Creating and Maintaining Workflows
- Former user (Deleted)
- Stonebranch (Deactivated)
- IT Stonebranch
Overview
A Workflow is a task comprised of one or more tasks of one or more task types, including other Workflows.
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 Workflow Task Instance Details, and monitor the status of the Workflow on the Workflow Monitor.
Although a typical Workflow is a single group of tasks, a Workflow can contain multiple groups of tasks and/or individual tasks. Each task in a group of tasks is connected to one or more other tasks in that group. Each connection is made from one task (the predecessor) to another task (the successor). There is no limit to the number of connections that can be made to or from a task.
The following sample Workflow contains a single group of tasks.
When you launch a Workflow, the first predecessor task in all task groups, and all individual tasks, begin to run. In this example, task stonebranch-saptask-01 would begin to run.
Built-In Variables
The following built-in variables can be used in a Workflow task to pass data where appropriate:
Creating a Workflow Task
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. |
Note
To open an existing record on the list, either:
- Click a record in the list to display its record Details below the list. (To clear record Details below the list, click the New button that displays above and below the Details.)
- Clicking the Details icon next to a record name in the list, or right-click a record in the list and then click Open in the Action menu that displays, to display a pop-up version of the record Details.
- Right-click a record in the a list, or open a record and right-click in the record Details, and then click Open In Tab in the Action menu that displays, to display the record Details under a new tab on the record list page (see Record Details as Tabs).
Workflow Task Details
The following Workflow Task Details is for an existing Workflow task.
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.
For information on how to access additional details - such as Metadata and complete database Details - for Workflows (or any type of record), see Records.
Workflow Task Details Field Descriptions
The following table describes the fields, buttons, and tabs that display in Workflow Task Details.
Field Name | Description | ||||||||||
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General | This section contains general information about the Workflow task. | ||||||||||
Name | User-defined name of this task (Maximum = 255 alphanumeric characters); variables supported. It is the responsibility of the user to develop a workable naming scheme for tasks. | ||||||||||
Version | System-supplied; version number of the current record, which is incremented by the Controller every time a user updates a record. Click the Versions tab to view previous versions. For details, see Record Versioning. | ||||||||||
Description | Description of this record. Maximum length is 255 characters. | ||||||||||
Member of Business Services | User-defined; Allows you to select one or more Business Services that this record belongs to. (You also can Check All or Uncheck All Business Services for this record.) You can select up to 62 Business Services for any record type, and enter a maximum of 2048 characters for each Business Service. If the Business Service Visibility Restricted Universal Controller system property is set to true, depending on your assigned (or inherited) Permissions or Roles, Business Services available for selection may be restricted. | ||||||||||
Resolve Name Immediately | If enabled, the Instance Name of the task instance will be resolved immediately at trigger/launch time. | ||||||||||
Time Zone Preference | User-defined; Allows you to specify the time zone that will be applied to the task. Options:
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Hold on Start | If enabled, when the task is launched it appears in the Activity Monitor with a status of Held. The task runs when the user releases it. | ||||||||||
Hold Reason |
Information about why the task will be put on hold when it starts. | ||||||||||
Virtual Resource Priority | Priority for acquiring a resource when two or more tasks are waiting for the resource. This priority applies to all resources required by the task. Options: 1 (high) - 100 (low). Default is 10. | ||||||||||
Workflow Details | This section contains assorted detailed information about the Workflow task. | ||||||||||
Show/Hide Skipped Tasks | Specification to either show or hide tasks that have been skipped in a Workflow (see Skipping a Task). Options:
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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 | Default calendar used by the Workflow. If the Workflow is launched by a trigger, the trigger calendar overrides this default calendar. | ||||||||||
Override Inherited 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. | ||||||||||
Wait To Start |
Amount of time to wait before starting a task from the time that it was launched.
