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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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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...

Opens a Launch With Variables... dialog.

Optionally, you can:

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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Saving/Updating a Workflow

Click the  icon.

Info

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

Type

User-defined; indicates whether this is providing instructions on when to run or not run the task.
 
Options:

  • Run Criteria - Provides instructions on when to run the task.
  • Skip Criteria - Provides instructions on when to skip the task.

Description

Include Page
IL:Summary
IL:Summary

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.

Anchor
Holiday
Holiday
Holiday

If enabled, the task runs or skips on holidays.

Anchor
Adjustment - H
Adjustment - H
Adjustment

If 794510219 is enabled; Specification for adjusting a Holiday by a less or plus number of days or business days.

Options:

  • -- None --
  • Less
  • Plus

Default is – None --

Anchor
Adjustment Amount - H
Adjustment Amount - H
Adjustment Amount

If Adjustment is Less or Plus; Number of days or business days to adjust a Holiday.

Default is 1.

Anchor
Adjustment Type - H
Adjustment Type - H
Adjustment Type

If Adjustment is Less or Plus; Type of day by which to adjust a Holiday.

Options:

  • Day
  • Business Day

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.

Anchor
Custom Day
Custom Day
Custom Day

If enabled, the task runs or skips on the day you select in the 794510219 field.
 

Note
titleNote

The Custom Day and Custom Day Choice fields display in the Task Run Criteria Details only if the Custom Day Global Permitted Universal Controller system property is set to true (the default).


Anchor
Custom Day Choice
Custom Day Choice
Custom Day Choice

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.
 
Only a global custom day can be selected for a Custom Day Choice. Use 794510219 run criteria to use a local custom day.
 
If a workflow is launched using a calendar which does not contain the custom day specified for the Custom Day Choice, the following applies:

  • Run Criteria with the specified custom day will evaluate to false. If no other criteria was specified, the task will be skipped.
  • Skip Criteria with the specified custom day will evaluate to false. If no other criteria was specified, the task will not be skipped.
Note
titleNote

You cannot use a custom day defined as a period as part of the task run criteria.


Anchor
Complex
Complex
Complex

If enabled, the task runs or skips on the day(s) indicated in the 794510219, 794510219, and 794510219 fields.

Anchor
Adjective
Adjective
Adjective

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.
 
Options:

  • Every
  • 1st
  • 2nd
  • 3rd
  • 4th
  • Nth
  • Last

Anchor
Noun
Noun
Noun(s)

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.
 
Options:

  • Sunday through Saturday
  • Day = any day
  • Business Day = The business days specified in the calendar selected in the Workflow definition 794510219 field.
  • Custom Days specified in the calendar selected in the Workflow definition 794510219 field.
    • If the Custom Day Strict Mode Universal Controller system property is set to true, the calendar used for the Workflow must contain the custom day that you specify in the 794510219 field; otherwise, the task will not run or skip as expected on the custom day:
      • If you launch a Workflow manually, the Workflow 794510219 is used. If a 794510219 is not specified, the System Default calendar is used.
      • If you launch a Workflow using a trigger, the calendar specified in the trigger is used unless 794510219 is enabled.

Anchor
Qualifier
Qualifier
Qualifier(s)

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.
 
Options:

Anchor
Nth Amount
Nth Amount
Nth Amount

If 794510219 Adjective = Nth; Sequential occurrence of the day selected in 794510219 Noun within the selected 794510219 Qualifier.

Anchor
Adjustment - C
Adjustment - C
Adjustment

If 794510219 Complex is enabled; Specification for adjusting a complex day by a less or plus number of days or business days.

Options:

  • -- None --
  • Less
  • Plus

Default is – None --

Anchor
Adjustment Amount - C
Adjustment Amount - C
Adjustment Amount

If 794510219 Adjustment is Less or Plus; Number of days or business days to adjusting a complex day.

Default is 1.

Anchor
Adjustment Type - C
Adjustment Type - C
Adjustment Type

If 794510219 Adjustment is Less or Plus; Type of day by which to adjust a complex day.

Options:

  • Day
  • Business Day

Default is Day.

Anchor
Variable
Variable
Variable

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.

Anchor
Evaluate At
Evaluate At
Evaluate At

If 794510219 Variable = enabled; Allows you to specify when you want the Controller to evaluate the variable.
 
Options:


  • Trigger Time -- Evaluate the variable when the Workflow is triggered.


  • Run Time -- Evaluate the variable when the task is about to run.


