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The following sample Workflow contains a single group of tasks.
When you launch a Workflow, the first predecessor task in all task groups, and all individual tasks, begin to run. In this example, task stonebranch-saptask-01 would begin to run.
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Step 1 | From the Automation Center navigation pane, select Tasks > Workflow Tasks. The Workflow Tasks list displays a list of all currently defined Workflow tasks. |
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Step 2 | Enter/select Details for a new Workflow task, using the field descriptions below as a guide.
To display more of the Details fields on the screen, you can either:
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Step 3 | Click a button. The Workflow task is added to the database, and all buttons and tabs in Workflow Task Details are enabled. |
Step 4 | Click the Edit Workflow button to display a blank Workflow Editor canvas. |
Step 5 | Follow the instructions provided below for designing the Workflow in the Workflow Editor. |
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To open an existing record on the list, either:
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Depending on the values that you enter / select for these fields, and whether or not the Workflow task has ever been launched, more (or less) fields may display. See the field descriptions, below, for a description of all fields that may display in the Workflow Task Details.
For information on how to access additional details - such as Metadata and complete database Details - for Workflows (or any type of record), see Records.
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Field Name | Description | ||||||||||||
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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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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. | ||||||||||||
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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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 & 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 Task |
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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. | ||||||||||||
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Triggers |
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Notes |
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The following Workflow Task Instance Details contains information on the execution of the Workflow shown in the Workflow Task Details.
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General | This section contains general information about the task instance. | ||||||||||||
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Instance Number |
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Description |
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Member of Business Services |
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Task |
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Source Version |
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Launch Source |
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Source Instance |
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Invoked by |
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Calendar |
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Time Zone Preference |
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Virtual Resource Priority |
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Mutually Exclusive With Self |
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Status | This section contains information about the current status of the task instance. | ||||||||||||
Status |
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Exit Code |
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Status Description |
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Operational Memo |
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Evaluation Time |
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Critical |
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Wait Until Time |
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Queued Time |
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End Time |
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Duration |
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Progress | Number of tasks in the Workflow that are in Success, Skipped, or Finished status / Total number of tasks in the Workflow. | ||||||||||||
Workflow Details | This section contains assorted detailed information about the task instance. | ||||||||||||
Show/Hide Skipped Tasks |
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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 information on time-related specifications for the task instance. | ||||||||||||
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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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Statistics | This section contains time-related statistics for the task instance. | ||||||||||||
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Lowest Estimated End Time |
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Average Estimated End Time |
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Highest Estimated End Time |
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Projected Start Time |
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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. | ||||||||||||
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. | ||||||||||||
Status History | History of all statuses that the task instance has gone through. | ||||||||||||
Buttons | This section identifies the buttons displayed above and below the Workflow Task Instance Details that let you perform various actions. | ||||||||||||
Update |
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Force Finish |
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Hold |
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Skip |
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Release Recursive |
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View Parent |
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View Workflow |
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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 instance. | ||||||||||||
Tabs | 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 |
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Exclusive Requests |
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Critical Endpoints | Step Conditions |
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Notes |
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The name of the workflow that you are editing is shown:
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The Workflow Editor has three modes. Each mode, which you select by clicking the appropriate icon in the Workflow Editor toolbar, allows you to use one or more specific Workflow Editor tools.
Icon | Mode | Description | |||||||||||
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| Clicking the Select icon on the Workflow Editor toolbar places the Workflow Editor in Select mode, which allows you to use all Workflow Editor tools except Connect and Pan. The Select mode is the default mode for the Workflow Editor. | ||||||||||||
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| Clicking a Connect icon on the Workflow Editor toolbar places the Workflow Editor in Connect mode, which allows you to create connections between tasks. | |||||||||||
| Clicking the Pan icon on the Workflow Editor toolbar places the Workflow Editor in Pan mode, which allows you to scroll around in the Workflow. (You also can use the Outline tool in any mode) to scroll around in the Workflow.
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The following example shows that the Workflow Editor is in Select mode.
You also can perform all task actions and connector actions in any mode.
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The following table describes the tools used to define Workflows, including the tools associated with the three Workflow Editor modes. The tools are listed by icon, as they appear - left to right - in the Workflow Editor toolbar.