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Wait Time | If Wait To Start = Time or Relative Time; Time of day (in 24-hour time) to wait until before starting the task. | ||||||||||
Wait Day Constraint | If Wait To Start = Time or Relative Time; Specification for whether or not to advance the wait time to another day. Valid values:
Default is – None --. | ||||||||||
Wait Duration | If Wait To Start = Duration; Number of days, hours, minutes, and seconds to wait before starting the task. | ||||||||||
Wait Duration In Seconds | If Wait To Start = Seconds; Number of seconds to wait before starting the task. | ||||||||||
Delay On Start |
Amount of time to delay the start of a task, after it has been launched, from the time that it is eligible to start; that is, all dependencies have been met. For example: it is not being held, it is not waiting on any predecessors, or there is no wait time specified.
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Delay Duration | If Delay On Start = Duration; Number of days, hours, minutes, and seconds to delay after starting the task. | ||||||||||
Delay Duration In Seconds | If Delay On Start = Seconds; Number of seconds to delay after starting the task. | ||||||||||
Workflow Only | Specification for whether or not to apply the Wait To Start and Delay On Start specifications only if the task is in a Workflow.
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Time Options | This section contains time-related specifications for the task. | ||||||||||
Late Start | If enabled, and if the task instance starts after the time or period specified, the task instance is flagged as late. You can specify a time or duration to determine a late start (see Late Start Type). To determine whether a task instance started late, open the task instance and locate the Started Late field; the field is checked if the instance started after the specified time. The Started Late field displays in the task instance Details only if the user specified a Late Start in the task Details. | ||||||||||
Late Start Type | Required if Late Start is enabled. Options:
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Late Start Time | If Late Start Type = Time; Time after which the task start time is considered late. Use HH:MM, 24-hour time. | ||||||||||
Late Start Day Constraint | If Late Start Type = Time; Specification for whether or not to advance the late start time to another day.
Default is – None --. | ||||||||||
Late Start Nth Amount | If Late Start Day Constraint = Nth Day; Number of days to advance. | ||||||||||
Late Start Duration | If Late Start Type = Duration; Duration (amount of relative time) after which the task is considered to have started late. For a task within a workflow, the duration is the period between the time the workflow starts and the time the task itself starts. For example, a task might have a Late Start Duration of 60 minutes. If the workflow starts at 9:00 a.m. but the task itself does not start until 10:30, the task has started late. For a task that is not within a workflow, Late Start Duration has meaning only if the task has been held upon starting. For example, if a task has a Late Start Duration of 60 minutes and the Hold on Start field is enabled, if the task is not released from hold within the amount of time specified in the Late Start Duration field, the task has started late. | ||||||||||
Late Finish | If enabled, and if the task instance finishes after the time or period specified, the task instance is flagged as late. You can specify a time or duration to determine a late finish (see Late Finish Type). To determine whether a task instance finished late, open the task instance and locate the Finished Late field; the field is checked if the instance finished after the specified time or lasted longer than expected. This field only appears on the task instance if the user specified a Late Finish in the task definition. | ||||||||||
Late Finish Type | Required if Late Finish is enabled. Options:
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Late Finish Offset Type | |||||||||||
Late Finish Percentage Offset ( + ) | Required if Late Finish Offset Type = Percentage; Percentage of Average Duration to use as an offset. The late finish time is calculated by adding the offset to the Average Duration. | ||||||||||
Late Finish Duration Offset ( + ) | Required if Late Finish Offset Type = Duration; Duration to use as an offset. The late finish time is calculated by adding the offset to the Average Duration. | ||||||||||
Late Finish Duration Offset Unit | |||||||||||
Late Finish Time | If Late Finish Type = Time; Time after which the task finish time is considered late. Use HH:MM, 24-hour time. | ||||||||||
Late Finish Day Constraint | If Late Finish Type = Time; Specification for whether or not to advance the late finish time to another day.
