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Step 1 | Display the Activity Monitor, Task Instances list, or Workflow Monitor. |
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Step 2 | Right-click a task instance on the Activity Monitor or Task Instances list, or open a Workflow and then right-click within that Workflow Details, to display an Action menu. |
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Step 3 | Select View Blocking Ancestors... to display a View Blocking Ancestors dialog.
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| Step 4 | Select how you want to view the blocking ancestors. |
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| Step 5 | Select Include Potential Matches if you want to include potential matches for blocking task instances. (By default, Include Potential Matches is not be selected.) If you select Include Potential Matches, the dialog will displays a Qualifying From Date field that lets you specify a date from which potential matches may qualify (in other words, how far back to look for a potential match). |
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| Step 6 | Select Expand/Inline Workflows if you want to expand/inline workflow task instances when displaying blocking ancestors as a List or Graph. |
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| Step 7 | Click Submit to display the blocking ancestors in your selected view. |
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View Blocking Ancestors - List
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View Blocking Ancestors - Tree
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View Blocking Ancestors - Graph
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| Forecasting a Workflow for a Specific Date/Time |
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| Forecasting a Workflow for a Specific Date/Time |
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Forecasting a Workflow for a Specific Date/Time
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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: - 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.
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Step 3 | Click Forecast... to display a Forecast dialog.
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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.
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The Forecast Time Zone field allows you to change what time zone this forecast of the Workflow will evaluate in. It defaults to the time zone of the Controller but can be modified to another time zone.
Uncheck the Use Forecast Time Zone field if you want to enable the Time Zone field and enter a different time zone.
The Forecast Time Zone and Use Forecast Time Zone fields allow the forecast to evaluate as if in one time zone, and also allow the Date and Time of the forecast to be based upon another time zone. The time zone associated with the Date and Time is used only for calculating the Date and Time at which the forecast starts.
For example, a Forecast could be executed to run at a specific date and time with respect to Time Zone, and yet the Forecast itself will execute, and evaluate Run Criteria and Execution Restrictions, based upon the Forecast Time Zone. |
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Step 5 | Select a View in which you want to display the Forecast: Workflow or List. |
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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. |
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Step 7 | Click Submit to display the Forecast in the selected View.
Workflow View
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In the Workflow View, each task has a Run Criteria evaluation label: Critical Path Color | Note |
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| 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
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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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