Icon | Tool | Description | ||||
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| Go to 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.)
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| Open Workflow | Displays an Open Workflow pop-up dialog from which you can select a Workflow to replace the Workflow currently displayed in the Workflow Editor. (Make sure to save the current Workflow before replacing it.) |
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| Save | Saves the current Workflow. | ||||
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| Prints the current Workflow. | |||||
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| Add Task | Displays the Task Find dialog, which allows you to search for and select tasks for the Workflow from a searchable list of defined tasks. (The Workflow Search Result Limit Universal Controller system property defines how many tasks display on the list.)
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| Select | Places the Workflow Editor in Select mode. | ||||
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| Pan | Places the Workflow Editor in Pan mode. | ||||
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| Connect (bent) | Places the Workflow Editor in Connect mode.
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| Undo | Click to undo the most recent change. | ||||
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| Redo | Click to redo the most recent change that you undid by clicking Undo. | ||||
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| Cut | Deletes the selected element(s): tasks, connectors, or both. Use Ctrl+Click to select and cut multiple elements. You can paste cut tasks into the same Workflow Editor or into the Workflow Editor of any other Workflow. If you cut a connector, and include its source and target tasks in the cut, you can paste the cut connector (and the tasks) into the same Workflow Editor or into the Workflow Editor of any other Workflow.
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| Copy | Copies the selected element(s): tasks, connectors, or both. Use Ctrl+Click to select and copy multiple elements. You can paste copied tasks into the same Workflow Editor or into the Workflow Editor of any other Workflow. If you copy a connector, and include its source and target tasks in the copy, you can paste the copied connector (and the tasks) into the same Workflow Editor or into the Workflow Editor of any other Workflow. | ||||
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| Paste | Pastes the copied or cut element(s) into the currently open Workflow Editor or into the Workflow Editor of any other Workflow. If you want to paste a cut or copied connector, you must include the source and target tasks of the connector in the cut or copy. | ||||
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| Delete | Permanently deletes the selected elements. Delete does not keep a copy of the deleted elements in memory. | ||||
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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 Fit by clicking the Actual Size icon. | ||||
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| Zoom In | Zooms in (enlarges) the Workflow. To return the Workflow to its default size, click the Actual Size icon. | ||||
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| Zoom Out | Zooms out (diminishes) the Workflow. To return the Workflow to its default size, click the Actual Size icon. | ||||
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| Actual Size | Returns the Workflow to its default size after a Fit or 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 Actual Size icon. | ||||
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| Horizontal Layout | Reformats the Workflow into a horizontal layout. | ||||
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| Vertical Layout | Reformats the Workflow into a vertical layout. | ||||
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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). This icon only appears on the icon bar when you are monitoring a running Workflow. | ||||
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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 Pan mode.
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| Help | Displays help documentation for Workflows. | ||||
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| Console | While a Workflow is running, you can click the Console icon to display processing messages. |
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Step 1 | Click the Add Task icon. The Task Find dialog displays. | |
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Step 2 | Several methods are available for finding tasks: The Task Find dialog lists the task(s) that match your search criteria. | Step 3
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. |
Step 4 | Repeat these steps until you have added all the tasks you need. | |
Step 5 | Position the tasks on the canvas as desired. The connections that you will make between the tasks determine the order in which the tasks run, so position the tasks accordingly. For example: | |
Step 6 | 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. |
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You can display the following detailed information for any task by hovering your mouse over the task.
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For each task in a Workflow, the Controller provides a menu of actions that you can take on that task. You can perform task actions in any Workflow Editor mode.
To display the menu of task actions, right-click a task.
The following table describes each action in the menu:
Action | Description |
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View/Edit | Allows you to view and edit the Task Details for this task. |
View/Edit In Tab | Allows you to view and edit the Task Details for this task in a new tab. |
Cut | Cuts the task from its location in the
The Task Find dialog lists the task(s) that match your search criteria. |
Step 3 | To add a task to the Workflow Editor canvas, click the icon to the left of the task and drag it onto the canvas. |
Step 4 | Repeat these steps until you have added all the tasks you need. |
Step 5 | Position the tasks on the canvas as desired. The connections that you will make between the tasks determine the order in which the tasks run, so position the tasks accordingly. For example: |
Step 6 | 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. |
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You can display the following detailed information for any task by hovering your mouse over the task.
