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Step 1

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

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

Step 7

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

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Step 1

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

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

Step 7

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

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Step 1

In the Workflow Monitor, right-click any white space in the Workflow Editor canvas.

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

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).

Note
titleNote

Any predecessor task that is in a SUCCESS, FINISHED, or SKIPPED status will not prevent the inserted task from running.

 
For inheritance of actions on Defined status, refer to Universal Controller property Inherit Actions On Defined For Insert Task.

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All Tasks list

Right-click any workflow task in the list to access the View Children action from the Workflow Task Commands menu.

Workflow Tasks List

Right-click any workflow task in the list to access the View Children action from the Workflow Task Commands menu.

Workflow Task Details

Right-click anywhere in the Details to access the View Children action from the Workflow Task Commands menu.

Workflow Editor

Right-click any white-space or workflow task vertex to access the View Children action.

Workflow Forecast

Right-click any white-space or workflow task vertex to access the View Children action.

 
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Viewing Children Tasks of a Workflow Task Instance

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Activity Monitor

Right-click any workflow task instance in the list to access the View Children action from the Workflow Task Commands menu.

Task Instances list

Right-click any workflow task instance in the list to access the View Children action from the Workflow Task Commands menu.

Workflow Task Instance Details

Right-click anywhere in the Details to access the View Children action from the Workflow Task Commands menu.

Workflow Monitor

Right-click any white-space or workflow task instance vertex to access the View Children 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 Children action from the Workflow Task Commands menu.


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Anchor
Viewing a Workflow Tree
Viewing a Workflow Tree
Viewing a Workflow Tree

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All Tasks list

Right-click any workflow task in the list to access the View Tree action from the Workflow Task Commands menu.

Workflow Tasks List

Right-click any workflow task in the list to access the View Tree action from the Workflow Task Commands menu.

Workflow Task Details

Right-click anywhere in the Details to access the View Tree action from the Workflow Task Commands menu.

Workflow Editor

Right-click any white-space or workflow task vertex to access the View Tree action.

Workflow Forecast

Right-click any white-space or workflow task vertex to access the View Tree action.

Tree View

Right-click any workflow task within a Tree View to access the View Tree action from the Workflow Task Commands menu. The Tree View for that workflow task will display in a new tab.

 
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Anchor
Viewing a Workflow Tree for a Workflow Task Instance
Viewing a Workflow Tree for a Workflow Task Instance
Viewing a Workflow Tree for a Workflow Task Instance

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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.

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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Note
titleNote

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

Display the Activity Monitor or Task Instances List.

Step 2

Right-click a task instance to display an Action menu.

Step 3

Click View Predecessors/Successors to display the View Predecessors/Successors pop-up dialog.
 
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The View Predecessors/Successors pop-up dialog provides separate lists of all predecessor and successor task instances of the selected task instance in the Workflow, and status information for each of the predecessor/successor dependencies.

Step 4

If you want to view the task instance Details of any predecessor or successor task instance, click that task instance.

Step 5

If you want to view a predecessor or successor task instance of the selected task instance within the Workflow, right-click that task instance to display an Action menu, and then click View Workflow.
 
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The parent Workflow of the selected task instance displays, with the selected predecessor or successor task instance highlighted.

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Step 1

Open the Workflow Editor.

Step 2

Right-click a task to display an Action menu.
 
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Step 3

Right-click View Predecessors/Successors to display the View Predecessors/Successors pop-up.
 
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The View Predecessors/Successors pop-up provides separate lists of all predecessor and successor tasks of the selected task in the Workflow.

  • Click a task in either list to select and center it within the Workflow Editor display.
  • Double-click a task in either list to select and center it within the Workflow Editor display and close the View Predecessors/Successors pop-up.
  • 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.

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.

Step 2

Right-click a task instance to display an Action menu.
 
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Step 3

Right-click View Predecessors/Successors to display the View Predecessors/Successors pop-up.
 
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The View Predecessors/Successors pop-up provides separate lists of all predecessor and successor task instances of the selected task instance in the Workflow.

  • Click a task in either list to select and center it within the Workflow Monitor display.
  • Double-click a task in either list to select and center it within the Workflow Monitor display and close the View Predecessors/Successors pop-up.
  • 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 1

Open the Workflow Monitor.

Step 2

Double-click a task instance, or right-click and select View/Edit, to see its Task Instance Details.

Step 3

Right-click in the Task Instance Details to display an Action menu.

Step 4

Click View Predecessors/Successors to display a detailed view of the View Predecessors/Successors pop-up dialog.
 
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The View Predecessors/Successors pop-up dialog provides separate lists of all predecessor and successor task instances of the selected task instance in the Workflow, and status information for each of the predecessor/successor dependencies.

Step 5

If you want to view the task instance Details of any predecessor or successor task instance, click that task instance.

Step 6

If you want to view a predecessor or successor task instance of the selected task instance within the Workflow, right-click that task instance to display an Action menu, and then click View Workflow.
 
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The parent Workflow of the selected task instance displays, with the selected predecessor or successor task instance highlighted.

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