
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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). By default, the Time Zone field is read-only and displays the time zone in the Forecast Time Zone field, since the Use Forecast Time Zone field is checked. | |||||
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.
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