Note
titleNote

Evaluate At is applicable only to 794510219 Variable criteria (it is hidden until the 794510219 Variable field is enabled). Evaluate At has no impact on other criteria, which will resolve the same way whether the Evaluate At value is Trigger Time or Run Time; calendar-based criteria is always evaluated using the task instance 794510219 Trigger Time (or the task instance Created time, if the workflow was launched manually).


Anchor
Name
Name
Name

If 794510219 Variable = enabled; Specifies the name of the variable being evaluated. The variable does not need to exist when this record is created.

Anchor
Operator
Operator
Operator

If 794510219 Variable = enabled; Allows you to select the operator to be used in the evaluation. Options: =, !=, >, >=, <, <=, regex (regular expression).

Anchor
Value
Value
Value

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

Include Page
IL:Update button
IL:Update button

New

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

Delete

Include Page
IL:Delete button
IL:Delete button

Refresh

Refreshes any dynamic data displayed in the Details.

Close

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

...

Step 1

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

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

Modify the Workflow and click the 794510219 Save icon.

Anchor
Cloning a Workflow
Cloning a Workflow

...

Note
titleNote

You also can locate a task in a Workflow by using the 794510219 Pan tool.

Anchor
Workflow Coordinates
Workflow Coordinates

...

  • 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.

...

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:

Anchor
Insert Non-Workflow Task as Predecessor
Insert Non-Workflow Task as Predecessor

...

Step 1

In the Workflow Monitor, right-click a task instance.

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.
 
The Controller inserts the task as a predecessor to the task instance that you right-clicked, and the inserted task will start to run when all of its dependencies (for example, virtual resources) have been met. If the selected task instance had not already started, it will wait until the inserted task completes and all of its other dependencies have been satisfied.
 
For inheritance of actions on Defined status, refer to Universal Controller property Inherit Actions On Defined For Insert Task.

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.
 
If you do not want the task to inherit the Trigger Time of the parent Workflow, use the Insert Task command to insert the task and de-select the Inherit Trigger Time field.

...

Step 1

In the Workflow Monitor, right-click a task instance.

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.
 
If you do not want the inserted Workflow to inherit the Trigger Time of the parent Workflow, de-select the Inherit Trigger Time field (by default, it is pre-selected).
 
For task instances within an inserted Workflow that did not inherit the Trigger Time of the parent Workflow, Run Criteria will be evaluated using the Created Time.

Step 7

Click OK. The Controller inserts the Workflow task as a predecessor to the selected task instance.
 
For inheritance of actions on Defined status, refer to Universal Controller property Inherit Actions On Defined For Insert Task.

...

Step 1

In the Workflow Monitor, right-click a task instance.

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.
 
The Controller inserts the task as a successor to the task instance that you right-clicked. When that task instance completes, the inserted task will start to run, assuming that all of its dependencies (for example virtual resources) have been met.
 
For inheritance of actions on Defined status, refer to Universal Controller property Inherit Actions On Defined For Insert Task.

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.
 
If you do not want the task to inherit the Trigger Time of the parent Workflow, use the Insert Task command to insert the task and de-select the Inherit Trigger Time field.

...

Step 1

In the Workflow Monitor, right-click a task instance.

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.
 
If you do not want the inserted Workflow to inherit the Trigger Time of the parent Workflow, de-select the Inherit Trigger Time field (by default, it is pre-selected).
 
For task instances within an inserted Workflow that did not inherit the Trigger Time of the parent Workflow, Run Criteria will be evaluated using the Created Time.

Step 7

Click OK. The Controller inserts the Workflow task as a successor to the selected task instance.
 
For inheritance of actions on Defined status, refer to Universal Controller property Inherit Actions On Defined For Insert Task.

...

See the following sections:

Anchor
Viewing Predecessors/Successors of a Single Task Instance from the Activity Monitor or Task Instances List
Viewing Predecessors/Successors of a Single Task Instance from the Activity Monitor or Task Instances List

...

Note
titleNote

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.

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.


 


The View Predecessors/Successors pop-up provides separate lists of all predecessor and successor task instances of the selected task instance in the Workflow.

  • Click a task in either list to select and center it within the Workflow Monitor display.
  • Double-click a task in either list to select and center it within the Workflow Monitor display and close the View Predecessors/Successors pop-up.
  • To resize the pop-up, hover over the window resize icon at the bottom right of the pop-up and drag the icon up or down.

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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
 

 
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 794510219 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 794510219 Go to Parent icon).
 
 
List View
 

 
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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