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Step 1 | From the Automation Center navigation pane, select Task Instances > Activity. |
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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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The name of the workflow that you are monitoring is shown:
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The following example shows that the Workflow Monitor is in Select mode.
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Icon | Tool | Description | |||||||||||
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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.)
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| Prints the current Workflow. | ||||||||||||
| Select | Places the Workflow Monitor in Select mode. | |||||||||||
| Pan | Places the Workflow Monitor in Pan mode. | |||||||||||
| Undo | Click to undo the most recent change. | |||||||||||
| Redo | Click to redo the most recent change that you undid by clicking Undo. | |||||||||||
| 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. | |||||||||||
| Zoom In | Zooms in (enlarges) the Workflow. To return the Workflow to its default size, click the Actual Size icon. | |||||||||||
| Zoom Out | Zooms out (diminishes) the Workflow. To return the Workflow to its default size, click the Actual Size icon. | |||||||||||
| Actual Size | Returns the Workflow to its default size after a Fit or Zoom. | |||||||||||
| 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. | |||||||||||
| Horizontal Layout | Reformats the Workflow into a horizontal layout. | |||||||||||
| Vertical Layout | Reformats the Workflow into a vertical layout. | |||||||||||
| Toggle Vertex Style | For running Workflows, switches the icon display between status-related icons and task-related icons (see Workflow Monitor Display Mode). This icon only appears on the icon bar when you are monitoring a running Workflow. | |||||||||||
| Toggle Critical Path View | Toggles between the normal view of the Workflow and the Critical Path View.
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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. | |||||||||||
| 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.
Agent File Monitor | Application Control | Email Monitor | ||
File Transfer | Linux/Unix | Manual | PeopleSoft | |
Recurring | Remote File Monitor | SAP | SQL | |
Stored Procedure | System Monitor | Task Monitor | Timer | |
Universal | Universal Command | Variable Monitor | Web Service | |
Windows | Workflow | z Workflow | z/OS |
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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 Displaying Task Status Icons). |
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To display the menu of task instance actions, right-click a task instance.
Action | Description |
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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.
Action | Description |
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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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To display the menu of connector actions, right-click a connector.
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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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.
Running | Complete | Not Running | Problem | Status Unknown |
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.
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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In Critical Path View, Task instances and connectors in the Critical Path display in the color specified by the Critical Path Color system property.
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.
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Also, in Critical Path View, Show Skipped / Restore and Hide Skipped are disabled in the Workflow Monitor pop-up menu of commands and options.
When the Workflow completes, the final Critical Path displays.
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The task instance Details icon for task instances that are critical (or along in a Critical Path) is tinted red.
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.