Tutorial - Finding and Inserting Tasks in an Active Workflow

In this exercise, we will run a workflow and:

  • Find a specific task within the workflow. (You also can find a task in a workflow that has not yet been launched or one that has run and completed.)
  • Insert a task as a predecessor to another task in the workflow.
  • Insert a task as a successor to another task in the workflow.

Note

You may find it easier to run a workflow three different times, once for each step in this exercise.

 

Step 1

Create a workflow so that all of its tasks cannot display on the Workflow Editor/Monitor at the same time.

Step 2

Launch the workflow and right-click in the Workflow Monitor canvas. A pop-up menu displays.
 

Step 3

Click Find in Workflow... to display the Find in Workflow dialog.
 

Step 4

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 click OK. 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.
 

Step 5

Right-click the found task (stonebranch-timertask-02) to display a menu of actions available for that task.
 

Step 6

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

Step 7

Find a task you want to insert and drag the task's icon to the workflow canvas. In this example, we have selected stonebranch-manualtask-01.

Step 8

The Controller inserts stonebranch-manualtask-01 as a precedent to the Waiting stonebranch-timertask-02 task, and stonebranch-manualtask-01 begins running (as a Manual Task, it requires a user action). When stonebranch-manualtask-01 completes, stonebranch-timertask-02 begins running.
 

Step 9

Once again, right click stonebranch-timertask-02 to display a menu of actions available for that task.
 

Step 10

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

Step 11

Find the task you want to insert and drag the task's icon to the workflow canvas. In this example, we have selected stonebranch-filemonitor-03.

Step 12

The Controller inserts stonebranch-filemonitor-03 as a successor to stonebranch-timertask-02. When stonebranch-timertask-02 completes successfully, the inserted stonebranch-filemonitor-03 task begins running.
 



For additional information, see: