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Workflow

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Application Control

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 794510219 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 794510219 Adjective, 794510219 Noun, and 794510219 Qualifier fields.

If 794510219 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 794510219 Noun, 794510219 Qualifier, and Nth Amount (if 794510219 Adjective = Nth) fields. For example, to specify "the 15th business day of the month," select 794510219 Adjective: Nth, 794510219 Noun: Business Day, 794510219 Qualifier: Month, 794510219 Nth Amount: 15.
 
Options:

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

If 794510219 Complex is enabled, you can use this field to specify the type of day(s) you want to select.

Used in conjunction with the 794510219 Adjective, 794510219 Qualifier, and 794510219 Nth Amount (if 794510219 Adjective = Nth) fields. For example, to specify "the 1st business day of the month," select 794510219 Adjective: 1st, 794510219 Noun: Business Day, 794510219 Qualifier: Month.
 
Options:

• Sunday through Saturday
• Day = any day
• Business Day = The business days specified in the calendar selected in the Workflow definition 794510219 Default Calendar field.
• Custom Days specified in the calendar selected in the Workflow definition 794510219 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 794510219 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 794510219 Default Calendar is used. If a 794510219 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 794510219 Override Inherited Calendar is enabled.

If 794510219 Complex is enabled, you can use this field to specify the period(s) for your selection formula.

Used in conjunction with the 794510219 Adjective, 794510219 Noun, and 794510219 Nth Amount (if 794510219 Adjective = Nth) fields. For example, to specify "the 1st business day of the month," select 794510219 Adjective: 1st, 794510219 Noun: Business Day, 794510219 Qualifier: Month.
 
Options:

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

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

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

Options:

• -- None --
• Less
• Plus

Default is – None --

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

Default is 1.

If 794510219 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: 794510219 Evaluate At, 794510219 Name, 794510219 Operator, and 794510219 Value.

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

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

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

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

If 794510219 Variable = enabled; Allows you to specify the value or regular expression (up to 255 alphanumeric characters) that the Controller should look for when evaluating the variable.

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.

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

Click the Task Name of the Workflow task that you want to modify. Workflow Task Details for that task displays.

Click Edit Workflow to display the 794510219 Workflow Editor.

Modify the Workflow and click the 794510219 Save icon.

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

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

Find the task you want to insert (see 794510219 Searching For and Adding Tasks) and drag the task's icon onto the Workflow Editor canvas where you would like it to be inserted.
 
The Controller inserts the task as a predecessor to the task instance that you right-clicked, and the inserted task will start to run when all of its dependencies (for example, virtual resources) have been met. If the selected task instance had not already started, it will wait until the inserted task completes and all of its other dependencies have been satisfied.
 
For inheritance of actions on Defined status, refer to Universal Controller property Inherit Actions On Defined For Insert Task.

By default, the inserted task will inherit the Trigger Time of the parent Workflow. If the Trigger Time of the parent Workflow is undefined, the Launch Time will be inherited as the Trigger Time instead.
 
If you do not want the task to inherit the Trigger Time of the parent Workflow, use the Insert Task command to insert the task and de-select the Inherit Trigger Time field.

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

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

Optionally, you can modify the selection of Predecessors and Successors before proceeding.

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

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

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

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

Find the task you want to insert (see 794510219 Searching For and Adding Tasks) and drag the task's icon onto the Workflow Editor canvas where you would like it to be inserted.
 
The Controller inserts the task as a successor to the task instance that you right-clicked. When that task instance completes, the inserted task will start to run, assuming that all of its dependencies (for example virtual resources) have been met.
 
For inheritance of actions on Defined status, refer to Universal Controller property Inherit Actions On Defined For Insert Task.

By default, the inserted task will inherit the Trigger Time of the parent Workflow. If the Trigger Time of the parent Workflow is undefined, the Launch Time will be inherited as the Trigger Time instead.
 
If you do not want the task to inherit the Trigger Time of the parent Workflow, use the Insert Task command to insert the task and de-select the Inherit Trigger Time field.

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

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

Optionally, you can modify the selection of Predecessors and Successors before proceeding.

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

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

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.