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For each task in a Workflow, the Controller provides a menu of actions that you can take on that task. You can perform task actions in any Workflow Editor mode.
To display the menu of task actions, right-click a task.
The following table describes each action in the menu:
Action | Description |
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View/Edit | Allows you to view and edit the Task Details for this task. |
View/Edit In Tab | Allows you to view and edit the Task Details for this task in a new tab. |
Cut | Cuts the task from its location in the Workflow. You can paste a cut task back into the same Workflow Editor or into the Workflow Editor of any other Workflow. |
Copy | Creates a copy of the task for inclusion in the same Workflow Editor or for inclusion in the Workflow Editor of any other Workflow. |
Paste | Pastes a copy of the task into the Workflow or into the Workflow Editor of any other Workflow. |
Delete | Deletes the task from the Workflow. You cannot paste a deleted task back into the Workflow. |
View/Edit Run Criteria | Allows you to view and edit any run criteria that has been created for this task. |
View/Edit Critical Endpoint | Allows you to view and edit any critical endpoint that has been created for this workflow. |
View/Edit z/OS Step Actions | z/OS Tasks only; Allows you to view and edit any z/OS step actions that have been created for this task. |
View Predecessors/Successors | Allows you to view all predecessors and successors of this task in the Workflow. |
Details > Show Details | Allows you to display complete database details for this task. |
Properties | Displays a menu of properties for the task. |
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One of the task actions available for any task in a Workflow is to display a list of properties for that task.
You can change the name of a task within a Workflow by entering a new name in the name field. By Default, the name of a task is its name in the Task Details. Changing the name of a task within a Workflow does not change its name in the Task Details.
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To display the menu of workflow task actions, right-click any white space in the Workflow Editor canvas.
The following table describes each action in the menu:
Action | Description |
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New Task... | Allows you to create and insert a new task into a Workflow and connect it to other tasks in the Workflow. |
View/Edit | Allows you to view and edit the Task Details for this workflow task. |
View/Edit In Tab | Allows you to view and edit the Task Details for this workflow task in a new tab. |
View Children | Allows you to view a list of child tasks of this workflow task. |
Paste | Allows you to paste cut or copied elements from this workflow or any other workflow into the Workflow Editor. |
Launch Workflow | Allows you to launch this workflow task |
Find In Workflow... | Allows you to find a task in this workflow task. |
Pan To Top | Allows you to restore the displayed Workflow Editor for this workflow task to its default, top-left position. |
Details > Show Details | Allows you to display complete database details for this workflow task. |
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One of the task actions available for a Workflow displayed in the Workflow Editor is New Task..., which lets you create and insert a new task into the the Workflow Editor.
Step 1 | Select New Task... in the Task Actions for Workflow menu to display a list of task types. | |
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Step 2 | Select a task type and, in the task Details for that task type, create a new task. | |
Step 3 | Click the Save button to insert the new task into the Workflow Editor where the Action menu is created (the right-click location). | |
Step 4 | Locate and connect the new task to other tasks in in the Workflow and click the Save iconShow Details | Allows you to display complete database details for this workflow task. |
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One of the task actions available for a Workflow displayed in the Workflow Editor is New Task..., which lets you create and insert a new task into the the Workflow Editor.
Step 1 | Select New Task... in the Task Actions for Workflow menu to display a list of task types. |
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Step 2 | Select a task type and, in the task Details for that task type, create a new task. |
Step 3 | Click the Save button to insert the new task into the Workflow Editor where the Action menu is created (the right-click location). |
Step 4 | Locate and connect the new task to other tasks in in the Workflow and click the Save icon. |
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You can add special instructions that can identify specific tasks within a workflow or sub-workflow as Critical Endpoints used when computing the critical path(s) of a workflow.
When a workflow is launched or triggered, each task within the workflow specified as a Critical Endpoint will be identified in the task instance with a Critical Endpoint flag. The Critical Endpoint flag instructs the workflow to compute the critical path(s) to the Critical Endpoints instead of leaf nodes within the workflow.
