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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 Save 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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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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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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Step Actions | Lists all step actions created for this task. | ||||||||||||
| Lists all instances of this Workflow. | ||||||||||||
Triggers |
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Notes |
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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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Calendar |
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Time Zone Preference |
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Virtual Resource Priority |
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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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Evaluation Time |
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Critical |
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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 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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Step Conditions |
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Notes |
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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. | |||||||||||
| Prints the current Workflow. | ||||||||||||
| 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. | |||||||||||
| Pan | Places the Workflow Editor in Pan mode. | |||||||||||
| Connect (bent) | Places the Workflow Editor in Connect mode.
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| Undo | Click to undo the most recent change. | |||||||||||
| Redo | Click to redo the most recent change that you undid by clicking Undo. | |||||||||||
| 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. | |||||||||||
| 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. | |||||||||||
| Delete | Permanently deletes the selected elements. Delete does not keep a copy of the deleted elements in memory. | |||||||||||
| 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 Monitoring Workflows). This icon only appears on the icon bar when you are monitoring a running Workflow. | |||||||||||
| 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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Step 1 | Click the Add Task icon. The Task Find dialog displays. | Step 2 | 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 | 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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Task Type | Success | Failure | Success/Failure | Step Condition(s) | Exit Code(s) |
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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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As with other task types, you can run a Workflow manually or specify triggers that run the Workflow task automatically based on times or events.
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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 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 | 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. |
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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 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 | 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. |
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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) 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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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. |
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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 | 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 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. | |||||
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 | 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. | |||||
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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