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Step 1

From the Automation Center navigation pane, select Task Instances > Activity.

Step 2

Click the Details icon for the Workflow you want to monitor. The Workflow Task Instance Details for that Workflow displays.

Step 3

Click the View Workflow button view workflow button to display the Workflow Monitor for that Workflow, as shown in the following example.
 
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Note
titleNote

The name of the workflow that you are monitoring is shown:

  1. At the bottom right corner of the Workflow Monitor.
  2. By hovering over the Workflow Monitor tab at the top of the Workflow Monitor.

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The Workflow Monitor has two modes. Each mode, which you select by clicking the appropriate icon in the Workflow Monitor toolbar, allows you to use one or more specific Workflow Monitor tools.
 

Icon

Mode

Description

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Select
Select
Select

Clicking the Monitoring Workflows#Select Select icon on the Workflow Monitor toolbar places the Workflow Editor in Select mode, which allows you to use all Workflow Monitor tools except Monitoring Workflows#Connect Connect and Monitoring Workflows#Pan Pan. The Select mode is the default mode for the Workflow Monitor.

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Pan mode
Pan mode
Pan

Clicking the Monitoring Workflows#Pan Pan icon on the Workflow Monitor toolbar places the Workflow Monitor in Pan mode, which allows you to scroll around in the Workflow. (You also can use the Monitoring Workflows#Outline Outline tool in any mode) to scroll around in the Workflow.
 
In Pan mode, you also can use all other Workflow Monitor tools.
 

Note
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Pan mode does not allow you to use the drag and drop method for moving, deleting, and copying groups of Workflow elements.


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The following example shows that the Workflow Monitor is in Select mode.

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Workflow Monitor Tools
Workflow Monitor Tools
Workflow Monitor Tools

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Icon

Tool

Description

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Go to Parent
Go to Parent
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View 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.)
 

Note
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To open an embedded Workflow (sub-Workflow) from its Parent Workflow, double-click the embedded Workflow.


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Print
Print
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Print

Prints the current Workflow.

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Select
Select
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Select

Places the Workflow Monitor in Monitoring Workflows#Select Select mode.

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Pan
Pan
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Pan

Places the Workflow Monitor in Monitoring Workflows#Pan Pan mode.
 
To pan around the Workflow, click anywhere in the Workflow Monitor canvas and drag your cursor to display any section of the Workflow.
 
To return to your original location, click the Monitoring Workflows#Actual Actual Size icon.

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Undo
Undo
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Undo

Click to undo the most recent change.

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Redo
Redo
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Redo

Click to redo the most recent change that you undid by clicking Monitoring Workflows#Undo Undo.

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Fit
Fit
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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 Monitoring Workflows#Fit Fit by clicking the Monitoring Workflows#Actual Actual Size icon.

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Zoom In
Zoom In
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Zoom In

Zooms in (enlarges) the Workflow. To return the Workflow to its default size, click the Monitoring Workflows#Actual Actual Size icon.

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Zoom Out
Zoom Out
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Zoom Out

Zooms out (diminishes) the Workflow. To return the Workflow to its default size, click the Monitoring Workflows#Actual Actual Size icon.

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Actual Size
Actual Size
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Actual Size

Returns the Workflow to its default size after a Monitoring Workflows#Fit Fit or Monitoring Workflows#Zoom Zoom.

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Zoom
Zoom
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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 Monitoring Workflows#Actual Actual Size icon.

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Horizontal Layout
Horizontal Layout
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Horizontal Layout

Reformats the Workflow into a horizontal layout.

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Vertical Layout
Vertical Layout
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Vertical Layout

Reformats the Workflow into a vertical layout.

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Toggle Vertex Style
Toggle Vertex Style
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Toggle Vertex Style

For running Workflows, switches the icon display between status-related icons and task-related icons (see Monitoring Workflows#Workflow Workflow Monitor Display Mode). This icon only appears on the icon bar when you are monitoring a running Workflow.

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Toggle Critical Path View
Toggle Critical Path View
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Toggle Critical Path View

Toggles between the normal view of the Workflow and the Critical Path View.
 

Note
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This icon displays in the toolbar only if the Critical Path Calculations Permitted Universal Controller system property is set to true.


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Outline
Outline
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Outline

For large Workflows, the outline provides a way of positioning a specific area of the Workflow in the display, without using the Monitoring Workflows#Pan Pan mode.

  1. Click the Outline icon. The Outline window opens.
  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 to show only the area within the blue box.

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Help
Help
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Help

Displays help documentation for Workflows.

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Console
Console
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Console

While a Workflow is running, you can click the Console icon to display processing messages.

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The task type of each task instance is represented by an icon that displays above the task instance name.
 

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Note
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You can change the Workflow Monitor so that the icon above each task instance name represents the current status of that task instance (see Monitoring Workflows#Displaying Displaying Task Status Icons).