Default is – None --. | ||||||||||
Late Finish Nth Amount | If Late Finish Day Constraint = Nth Day; Number of days to advance. | ||||||||||
Late Finish Duration | If Late Finish Type = Duration; Longest amount of time this task instance should take to run. | ||||||||||
Early Finish | If enabled, and if the task instance finishes before the time or period specified, the task instance is flagged as early. You can specify a time or duration to determine an early finish (see Early Finish Type). To determine whether a task instance finished early, open the task instance and locate the Finished Early field; the field is checked if the instance finished before the specified time or did not last as long as expected. This field only appears on the task instance if the user added Early Finish specifications to the task definition. | ||||||||||
Early Finish Type | Required if Early Finish is enabled. Options:
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Early Finish Offset Type | |||||||||||
Early Finish Percentage Offset ( - ) | Required if Early Finish Offset Type = Percentage; Percentage of Average Duration to use as an offset. The early finish time is calculated by subtracting the offset from the Average Duration. | ||||||||||
Early Finish Duration Offset ( - ) | Required if Early Finish Offset Type = Duration; Duration to use as an offset. The early finish time is calculated by subtracting the offset from the Average Duration. | ||||||||||
Early Finish Duration Offset Unit | |||||||||||
Early Finish Time | If Early Finish Type = Time; Time before which the task finish time is considered early. That is, enter a time at which the task should still be running. Use HH:MM, 24-hour time. | ||||||||||
Early Finish Day Constraint | If Early Finish Type = Time; Specification for whether or not to advance the early finish time to another day.
Default is – None --. | ||||||||||
Early Finish Nth Amount | If Early Finish Day Constraint = Nth Day; Number of days to advance. | ||||||||||
Early Finish Duration | If Early Finish Type = Duration; Shortest amount of time this task instance should take to run. | ||||||||||
User Estimated Duration | Required if Early Finish Type or Late Finish Type = Average Duration; Estimated amount of time it should normally take to run this task. The Controller uses this information to calculate the User Estimated End Time on a task instance record. User Estimated Duration is used when the Average Duration is not available; for example, on the first launch of a task. | ||||||||||
Critical Path Options | This section contains Critical Path-related specifications for the task. | ||||||||||
Calculate Critical Path | If enabled (checked), the Controller calculates the Critical Path of this Workflow and, by default, displays it in the Workflow Monitor. You can toggle between the normal view and the Critical Path view by using the Toggle Critical Path View icon on the Workflow Monitor toolbar. If disabled (unchecked), the Controller does not calculate the Critical Path of this Workflow and display it in the Workflow Monitor, and the Toggle Critical Path View icon on the Workflow Monitor toolbar is disabled. Note This field displays only if the Critical Path Calculations Permitted Universal Controller system property is set to true. | ||||||||||
CP Duration | Optional; Allows you to override the estimated Critical Path Duration of the task when running in a Workflow; used in conjunction with the CP Duration Unit field. In most cases, this field should be left blank, which implies that the Controller will estimate the Critical Path Duration based on historical executions. Valid values are any integer equal to or greater than 0. Variables and Functions are supported. | ||||||||||
CP Duration (Resolved) | Displays the current resolved value of the CP Duration field, which may contain variables or functions that will be displayed as unresolved until the task instance starts. The CP Duration (Resolved) field can continue to change value until the task instance starts, at which time CP Duration will display as resolved and CP Duration (Resolved) will no longer be visible unless there was an issue resolving the variables and/or functions contained within CP Duration. If the Controller is unable to resolve CP Duration or it resolves to an invalid value, CP Duration will be ignored and the Controller will estimate the Critical Path Duration based on historical executions. | ||||||||||
CP Duration Unit | Type of CP Duration; used in conjunction with the CP Duration field. For example, for a CP Duration of two minutes, specify 2 in the CP Duration field and select Minutes in this field. Options:
Default is Minutes. | ||||||||||
Workflow Execution Options | This section contains Execution Restriction specifications for the task if it is within a Workflow. | ||||||||||
Execution Restriction | Specification for whether or not there is a restriction for this task to be run, skipped, or held. Options are:
If Execution Restriction on a task is Run or Skip, then when it is part of a Workflow that is being launched, the Restriction Period is evaluated. The task instance will be skipped if Execution Restriction is Skip and the date is within the Restriction Period or Execution Restriction is Run and the date is not within the Restriction Period. Execution Restriction can be set to Skip with a Restriction Period of - None -, meaning the restriction is always active and the task will be skipped when it is part of a Workflow. | ||||||||||