Additionally, when specifying a Critical Endpoint, you can optionally override the task-level Late Start and Late Finish conditions. If you leave the Late Start and Late Finish options unchecked, the task-level conditions will remain unchanged.
Step 1 | Display the Details of the Workflow for which you want to specify a critical endpoint. |
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Step 2 | Click the Critical Endpoints tab. The critical endpoint list displays a list of any existing critical endpoints for that task. |
Step 3 | Click the . Critical Endpoint Details displays: |
Step 4 | Select a Task from the drop-down menu to be a Critical Endpoint in the workflow. Enable Late Start or Late Finish to override task level Late Start and Late Finish conditions. If you leave the Late Start and Late Finish options unchecked, the task-level conditions will remain unchanged. |
Step 5 | Click the to save the record. |
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Step 1 | Click one of the Connect icons to place the Workflow Editor in Connect mode. |
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Step 2 | Click the predecessor task; that is, the task whose status will trigger the next task.
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Step 3 | Drag your mouse to the successor task; that is, the task that will be triggered. As you drag your mouse, a red line display. Drag your mouse all the way to the center of the successor task; the red line becomes a dotted, green line - the connector between the tasks - and the successor task is highlighted. |
Step 4 | Release the mouse button. The connector becomes a highlighted, solid green line (identifying it as a default Success condition).. Optionally, you can reposition the connection by dragging it to a new location. Arrows on the connectors indicate the direction of the Workflow. |
Step 5 | Repeat this process for other connectors to be added. |
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To display the menu of connector actions, right-click a connection.
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.
The information in the connector properties is view-only.
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The following illustration shows the connector formats for all condition types and the details that displays for each condition type (in this case, Success/Failure) when you hover your cursor over the connector.
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Step 2 | Position the cursor near the group that you want to move. |
Step 3 | Click the Workflow Editor canvas and begin dragging. A blue shaded box appears. This identifies the selection area. |
Step 4 | Drag the selection area over the tasks you want to select, as shown in the following example: |
Step 5 | When you have selected the group of tasks and connectors that you want to move, release the mouse. The tasks and connectors included in the group are highlighted, as shown: |
Step 6 | Hover your cursor over any element in the group until the Move cursor displays, then click that element and drag the group to the new location. All selected elements are moved. |
Step 7 | To deselect the group, click elsewhere in the Workflow Editor canvas. |
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Step 1 | Display the Details of the Workflow for which you want to specify skip/run criteria. |
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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: |
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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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 Holiday 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 Custom Day Choice field.
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| If Custom Day 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 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.
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| 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.
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| 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.
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| 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:
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:
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; Allows you to specify when you want the Controller to evaluate the variable.
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| 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. | |||||||||||
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 | Display the Details of the Workflow task for which you want to copy the skip/run criteria of one of its tasks. |
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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. |
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. |
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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: |
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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Step 1 | On the Workflow Tasks list, right-click a Workflow task to display an Action menu. | ||||||
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Step 2 | Click Edit Workflow to display the Workflow Editor for that Workflow. | ||||||
| Right-click any white space in the Workflow Editor canvas. A pop-up menu displays. | ||||||
Step 4 | Click Find in Workflow... to display a Find in Workflow dialog. | ||||||
Step 5 | Select an operator for the search (contains, starts with, or equals), enter the full or partial name of the task(s) that you want to find, and click OKpress enter. The Controller locates and displays the first task within the Workflow that matches the search criteria. Click the Next and/or Previous buttons to find any other tasks that match the search criteria. |
Note | ||
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You also can locate a task in a Workflow by using the Pan tool. |
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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 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 Workflow that you want to insert (see 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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Step 1 | In the Workflow Monitor, right-click any white space in the Workflow Editor canvas. | |||||
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Step 2 | Click Insert Task.... The Task Insert > Task Selection dialog displays. | |||||
Step 3 | 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. | |||||
Step 4 | The Task Insert > Predecessor/Successor Selection dialog displays. | |||||
Step 5 | Select zero or more predecessors and zero or more Successors for the inserted task. | |||||
Step 6 | 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. | |||||
Step 7 | Click OK. The Controller inserts the task as a successor to the selected predecessor task instance(s) and as a predecessor to the selected successor task instance(s).
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All Tasks list | Right-click any workflow task in the list to access the View Children action from the Workflow Task Commands menu. |
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Workflow Tasks List | Right-click any workflow task in the list to access the View Children action from the Workflow Task Commands menu. |
Workflow Task Details | Right-click anywhere in the Details to access the View Children action from the Workflow Task Commands menu. |
Workflow Editor | Right-click any white-space or workflow task vertex to access the View Children action. |
Workflow Forecast | Right-click any white-space or workflow task vertex to access the View Children action. |
Viewing Children Tasks of a Workflow Task Instance
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Activity Monitor | Right-click any workflow task instance in the list to access the View Children action from the Workflow Task Commands menu. |
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Task Instances list | Right-click any workflow task instance in the list to access the View Children action from the Workflow Task Commands menu. |
Workflow Task Instance Details | Right-click anywhere in the Details to access the View Children action from the Workflow Task Commands menu. |
Workflow Monitor | Right-click any white-space or workflow task instance vertex to access the View Children action. |
Workflow Task Details | Click the Instances tab of any workflow task, then right-click any workflow task instance in the list to access the View Children action from the Workflow Task Commands menu. |
Anchor | ||||
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All Tasks list | Right-click any workflow task in the list to access the View Tree action from the Workflow Task Commands menu. |
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Workflow Tasks List | Right-click any workflow task in the list to access the View Tree action from the Workflow Task Commands menu. |
Workflow Task Details | Right-click anywhere in the Details to access the View Tree action from the Workflow Task Commands menu. |
Workflow Editor | Right-click any white-space or workflow task vertex to access the View Tree action. |
Workflow Forecast | Right-click any white-space or workflow task vertex to access the View Tree action. |
Tree View | Right-click any workflow task within a Tree View to access the View Tree action from the Workflow Task Commands menu. The Tree View for that workflow task will display in a new tab. |
Anchor | ||||
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Activity Monitor | Right-click any workflow task instance in the list to access the View Tree action from the Workflow Task Commands menu. |
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Task Instances list | Right-click any workflow task instance in the list to access the View Tree action from the Workflow Task Commands menu. |
Workflow Task Instance Details | Right-click anywhere in the Details to access the View Tree action from the Workflow Task Commands menu. |
Workflow Monitor | Right-click any white-space or workflow task instance vertex to access the View Tree action. |
Workflow Task Details | Click the Instances tab of any workflow task, then right-click any workflow task instance in the list to access the View Tree action from the Workflow Task Commands menu. |
Tree View | Right-click any workflow task instance within a Tree View to access the View Tree action from the Workflow Task Commands menu. The Tree View for that workflow task instance will display in a new tab. |
Note | ||
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If the Critical Path Calculations Permitted Universal Controller system property is set to true, the Details icon for any task instance on the Critical Path will display in red. |
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Step 1 | Display the Activity Monitor or Task Instances List. |
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Step 2 | Right-click a task instance to display an Action menu. |
Step 3 | Click View Predecessors/Successors to display the View Predecessors/Successors pop-up dialog. |
Step 4 | If you want to view the task instance Details of any predecessor or successor task instance, click that task instance. |
Step 5 | If you want to view a predecessor or successor task instance of the selected task instance within the Workflow, right-click that task instance to display an Action menu, and then click View Workflow. |
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Step 1 | Open the Workflow Editor. |
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Step 2 | Right-click a task 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 4 | Click Edit if you want to edit the predecessors and successors of this task in the workflow. |
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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 | Open the Workflow Monitor. |
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Step 2 | Double-click a task instance, or right-click and select View/Edit, to see its Task Instance Details. |
Step 3 | Right-click in the Task Instance Details to display an Action menu. |
Step 4 | Click View Predecessors/Successors to display a detailed view of the View Predecessors/Successors pop-up dialog. |
Step 5 | If you want to view the task instance Details of any predecessor or successor task instance, click that task instance. |
Step 6 | If you want to view a predecessor or successor task instance of the selected task instance within the Workflow, right-click that task instance to display an Action menu, and then click View Workflow. |
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- View task run criteria for all tasks in the Workflow.
