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To create a Workflow, you enter task Details just as you would for any task, and then design the Workflow on the Workflow Editor, where you add, connect, and organize the tasks that will comprise the Workflow.
During and after a Workflow run, you can view detailed results of the run in the 438092863 Workflow Task Instance Details, and monitor the status of the Workflow on the Workflow Monitor.
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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 the 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.
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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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Override Previous Instance Wait |
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Workflow Details | This section contains assorted detailed information about the Workflow task. | ||||||||||||||
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Auto Layout | If 438092863 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 438092863 Default Calendar for this Workflow instead of the calendar used in the trigger or parent Workflow. | ||||||||||||||
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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 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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Self-Service Options | This section contains Self-Service specifications for the task. | ||||||||||||||
Enforce Variables |
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Lock Variables |
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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 & Edit | Saves a new record in the Controller database and opens the workflow editor. | ||||||||||||||
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 With Variables... | Opens a Launch With Variables... dialog. Optionally, you can:
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Launch |
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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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You can access a Workflow task instance from:
- Instances tab on the 438092863 Workflow Task Details for that task
- Activity Monitor
- Task Instances list
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The following Workflow Task Instance Details contains information on the execution of the Workflow shown in the 438092863 Workflow Task Details.
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Field Name | Description | ||||||||||||||
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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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Simulate |
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Previous Instance Wait Resolved |
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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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Previous Instance Wait |
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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. | ||||||||||||||
Operational Memo History | History of all Operational Memos for the task. | ||||||||||||||
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. | ||||||||||||||
Actions |
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Virtual Resources |
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Exclusive Requests |
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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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See 438092863 Workflow Editor Icons for a guide to the editing tools available for designing Workflows; for more detailed instructions, see the individual topics in this section, below.
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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 438092863 Select icon on the Workflow Editor toolbar places the Workflow Editor in Select mode, which allows you to use all Workflow Editor tools except 438092863 Connect and 438092863 Pan. The Select mode is the default mode for the Workflow Editor. | ||||||||||||
| Clicking a 438092863 Connect icon on the Workflow Editor toolbar places the Workflow Editor in Connect mode, which allows you to create connections between tasks. | ||||||||||||
| Clicking the 438092863 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 438092863 Outline tool in any mode) to scroll around in the Workflow.
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A shadowed outline around the icon in the toolbar indicates the currently selected Workflow Editor mode.
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. | |||||||||||
| 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 438092863 Select mode. | |||||||||||
| Pan | Places the Workflow Editor in 438092863 Pan mode. | |||||||||||
| Connect (bent) | Places the Workflow Editor in 438092863 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 438092863 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 438092863 Fit by clicking the 438092863 Actual Size icon. | |||||||||||
| Zoom In | Zooms in (enlarges) the Workflow. To return the Workflow to its default size, click the 438092863 Actual Size icon. | |||||||||||
| Zoom Out | Zooms out (diminishes) the Workflow. To return the Workflow to its default size, click the 438092863 Actual Size icon. | |||||||||||
| Actual Size | Returns the Workflow to its default size after a 438092863 Fit or 438092863 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 438092863 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 438092863 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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Searching For and Adding Tasks
Step 1 | |
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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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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.
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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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Task Properties
One of the task actions available for any task in a Workflow is to display a list of properties for that task.
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For the workflow displayed in the Workflow Editor, the Controller provides a menu of actions that you can take on that workflow. You can perform task actions in any Workflow Editor mode.
To display the menu of workflow task actions, right-click any white space in the Workflow Editor canvas.
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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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Create and Insert Task
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 438092863 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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After you have added tasks and positioned them on the Workflow Editor canvas, you must connect the tasks.
Step 1 | Click one of the 438092863 Connect icons to place the Workflow Editor in 438092863 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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For each connector in a Workflow, the Controller provides a menu of actions that you can take on that connector. You can perform connector actions in any Workflow Editor mode.
To display the menu of connector actions, right-click a connection.
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Action | Description |
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Conditions | Allows you to select a dependency condition for the connection. |
Go To Source | Highlights the predecessor task for the connector and moves it to the center of the Workflow Editor display. |
Go To Target | Highlights the successor task for the connector and moves it to the center of the Workflow Editor display. |
Cut | Cuts the connector from its location in the Workflow. If you include the source and target tasks of a connector 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. |
Copy | Creates a copy of the connector for inclusion in the Workflow if you include the source and target tasks of the connector 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 a copy of the connector (if you also copied the source and target tasks of the connector) into the Workflow. |
Delete | Deletes the connector from the Workflow. You cannot paste a deleted connector back into the Workflow. |
Properties | Displays a menu of properties for the connector. |
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Connector Properties
One of the connector actions available for any connector in a Workflow is to display a list of properties for that connector.
