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Step 1

Display the Details of the Workflow for which you want to specify skip/run criteria.

Step 2

Click the Task Run Criteria tab. The Task Run Criteria list displays a list of any existing skip/run criteria for that task.

Step 3

Click New. Task Run Criteria Details displays:
 
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Step 4

Using the field descriptions, below, as a guide, complete the fields as needed. For example, to tell the Controller not to run a specific task on business days or holidays, select Skip Criteria in the Type field, select the task and enable Business Day and Holiday.

Step 5

Click the Save button to save the record.

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Step 1

Display the Details of the Workflow task for which you want to copy the skip/run criteria of one of its tasks.

Step 2

Click the Task Run Criteria tab. The Task Run Criteria list displays a list of any existing skip/run criteria for that task.

Step 3

Click the Details icon for the skip/run criteria that you want to copy. The Task Run Criteria Details for that task displays.

Step 4

Click the Task field drop-down list to display a list of all tasks in the Workflow.

Step 5

Select a task from the drop-down list and then right-click anywhere in the Task Run Criteria Details to display an Action menu.
 
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Step 6

Click Insert to copy the skip/run criteria to the selected task and re-display the Task Run Criteria list, or click Insert & View to copy the skip/run criteria to the selected task and continue viewing the Task Run Criteria Details for that task, which you can Update or Close.

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Step 1

From the Automation Center navigation pane, select Tasks > Workflow Tasks. The Workflow Tasks list displays.

Step 2

Right-click the Workflow that you want to clone, or open the Workflow and right-click anywhere in the Details, to display an Action menu for that Workflow.

Step 3

Click Clone... in the Action menu to display the Clone Workflow Task pop-up:
 
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Step 4

Enter a Prefix and/or Suffix, which will be applied to the Workflow clone and all of its tasks.

Step 5

If you want to clone all Virtual Resources of the Workflow, click the Clone Virtual Resources check box.

Step 6

Click Submit to clone the Workflow. The Workflow clone will display in the Workflows list. In the Workflow Editor, each task clone will have the same prefix and/or suffix as the Workflow clone, and the task clones will display in the task lists for those task types.

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