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During and after a Workflow run, you can view detailed results of the run in the 794510219 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. | ||||||||||||||
Name |
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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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Mutually Exclusive With Self |
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Override Previous Instance Wait |
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Workflow Details | This section contains assorted detailed information about the Workflow task. | ||||||||||||||
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Auto Layout | If 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 Default Calendar for this Workflow instead of the calendar used in the trigger or parent Workflow. | ||||||||||||||
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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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Self-Service Options | This section contains Self-Service specifications for the task. | ||||||||||||||
Enforce Variables |
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Lock Variables |
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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 & Edit | Saves 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 |
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View Parents |
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Launch With Variables... | Opens a Launch With Variables... dialog. Optionally, you can:
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Launch |
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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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Critical Endpoints | Lists all critical endpoints defined for this task. | ||||||||||||||
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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Saving/Updating a Workflow
Click the icon.
Info |
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The Controller checks if other users have made changes before updating the workflow. If other modifications were made, a dialog box will appear, giving you options to proceed with the update and overwrite the modifications, cancel the update and return to the workflow editor, or cancel and discard your changes. The Automatically Create Versions system property must be true for the Controller to check for changes made by other users. |
Switching Between Workflows
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Field Name | Description | |||||||||||
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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 794510219 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 794510219 field.
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| If 794510219 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 794510219, 794510219, and 794510219 fields. | |||||||||||
| If 794510219 is enabled, you can use this field to specify which in a series of days you want to select. Used in conjunction with the 794510219, 794510219, and Nth Amount (if 794510219 = Nth) fields. For example, to specify "the 15th business day of the month," select 794510219: Nth, 794510219: Business Day, 794510219: Month, 794510219: 15.
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| If 794510219 is enabled, you can use this field to specify the type of day(s) you want to select. Used in conjunction with the 794510219, 794510219, and 794510219 (if 794510219 = Nth) fields. For example, to specify "the 1st business day of the month," select 794510219: 1st, 794510219: Business Day, 794510219: Month.
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| If 794510219 is enabled, you can use this field to specify the period(s) for your selection formula. Used in conjunction with the 794510219, 794510219, and 794510219 (if 794510219 = Nth) fields. For example, to specify "the 1st business day of the month," select 794510219 Adjective: 1st, 794510219 Noun: Business Day, 794510219 Qualifier: Month.
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| If 794510219 Adjective = Nth; Sequential occurrence of the day selected in 794510219 Noun within the selected 794510219 Qualifier. | |||||||||||
| If 794510219 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 794510219 Adjustment is Less or Plus; Number of days or business days to adjusting a complex day. Default is 1. | |||||||||||
| If 794510219 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: 794510219 Evaluate At, 794510219 Name, 794510219 Operator, and 794510219 Value. | |||||||||||
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| If 794510219 Variable = enabled; Specifies the name of the variable being evaluated. The variable does not need to exist when this record is created. | |||||||||||
| If 794510219 Variable = enabled; Allows you to select the operator to be used in the evaluation. Options: =, !=, >, >=, <, <=, regex (regular expression). | |||||||||||
| If 794510219 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 794510219 Workflow Editor. |
Step 4 |
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Note | ||
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You also can locate a task in a Workflow by using the 794510219 Pan tool. |
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- Right-click any white space in the Workflow Editor canvas to display a 794510219 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 794510219 or 794510219 Insert Task as Predecessor or 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 794510219 Calculate Critical Path field enabled, that field will be disabled automatically. However, if the active Workflow task instance has the 794510219 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:
- 794510219
- 794510219
- 794510219
- 794510219
- 794510219Insert Non-Workflow Task as Predecessor
- Insert Workflow Task as Predecessor
- Insert Non-Workflow Task as Successor
- Insert Workflow Task as Successor
- 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 794510219 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 794510219 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 794510219 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 794510219 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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See the following sections:
- 794510219
- 794510219
- 794510219
- 794510219
- 794510219
- 794510219Viewing Predecessors/Successors of a Single Task Instance from the Activity Monitor or Task Instances List
- Viewing Predecessors/Successors of a Single Task from the Workflow Editor
- Viewing Predecessors/Successors of a Single Task Instance from the Workflow Monitor
- Viewing Detailed Status of Predecessors/Successors of a Single Task Instance from Workflow Monitor
- Viewing Predecessors/Successors of All Tasks in a Workflow Task
- 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 794510219 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).
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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.
If you enabled Calculate Critical Path:
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