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The dependency condition that you select for a connection, as allowed for the task type of the predecessor task (see 438092863 Conditions per Task Type, below), determines the format of the connector in the Workflow Editor.
Condition | Connector Format | Description | ||||||
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Success | Solid black line | Run the successor task if the predecessor task goes to Success. | ||||||
Failure | Dotted black line | Run the successor task if the predecessor task goes to Failure. | ||||||
Success/Failure | Dotted black line | Run the successor task if the predecessor task goes to Success or Failure. | ||||||
Variable | Dotted black line | Run the successor task if the variable condition specified in the variable window is met.
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| Dotted black line | Run the successor task if the predecessor task returns one of the specified exit code(s). Format: Numeric. Use commas to list a series of exit codes; use hyphens to specify a range. Example: 1,5, 22-30. | ||||||
Dotted gray line | For predecessor z/OS tasks only: Run the successor task if the running predecessor z/OS task has a step end matching the specified Step Condition(s). |
438092863Connector Graphics for All Condition Types, below, illustrates a Workflow containing connectors for all condition types.
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Task Type | Success | Failure | Success/Failure | Step Condition(s) | Variable | Exit Code(s) |
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Recurring | ||||||
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Step 1 | Hover your mouse over the connection to view the currently selected condition. If you want to change the condition, right-click the connection to display a 438092863 Connector Actions menu. |
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Step 2 | Select Conditions. The Conditions dialog displays. |
Step 3 | Specify a condition (as supported for each task type). |
Step 4 | If you selected Step Condition(s) for a connection to a predecessor z/OS task, click the View/Edit... button to display a Step Conditions dialog that lets you define the step conditions. |
Step 5 | Click OK on the Conditions dialog. |
Step 6 | To see the condition that is specified for a connection, hover your cursor over the connector (see 438092863 Connector Graphics for All Condition Types, below). |
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Step 1 | Hover your mouse over the connection to view the currently selected condition. To change the condition, right-click the connection to display a 438092863 Connector Actions menu. |
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Step 2 | Select Conditions. The Conditions dialog displays. |
Step 3 | Select Variable and click View/Edit... button to display a Variable dialog that lets you define the Variable Condition. |
Step 4 | Using the field descriptions below as a guide, complete the fields and click OK.
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Step 5 | Click OK on the Conditions dialog. |
Step 6 | To see the condition that is specified for a connection, hover your cursor over the connector (see 438092863 Connector Graphics for All Condition Types, below). |
Variable Condition Field Descriptions
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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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Move a Group of Tasks and Connectors
Step 1 | Click the 438092863 Select icon or either 438092863 Connect icon. |
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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 | Click an element, drag your cursor across the Workflow Editor canvas to select a group of elements, or use Ctrl+click to select one element, a group of elements, or a selection of individual elements. |
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Step 2 | Click the 438092863 Delete icon. The selected element or group of elements is deleted. |
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Step 1 | Click an element, drag your cursor across the Workflow Editor canvas to select a group of elements, or use Ctrl+click to select one element, a group of elements, or a selection of individual elements. | |||||
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Step 2 | Click the 438092863 Copy icon to create a copy of the selected elements. | |||||
Step 3 | Click the 438092863 Paste icon to paste the copied element(s) into the Workflow next to the original element(s). | |||||
Step 4 | Click the copied element (or any element in a copied group) and drag it to a new location.
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To undo the most recent change, click the 438092863 Undo icon. To redo a change you just undid, click the 438092863 Redo icon.
Zooming In and Out
Several features are available for zooming in and out on large Workflows:
- Click the 438092863 Fit icon to fit the entire Workflow onto the display.
- Click the 438092863 Zoom In icon to increase the size of the Workflow (to view details).
- Click the 438092863 Zoom Out icon to decrease the size of the Workflow (to view the entire Workflow)
- Click the 438092863 Actual Size icon to return the Workflow to its actual (original) size.
- Click the 438092863 Zoom icon to enter a zoom percentage.
