Page Comparison

This section contains general information about the task instance.

Name of this task instance.

Instance Number

Description

Member of Business Services

Task

Launch Source

Source Instance

Invoked by

Calendar

Time Zone Preference

Virtual Resource Priority

This section contains information about the current status of the task instance.

Status

Exit Code

Status Description

Operational Memo

Evaluation Time

Critical

Wait Until Time

Queued Time

End Time

Duration

Progress

Number of tasks in the Workflow that are in Success, Skipped, or Finished status / Total number of tasks in the Workflow.

This section contains assorted detailed information about the task instance.

Show/Hide Skipped Tasks

This section contains specifications for waiting to start and/or delaying on start the task.

This section contains information on time-related specifications for the task instance.

This section contains Critical Path-related specifications for the task.

This section contains Execution Restriction specifications for the task if it is within a Workflow.

This section contains time-related statistics for the task instance.

Lowest Estimated End Time

Average Estimated End Time

Highest Estimated End Time

Projected End Time

System-supplied; projected end time of the task instance, calculated by the Controller based on the projected end time of its predecessor (or the maximum projected end time of all its predecessors, if more than one path exists to that task instance) plus its estimated critical path duration.

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.

Status History

History of all statuses that the task instance has gone through.

This section identifies the buttons displayed above and below the Workflow Task Instance Details that let you perform various actions.

Update

Force Finish

Hold

Skip

Release Recursive

View Parent

View Workflow

Delete

Refresh

Refreshes any dynamic data displayed in the Details.

Close

For pop-up view only; closes the pop-up view of this task instance.

This section identifies the tabs across the top of the Workflow Task Instance Details that provide access to additional information about the task instance.

Workflow Task Instance

Displays details about this Workflow task instance.

Virtual Resources

Exclusive Requests

Step Conditions

Notes

To add a task to the Workflow Editor canvas, click the icon to the left of the task and drag it onto the canvas.
 
You can add any task to a Workflow multiple times. To differentiate between multiple additions of the same task in a Workflow, you can assign each of them a unique name used only within the Workflow; the name of the task in the Task Details will not change. To change the name of a task within a Workflow, display the Task Properties menu and select a new name in the name field.

Repeat these steps until you have added all the tasks you need.

To close the Task Find window, click the X in the upper right corner. Or, to keep the window open but minimized, click the minimize icon.

Workflow

Linux/Unix

Windows

z/OS

Universal Command

PeopleSoft

SAP

File Transfer

Manual

Timer

SQL

Stored Procedure

Email

Web Service

Task Monitor

Agent File Monitor

Remote File Monitor

System Monitor

Variable Monitor

Application Control

Email Monitor

Universal

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

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 Holiday 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 --

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:

• 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.

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

If Complex is enabled, you can use this field to specify which in a series of days you want to select. Used in conjunction with the Noun, Qualifier, and Nth Amount (if Adjective = Nth) fields. For example, to specify "the 15th business day of the month," select Adjective: Nth, Noun: Business Day, Qualifier: Month, Nth Amount: 15.
 
Options:

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

If Complex is enabled, you can use this field to specify the type of day(s) you want to select.

Used in conjunction with the Adjective, Qualifier, and Nth Amount (if Adjective = Nth) fields. For example, to specify "the 1st business day of the month," select Adjective: 1st, Noun: Business Day, Qualifier: Month.
 
Options:

• Sunday through Saturday
• Day = any day
• Business Day = The business days specified in the calendar selected in the Workflow definition Default Calendar field.
• Custom Days specified in the calendar selected in the Workflow definition Default Calendar 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 Custom Day Choice field; otherwise, the task will not run or skip as expected on the custom day:
    • If you launch a Workflow manually, the Workflow Default Calendar is used. If a Default Calendar 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 Override Inherited Calendar is enabled.

If Complex is enabled, you can use this field to specify the period(s) for your selection formula.

Used in conjunction with the Adjective, Noun, and Nth Amount (if Adjective = Nth) fields. For example, to specify "the 1st business day of the month," select Adjective: 1st, Noun: Business Day, Qualifier: Month.
 
Options:

• Month
• Year
• Week
• Quarter
• January through December
• Custom Period (see Creating Custom Days)

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

If 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 --

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

Default is 1.

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

Options:

• Day
• Business Day

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: Evaluate At, Name, Operator, and Value.

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

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

If 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.

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

New

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

Delete

Refresh

Refreshes any dynamic data displayed in the Details.

Close

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

In the Workflow Monitor, right-click any white space in the Workflow Editor canvas.

Click Insert Task.... The Task Insert > Task Selection dialog displays.

Find the task you want to insert (see Searching For and Adding Tasks) and drag the task's icon onto the Workflow Editor canvas where you would like it to be inserted.

Select zero or more predecessors and zero or more Successors for the inserted task.

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. For task instances within an inserted Workflow, Run Criteria will be evaluated using the inherited Trigger Time.
 
If you do not want the inserted task 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.

From the Automation Center navigation pane, select Tasks > All Tasks or Tasks > Workflow Tasks.

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.

Select a View in which you want to display the Forecast: Workflow or List.

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.