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Task Instance Status
Task Instance Status
Task Instance Status

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To display the menu of task instance actions, right-click a task instance.
 

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Action

Description

View/Edit

Allows you to view and edit the Task Instance Details for this task instance.

View/Edit In Tab

Allows you to view and edit the Task Instance Details for this task instance in a new tab.

View Children

For a workflow task instance only; Allows you to view a list of children task instances of this workflow task instance.

View Tree

For a workflow task instance only; Allows you to view a tree of this workflow task instance and its tasks, including children tasks of any sub-Workflow task, and, optionally, lets you display the Details for any of those tasks.

Commands

Allows you to run a command against the task instance.

View Predecessors/Successors

Allows you to view all predecessors and successors of this task instance in the Workflow.

Insert Task As Predecessor

Allows you to insert a task as a predecessor to this task instance.

Insert Task As Successor

Allows you to insert a task as a successor to this task instance.

Details > Show Details

Allows you to display complete database details for this task instance.

Details > Show Variables

Allows you to display a list of all variables available to this task instance.

Properties

Displays a menu of properties for the task instance.

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To display the menu of workflow task instance actions, right-click anywhere in the Workflow Monitor canvas.
 

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Action

Description

View/Edit

Allows you to view and edit the Task Instance Details for this workflow task instance.

View/Edit In Tab

Allows you to view and edit the Task Instance Details for this workflow task instance in a new tab.

View Children

Allows you to view a list of children task instances of this workflow task instance.

View Tree

Allows you to view a tree of this workflow task instance and its tasks, including children tasks of any sub-Workflow task, and, optionally, lets you display the Details for any of those tasks.

Commands

Allows you to run a command against this workflow task instance.

Show Skipped/Restore

Allows you to show any skipped tasks for this workflow task instance.

Hide Skipped

Allows you to hide any skipped tasks for this workflow task instance.

Find In Workflow...

Allows you to find a task instance in this workflow task instance.

Pan To Top

Allows you to restore the displayed Workflow Monitor for this workflow task instance to its default, top-left position.

Insert Task...

Allows you to insert a task.

Details > Show Details

Allows you to display complete database details for this workflow task instance.

Details > Show Variables

Allows you to display a list of all variables available to this workflow task instance.

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One of the task actions available for any task instance in a Workflow is to display a list of properties for that task instance.
 

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Connector Details
Connector Details
Connector Details

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To display the menu of connector actions, right-click a connector.
 

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The following table describes each action in the menu:

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One of the connector actions available for any connector in a Workflow is to display a list of properties for that connector.
 

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The information in the Connector properties is view-only.

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Each task instance status is categorized into one of five task instance status types: Running, Complete, Not Running, Problem, and Status Unknown.

Each task instance status type has a corresponding icon.
 

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The information in the Connector properties is view-only.

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Displaying Task Status Icons
Displaying Task Status Icons
Displaying Task Instance Status Icons

You can switch the Workflow Monitor display mode, which by default shows icons that represent task instance types, so that the icons represent task instance status types, as shown in the following example.
 

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To switch display modes, click the Toggle Vertex Style icon .

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If you select a command from either Actions menu, the Console window automatically opens and displays processing information.
 

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Monitoring the Critical Path in a Workflow
Monitoring the Critical Path in a Workflow
Monitoring the Critical Path in a Workflow

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By default, any Workflow with the Calculate Critical Path field enabled will be displayed in the Workflow Monitor in Critical Path View. To toggle in and out of Critical Path View, click the Monitoring Workflows#Toggle Toggle Critical Path View icon.
 

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If you are using View In Workflow to open the Workflow Monitor, or the Workflow being opened has a status of Skipped, Critical Path View will be toggled off by default.

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In Critical Path View, Task instances and connectors in the Critical Path display in the color specified by the Critical Path Color system property.
 

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The Critical Path View is dynamic; if task instances are Skipped in a Workflow, and they longer are part of the Critical Path, they no longer display on the Workflow Monitor while it is in Critical Path View.

If you are in Critical Path View, but you want to see Skipped task instances, you can restore the standard view by clicking the Monitoring Workflows#Toggle Toggle Critical Path View icon in the Workflow Monitor toolbar.

Also, in Critical Path View, Show Skipped / Restore and Hide Skipped are disabled in the Workflow Monitor pop-up menu of commands and options.
 

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When the Workflow completes, the final Critical Path displays.
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Critical Path Status
Critical Path Status
Critical Path Status

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The task instance Details icon for task instances that are critical (or along in a Critical Path) is tinted red. 


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Reports

You can enhance existing Task Instance reports or create new Task Instance reports by utilizing the Critical and Projected End Time fields. For example, you might want to report on task instances that have not completed and are on the critical path, or you might want to report on task instances that have a failure status and are on the critical path.