- View and/or download a list of predecessors/successors and task run criteria for all tasks in the Workflow.
Step 1 | Display the Workflows list. |
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Step 2 | Right-click a Workflow on the list and select View Children from the Action menu, or right-click within the task Details for the Workflow and select View Children. A list of child tasks within that Workflow displays. |
Step 3 | Click the Expand icon () next to any child task to display additional content for that child task, including Task Run Criteria, Predecessors, and Successors. |
Step 4 | For any Task Run Criteria on the list, click the Details icon to displays its record Details, or right-click it to display a menu of options available for that Task Run Criteria. |
Step 5 | For any Predecessor / Successor on the list, right-click it to display a menu of options available for that predecessor/successor. |
Step 6 | To view and/or save a list of all predecessors/successors and task run criteria for all child tasks within the Workflow, click the Download button on the View Children list. |
Step 7 | To print all currently displayed information on the list, click the Print button. |
Step 8 | To refresh all information on the list, click the Refresh button. |
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Step 1 | Display the Activity Monitor or Task Instances list. |
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Step 2 | Right-click a Workflow on the Activity Monitor or Task Instances list, or open a Workflow on the Activity Monitor or Task Instances list and then right-click within that Workflow Details, to display an Action menu. |
Step 3 | Select Workflow Task Commands > View Children to display a list of child task instances within that Workflow. |
Step 4 | Click the Expand icon () next to any child task instance to display additional content for that child task instance, including Predecessors and Successors. |
Step 5 | For any Predecessor / Successor on the list, right-click it to display a menu of options available for that predecessor/successor. |
Step 6 | To print all currently displayed information on the list, click the Print button. |
Step 7 | To refresh all information on the list, click the Refresh button. |
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Step 1 | Open the Workflow Editor. | |||||
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Step 2 | Right-click a Task to display an Action menu. | |||||
Step 3 | Click Edit Predecessors/Successors to display the Edit Predecessors/Successors pop-up dialog. 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 4 | To add a task as a predecessor or successor to the selected task, hold the Ctrl key and click the name of that task. To remove a task as a predecessor or successor to the selected task, hold the Ctrl key and click the name of that task. | |||||
Step 5 | To add a task as a predecessor or successor to the selected task and remove all other predecessors or successors, click the name of that task. |
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Step 1 | Display the Activity Monitor, Task Instances list, or Workflow Monitor. |
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Step 2 | Right-click a task instance on the Activity Monitor or Task Instances list, or open a Workflow and then right-click within that Workflow Details, to display an Action menu. |
Step 3 | Select View Blocking Ancestors... to display a View Blocking Ancestors dialog. |
Step 4 | Select how you want to view the blocking ancestors. |
Step 5 | Select Include Potential Matches if you want to include potential matches for blocking task instances. (By default, Include Potential Matches is not be selected.) If you select Include Potential Matches, the dialog will displays a Qualifying From Date field that lets you specify a date from which potential matches may qualify (in other words, how far back to look for a potential match). |
Step 6 | Select Expand/Inline Workflows if you want to expand/inline workflow task instances when displaying blocking ancestors as a List or Graph. |
Step 7 | Click Submit to display the blocking ancestors in your selected view. |
View Blocking Ancestors - List
View Blocking Ancestors - Tree
View Blocking Ancestors - Graph
Anchor | ||||
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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). By default, the Time Zone field is read-only and displays the time zone in the Forecast Time Zone field, since the Use Forecast Time Zone field is checked.; The Forecast Time Zone field allows you to change what time zone this forecast of the Workflow will evaluate in. It defaults to the time zone of the Controller but can be modified to another time zone. Uncheck the Use Forecast Time Zone field if you want to enable the Time Zone field and enter a different time zone. The Forecast Time Zone and Use Forecast Time Zone fields allow the forecast to evaluate as if in one time zone, and also allow the Date and Time of the forecast to be based upon another time zone. The time zone associated with the Date and Time is used only for calculating the Date and Time at which the forecast starts. For example, a Forecast could be executed to run at a specific date and time with respect to Time Zone, and yet the Forecast itself will execute, and evaluate Run Criteria and Execution Restrictions, based upon the Forecast Time Zone
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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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