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Step 1

From the Automation Center navigation pane, select Task Instances > Activity.

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 following example shows that the Workflow Monitor is in Select mode.

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Workflow Monitor Tools
Workflow Monitor Tools
Workflow Monitor Tools

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Icon

Tool

Description

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Go to Parent
Go to Parent
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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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titleNote

To open an embedded Workflow (sub-Workflow) from its Parent Workflow, double-click the embedded Workflow.


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Print
Print

Print

Prints the current Workflow.

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Select
Select

Select

Places the Workflow Monitor in Select mode.

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Pan
Pan

Pan

Places the Workflow Monitor in Pan mode.
 
To pan around the Workflow, click anywhere in the Workflow Monitor canvas and drag your cursor to display any section of the Workflow.
 
To return to your original location, click the Actual Size icon.

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Undo
Undo

Undo

Click to undo the most recent change.

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Redo
Redo

Redo

Click to redo the most recent change that you undid by clicking Undo.

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Fit
Fit

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
Zoom In

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
Zoom Out

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
Actual Size

Actual Size

Returns the Workflow to its default size after a Fit or Zoom.

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Zoom
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.

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Horizontal Layout
Horizontal Layout

Horizontal Layout

Reformats the Workflow into a horizontal layout.

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Vertical Layout
Vertical Layout

Vertical Layout

Reformats the Workflow into a vertical layout.

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Toggle Vertex Style
Toggle Vertex Style

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.

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Toggle Critical Path View
Toggle Critical Path View
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Toggle Critical Path View

Toggles between the normal view of the Workflow and the Critical Path View.
 

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This icon displays in the toolbar only if the Critical Path Calculations Permitted Universal Controller system property is set to true.


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Outline
Outline

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.

  1. Click the Outline icon. The Outline window opens.
  2. In the Outline window, move and/or resize the blue box to identify the area of the Workflow you want to work on. The display repositions to show only the area within the blue box.

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Help
Help

Help

Displays help documentation for Workflows.

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Console
Console

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.
 

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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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Displaying Task Status Icons
Displaying Task Status Icons
Displaying Task Instance Status Icons

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.
 

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You 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.
 

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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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Monitoring the Critical Path in a Workflow
Monitoring the Critical Path in a Workflow
Monitoring the Critical Path in a Workflow

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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.
 

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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.
 

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When the Workflow completes, the final Critical Path displays.
 

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Critical Path Status
Critical Path Status
Critical Path Status

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The task instance Details icon for task instances that are critical (or along in a Critical Path) is tinted red. 


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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.