Restriction Period | If Execution Restriction = Run, Skip, or Hold; Period of time when the task is restricted. Options are:
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Before Date | If Restriction Period = Before or Span; Date before which the restriction is valid. | ||||||||||
Before Time | If Restriction Period = Before or Span; Time on the selected date before which the restriction is valid. | ||||||||||
After Date | If Restriction Period = After or Span; Date after which the restriction is valid. | ||||||||||
After Time | If Restriction Period = After or Span; Time on the selected date after which the restriction is valid. | ||||||||||
Date List | If Restriction Period = On; Date(s) on which the restriction is valid. | ||||||||||
Statistics | This section contains time-related statistics for task instances of the task. | ||||||||||
| First Execution | System-supplied; End Time of the first instance of this task to complete. | ||||||||||
Last Execution | System-supplied; End Time of the last instance of this task to complete. | ||||||||||
Last Instance Duration |
System-supplied; Amount of time the task took to run the last time it ran. | ||||||||||
Lowest Instance Time |
System-supplied; Lowest amount of time this task has taken to run. | ||||||||||
Average Instance Time |
System-supplied; Average amount of time this task takes to run. | ||||||||||
Highest Instance Time |
System-supplied; Highest amount of time this task has taken to run. | ||||||||||
Number of Instances |
System-supplied; Number of instances in the database for this task. | ||||||||||
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 |
Saves updates to the record. | ||||||||||
View Parents |
Displays a list of any parent Workflow tasks for this task. | ||||||||||
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 |
Deletes the current record. Note You cannot delete a task if it is either:
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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 | Lists all step conditions defined for this task. | ||||||||||
Variables |
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Actions | Allows you to specify actions that the Controller will take automatically based on events that occur during the execution of this task. Events are:
Actions are:
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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. | ||||||||||
Instances | Lists all instances of this Workflow. | ||||||||||
Triggers | List of all triggers that reference this task in the Task(s) field of the trigger Details; that is, a list of all triggers that have been defined to launch this task. Also allows you to add new triggers. If you add a new trigger from this location, the Controller automatically constructs a default trigger name as follows: <current task name>#TRIGGER#. You can change the default name if desired. For instructions on creating triggers, see Triggers. | ||||||||||
Notes |
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Versions |
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Viewing a Workflow Task Instance
When a Workflow task is launched, the Controller creates a task instance record of that Workflow (and task instance records of all tasks in that Workflow).
A task instance contains detailed information about a single execution of that task.
You can access a Workflow task instance from:
- Instances tab on the Workflow Task Details for that task
- Activity Monitor
- Task Instances list
Workflow Task Instance Details
The following Workflow Task Instance Details contains information on the execution of the Workflow shown in the Workflow Task Details.
Workflow Task Instance Details Field Descriptions
The following table describes the fields, buttons, and tabs that display in Workflow Task Instance Details.
Field Name | Description |
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General | This section contains general information about the task instance. |
Instance Name | Name of this task instance. |
Instance Number |
System-supplied; Sequentially assigned number, maintained per task, representing the creation order of the instance. |
Description | Description of this record. Maximum length is 255 characters. |
Member of Business Services | User-defined; Allows you to select one or more Business Services that this record belongs to. (You also can Check All or Uncheck All Business Services for this record.) You can select up to 62 Business Services for any record type, and enter a maximum of 2048 characters for each Business Service. If the Business Service Visibility Restricted Universal Controller system property is set to true, depending on your assigned (or inherited) Permissions or Roles, Business Services available for selection may be restricted. |
Task |
Name of the task that was run to create this task instance. Click the icon to display Task Details for the task. |
| Source Version | Version of the task that was run to create this task instance. |
Launch Source | System-supplied; Source from which this task was launched. Options:
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Source Instance | System-supplied; UUID of the source instance.