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Two methods are provided:
Pan Mode Method
Step 1 | |
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Step 2 | Click the Workflow Editor canvas and drag the Workflow so that it displays the area you want to work on. |
Outline Tool Method
Step 1 | Click the 438092863 Outline icon icon to open the Outline window. |
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Step 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 itself as indicated in the Outline window. |
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You also can move to different areas of a Workflow by using the Find in Workflow... tool. |
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Workflow Coordinates
If you use 438092863 Pan mode (or Find in Workflow...) to view different areas of a Workflow, the Controller preserves the coordinates of the last area that you viewed. If you leave the Workflow and return to it in the same browser session, the last viewed area of the Workflow displays.
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- Right-click anywhere in the Workflow Editor canvas to display a 438092863 pop-up menu and click Pan To Top.
- Start a new browser session.
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- To create a horizontal layout, click the 438092863 Horizontal Layout icon.
- To create a vertical layout, click the 438092863 Vertical Layout icon.
Displaying Workflow Documentation
To display documentation on monitoring Workflows, click the 438092863 Help icon.
Displaying Processing Messages
While a Workflow is running, you can click the 438092863 Console icon to display processing messages. For more details, see Monitoring Workflows.
Saving/Updating a Workflow
Click the icon.
Info |
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The Controller checks if other users have made changes before updating the workflow. If other modifications were made, a dialog box will appear, giving you options to proceed with the update and overwrite the modifications, cancel the update and return to the workflow editor, or cancel and discard your changes. The Automatically Create Versions system property must be true for the Controller to check for changes made by other users. |
Switching Between Workflows
You can switch between Workflows without using the navigation pane (see 438092863 Designing, Modifying, or Viewing Multiple Workflows.
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Calendar-based criteria are always evaluated using the task instance 438092863 Trigger Time (or the task instance Created time, if the workflow was launched manually). |
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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 438092863 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 438092863 Custom Day Choice field.
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| If 438092863 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 438092863 Adjective, 438092863 Noun, and 438092863 Qualifier fields. | |||||||||||
| If 438092863 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 438092863 Noun, 438092863 Qualifier, and Nth Amount (if 438092863 Adjective = Nth) fields. For example, to specify "the 15th business day of the month," select 438092863 Adjective: Nth, 438092863 Noun: Business Day, 438092863 Qualifier: Month, 438092863 Nth Amount: 15.
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| If 438092863 Complex is enabled, you can use this field to specify the type of day(s) you want to select. Used in conjunction with the 438092863 Adjective, 438092863 Qualifier, and 438092863 Nth Amount (if 438092863 Adjective = Nth) fields. For example, to specify "the 1st business day of the month," select 438092863 Adjective: 1st, 438092863 Noun: Business Day, 438092863 Qualifier: Month.
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| If 438092863 Complex is enabled, you can use this field to specify the period(s) for your selection formula. Used in conjunction with the 438092863 Adjective, 438092863 Noun, and 438092863 Nth Amount (if 438092863 Adjective = Nth) fields. For example, to specify "the 1st business day of the month," select 438092863 Adjective: 1st, 438092863 Noun: Business Day, 438092863 Qualifier: Month.
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| If 438092863 Adjective = Nth; Sequential occurrence of the day selected in 438092863 Noun within the selected 438092863 Qualifier. | |||||||||||
| If 438092863 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 438092863 Adjustment is Less or Plus; Number of days or business days to adjusting a complex day. Default is 1. | |||||||||||
| If 438092863 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: 438092863 Evaluate At, 438092863 Name, 438092863 Operator, and 438092863 Value. | |||||||||||
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| If 438092863 Variable = enabled; Specifies the name of the variable being evaluated. The variable does not need to exist when this record is created. | |||||||||||
| If 438092863 Variable = enabled; Allows you to select the operator to be used in the evaluation. Options: =, !=, >, >=, <, <=, regex (regular expression). | |||||||||||
| If 438092863 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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- Any run/skip criteria associated with a root vertex, or a specific vertex, will be ignored, and the vertex will always run.
- Any run/skip criteria associated with an included vertex that is not a root vertex, or a specific vertex, will be applied , as usual.
- Sub-workflows are included in their entirety, you . You cannot select vertices within a sub-workflow.
Step 1 | Either
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Step 2 | The Launch With Variables... or Trigger Now... dialog displays. | ||
Step 3 | Enable the Vertex Selection checkbox to reveal the Vertices table. | ||
Step 4 | Click the + button to add vertices to run in the Workflow. | ||
Step 5 | Select a Task in the Workflow from the Task dropdown menu. Select a specific vertex from the Vertex ID dropdown or Any to include all vertices referencing the selected task within the Workflow.
To specify the entry as Root, enable the Root checkbox. A Root vertex, along with any downstream vertices and edges reachable by the root vertex, will be included in the execution. | ||
Step 6 | Either
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Specifying When a Workflow Runs
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.
You also can specify skip and run criteria for specific tasks within the Workflow.
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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 | Click the Task Name of the Workflow task that you want to modify. Workflow Task Details for that task displays. |
Step 3 | Click Edit Workflow to display the 438092863 Workflow Editor. |
Step 4 |
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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 | 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 delete to display an Action menu. (If you want to delete multiple Workflows, use Ctrl+click to select each one and then right-click any of the selected Workflows.) |
Step 3 | Click Delete. |
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For any Workflow task, or any Workflow task instance (running or complete), you can find the location of any task (or multiple tasks) within that Workflow:
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 press 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. |
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Note | ||
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You also can locate a task in a Workflow by using the 438092863 Pan tool. |
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Workflow Coordinates
If you use Find in Workflow... (or Pan mode) to view different areas of a Workflow, the Controller preserves the coordinates of the last area that you viewed. If you leave the Workflow and return to it in the same browser session, the last viewed area of the Workflow displays.
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- Right-click any white space in the Workflow Editor canvas to display a 438092863 pop-up menu and click Pan To Top.
- Start a new browser session.
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Note | ||
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You also can view any predecessor or successor task instance of a task instance in a Workflow from the View Predecessors/Successors pop-up dialog. |
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You can insert the task as a predecessor or successor of another task instance within the Workflow instance using the 438092863 or 438092863 Insert Task as Predecessor or Insert Task as Successor command, respectively. Alternatively, you can use the Insert Task... command to insert a task with any number of predecessors and successors.
If you are inserting a Workflow task into an active Workflow task instance, and that Workflow task (or any sub-Workflow within that Workflow task) has the 438092863 Calculate Critical Path field enabled, that field will be disabled automatically. However, if the active Workflow task instance has the 438092863 Calculate Critical Path field enabled, and any task (including a Workflow task) that you are inserting into the Workflow task instance impacts the Critical Path of the Workflow task instance, the Critical Path will adjust accordingly.
See the following sections:
- 438092863
- 438092863
- 438092863
- 438092863
- 438092863Insert Non-Workflow Task as Predecessor
- Insert Workflow Task as Predecessor
- Insert Non-Workflow Task as Successor
- Insert Workflow Task as Successor
- Insert Task with Multiple Predecessors/Successors
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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 438092863 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 438092863 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 438092863 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 438092863 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 438092863 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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Step 1 | Display the Activity Monitor, Task Instances List, Workflow Task Instance Details, or Workflow Monitor. |
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Step 2 | Right-click to display an Action menu. |
Step 3 | Click View Timeline... to display the View Timeline... pop-up dialog. |
Step 4 | Use the Instance Name Filter and Type Filter fields to reduce the number of task instances that are included in the Timeline. Instance Name Filter supports wildcard characters (* and ?) to specify Instance Name patterns. If specified, only task instances that match both the Instance Name Filterand the Type Filter will be included. |
Step 5 | Click Submit. The Timeline for the Workflow task instance displays. |
Step 6 | Use the toolbar along the top of the Timeline View to specify the resolution of the timeline.
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See the following sections:
- 438092863
- 438092863
- 438092863
- 438092863
- 438092863
- 438092863Viewing Predecessors/Successors of a Single Task Instance from the Activity Monitor or Task Instances List
- Viewing Predecessors/Successors of a Single Task from the Workflow Editor
- Viewing Predecessors/Successors of a Single Task Instance from the Workflow Monitor
- Viewing Detailed Status of Predecessors/Successors of a Single Task Instance from Workflow Monitor
- Viewing Predecessors/Successors of All Tasks in a Workflow Task
- Viewing Predecessors/Successors of All Task Instances in a Workflow Task Instance
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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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Note | ||
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To view more detailed task instance predecessor/successor information from the Workflow Monitor than is available via this procedure, see 438092863 Viewing Detailed Status of Predecessors / Successors of a Single Task Instance from Workflow Monitor, below. |
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. 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 | 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).
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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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