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Invoked by | System-supplied; how the task instance was launched. Options:
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Execution User |
System-supplied; If the task was launched manually; ID of the user who launched it. |
Calendar |
Calendar associated with the task instance. |
Time Zone Preference | User-defined; Allows you to specify the time zone that will be applied to the task. Options:
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Virtual Resource Priority | Priority for acquiring a resource when two or more tasks are waiting for the resource. This priority applies to all resources required by the task. Options: 1 (high) - 100 (low). Default is 10. |
Status | This section contains information about the current status of the task instance. |
Status | |
Exit Code |
System-supplied; the exit code captured by the Agent when executing the task (for example, a command or script). |
Status Description |
System-supplied; additional information, if any, about the status of the task instance. |
Operational Memo |
User-defined operational memo. |
Evaluation Time |
If time zone of user is different than time zone of task instance; Time at which Execution Restrictions and Run Criteria were evaluated based upon the requested time zone. (Time zone of task instance displays in parentheses.) |
Critical |
Indicates that this task is in the Critical Path of a workflow. |
Wait Until Time |
Amount of time calculated to wait before the task was started, based on Wait To Start and Delay On Start times. |
Queued Time |
System-supplied; Date and time the task was queued for processing. |
Trigger Time |
System-supplied; Date and time the task instance was triggered. |
Launch Time |
System-supplied; Date and time the task instance was launched. |
Start Time |
System-supplied; Date and time the task instance started. |
End Time |
System-supplied; Date and time the task instance completed. |
Duration |
System-supplied; amount of time the task instance took to run. |
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 | Specification to either show or hide tasks that have been skipped in a Workflow (see Skipping a Task). Options:
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Wait / Delay Options | This section contains specifications for waiting to start and/or delaying on start the task. |
Wait To Start |
Amount of time to wait before starting a task from the time that it was launched.
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Wait Time | If Wait To Start = Time or Relative Time; Time of day (in 24-hour time) to wait until before starting the task. |
Wait Day Constraint | If Wait To Start = Time or Relative Time; Specification for whether or not to advance the wait time to another day. Valid values:
Default is – None --. |
Wait Duration | If Wait To Start = Duration; Number of days, hours, minutes, and seconds to wait before starting the task. |
Wait Duration In Seconds | If Wait To Start = Seconds; Number of seconds to wait before starting the task. |
Delay On Start |
Amount of time to delay the start of a task, after it has been launched, from the time that it is eligible to start; that is, all dependencies have been met. For example: it is not being held, it is not waiting on any predecessors, or there is no wait time specified.
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Delay Duration | If Delay On Start = Duration; Number of days, hours, minutes, and seconds to delay after starting the task. |
Delay Duration In Seconds | If Delay On Start = Seconds; Number of seconds to delay after starting the task. |
Time Options | This section contains information on time-related specifications for the task instance. |
Late Start | If enabled, and if the task instance starts after the time or period specified, the task instance is flagged as late. You can specify a time or duration to determine a late start (see Late Start Type). To determine whether a task instance started late, open the task instance and locate the Started Late field; the field is checked if the instance started after the specified time. The Started Late field displays in the task instance Details only if the user specified a Late Start in the task Details. |
Late Start Type | Required if Late Start is enabled. Options:
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Late Start Time | If Late Start Type = Time; Time after which the task start time is considered late. Use HH:MM, 24-hour time. |
Late Start Day Constraint | If Late Start Type = Time; Specification for whether or not to advance the late start time to another day.
Default is – None --. |
Late Start Nth Amount | If Late Start Day Constraint = Nth Day; Number of days to advance. |
Late Start Duration | If Late Start Type = Duration; Duration (amount of relative time) after which the task is considered to have started late. For a task within a workflow, the duration is the period between the time the workflow starts and the time the task itself starts. For example, a task might have a Late Start Duration of 60 minutes. If the workflow starts at 9:00 a.m. but the task itself does not start until 10:30, the task has started late. For a task that is not within a workflow, Late Start Duration has meaning only if the task has been held upon starting. For example, if a task has a Late Start Duration of 60 minutes and the Hold on Start field is enabled, if the task is not released from hold within the amount of time specified in the Late Start Duration field, the task has started late. |
Computed Late Start Time | If Late Start is enabled, the computed Date/Time for when the task instance will be Late Started. |
Late Finish | If enabled, and if the task instance finishes after the time or period specified, the task instance is flagged as late. You can specify a time or duration to determine a late finish (see Late Finish Type). To determine whether a task instance finished late, open the task instance and locate the Finished Late field; the field is checked if the instance finished after the specified time or lasted longer than expected. This field only appears on the task instance if the user specified a Late Finish in the task definition. |
Late Finish Type | Required if Late Finish is enabled. Options:
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Late Finish Offset Type | |
Late Finish Percentage Offset ( + ) | Required if Late Finish Offset Type = Percentage; Percentage of Average Duration to use as an offset. The late finish time is calculated by adding the offset to the Average Duration. |
Late Finish Duration Offset ( + ) | Required if Late Finish Offset Type = Duration; Duration to use as an offset. The late finish time is calculated by adding the offset to the Average Duration. |
Late Finish Duration Offset Unit | |
Late Finish Time | If Late Finish Type = Time; Time after which the task finish time is considered late. Use HH:MM, 24-hour time. |
Late Finish Day Constraint | If Late Finish Type = Time; Specification for whether or not to advance the late finish time to another day.
Default is – None --. |
Late Finish Nth Amount | If Late Finish Day Constraint = Nth Day; Number of days to advance. |
Late Finish Duration | If Late Finish Type = Duration; Longest amount of time this task instance should take to run. |
Computed Late Finish Time | If Late Finish is enabled, the computed Date/Time for when the task instance will be Late Finished. |
Early Finish | If enabled, and if the task instance finishes before the time or period specified, the task instance is flagged as early. You can specify a time or duration to determine an early finish (see Early Finish Type). To determine whether a task instance finished early, open the task instance and locate the Finished Early field; the field is checked if the instance finished before the specified time or did not last as long as expected. This field only appears on the task instance if the user added Early Finish specifications to the task definition. |
Early Finish Type | Required if Early Finish is enabled. Options:
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Early Finish Offset Type | |
Early Finish Percentage Offset ( - ) | Required if Early Finish Offset Type = Percentage; Percentage of Average Duration to use as an offset. The early finish time is calculated by subtracting the offset from the Average Duration. |
Early Finish Duration Offset ( - ) | Required if Early Finish Offset Type = Duration; Duration to use as an offset. The early finish time is calculated by subtracting the offset from the Average Duration. |
Early Finish Duration Offset Unit | |
Early Finish Time | If Early Finish Type = Time; Time before which the task finish time is considered early. That is, enter a time at which the task should still be running. Use HH:MM, 24-hour time. |
Early Finish Day Constraint | If Early Finish Type = Time; Specification for whether or not to advance the early finish time to another day.
Default is – None --. |
Early Finish Nth Amount | If Early Finish Day Constraint = Nth Day; Number of days to advance. |
Early Finish Duration | If Early Finish Type = Duration; Shortest amount of time this task instance should take to run. |
Projected Late | System-provided if Late Start Time, Late Start Duration, or Late Finish Time is specified; This field is flagged if the task instance is projected to be late based on critical path projected end times (see Critical Path Projected Late Action Maximum and Critical Path Projected Late Threshold In Minutes Universal Controller system properties). . |
Critical Path Options | This section contains Critical Path-related specifications for the task. |
Calculate Critical Path | If enabled (checked), the Controller calculates the Critical Path of this Workflow and, by default, displays it in the Workflow Monitor. You can toggle between the normal view and the Critical Path view by using the Toggle Critical Path View icon on the Workflow Monitor toolbar. If disabled (unchecked), the Controller does not calculate the Critical Path of this Workflow and display it in the Workflow Monitor, and the Toggle Critical Path View icon on the Workflow Monitor toolbar is disabled. Note This field displays only if the Critical Path Calculations Permitted Universal Controller system property is set to true. |
CP Duration | Optional; Allows you to override the estimated Critical Path Duration of the task when running in a Workflow; used in conjunction with the CP Duration Unit field. In most cases, this field should be left blank, which implies that the Controller will estimate the Critical Path Duration based on historical executions. Valid values are any integer equal to or greater than 0. Variables and Functions are supported. |
CP Duration (Resolved) | Displays the current resolved value of the CP Duration field, which may contain variables or functions that will be displayed as unresolved until the task instance starts. The CP Duration (Resolved) field can continue to change value until the task instance starts, at which time CP Duration will display as resolved and CP Duration (Resolved) will no longer be visible unless there was an issue resolving the variables and/or functions contained within CP Duration. If the Controller is unable to resolve CP Duration or it resolves to an invalid value, CP Duration will be ignored and the Controller will estimate the Critical Path Duration based on historical executions. |
CP Duration Unit | Type of CP Duration; used in conjunction with the CP Duration field. For example, for a CP Duration of two minutes, specify 2 in the CP Duration field and select Minutes in this field. Options:
Default is Minutes. |
Workflow Execution Options | This section contains Execution Restriction specifications for the task if it is within a Workflow. |
Execution Restriction | Specification for whether or not there is a restriction for this task to be run, skipped, or held. Options are:
If Execution Restriction on a task is Run or Skip, then when it is part of a Workflow that is being launched, the Restriction Period is evaluated. The task instance will be skipped if Execution Restriction is Skip and the date is within the Restriction Period or Execution Restriction is Run and the date is not within the Restriction Period. Execution Restriction can be set to Skip with a Restriction Period of - None -, meaning the restriction is always active and the task will be skipped when it is part of a Workflow. |
Restriction Period | If Execution Restriction = Run, Skip, or Hold; Period of time when the task is restricted. Options are:
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Before Date | If Restriction Period = Before or Span; Date before which the restriction is valid. |
Before Time | If Restriction Period = Before or Span; Time on the selected date before which the restriction is valid. |
After Date | If Restriction Period = After or Span; Date after which the restriction is valid. |
After Time | If Restriction Period = After or Span; Time on the selected date after which the restriction is valid. |
Date List | If Restriction Period = On; Date(s) on which the restriction is valid. |
Statistics | This section contains time-related statistics for the task instance. |
User Estimated End Time | System-supplied; If the user entered information into the User Estimated Duration field in the task Details, the Controller uses this information to calculate an end time for the task instance, based on the date/time the task instance started. |
Lowest Estimated End Time |
System-supplied; Lowest estimated end time of the task instance, calculated by the Controller based on the date/time the task instance started. |
Average Estimated End Time |
System-supplied; Average estimated end time of the task instance, calculated by the Controller based on the date/time the task instance started. |
Highest Estimated End Time |
System-supplied; Highest estimated end time of the task instance, calculated by the Controller based on the date/time the task instance started. |
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 |
Saves updates to the record. |
Force Finish | |
Hold |
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Skip |
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Release Recursive |
Releases the entire held workflow and its tasks (see Releasing a Task From Hold). |
View Parent |
Displays the task instance Details for the parent Workflow of this task instance. |
View Workflow |
Displays the graphical workflow. |
Delete |
Deletes the current record. |
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 | Lists all step conditions defined for this task. |
Notes |
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Designing a Workflow
The Workflow Editor lets you select tasks for a Workflow, position them within the Workflow, and specify dependency relationships between the tasks.
Workflows can be as simple or elaborate as necessary. Zooming and scrolling features are provided that allow you to work on small areas of a very large Workflow, or to create simple ad hoc Workflows.
The following is a sample Workflow Editor for a Workflow consisting of a variety of task types. There are no restrictions on the types of tasks that can be included as part of a single Workflow; you can also put other Workflows into a Workflow.
Note
The name of the workflow that you are editing is shown:
- At the bottom right corner of the Workflow Editor.
- By hovering over the Workflow Editor tab at the top of the Workflow Editor.
See 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.
Designing, Modifying, or Viewing Multiple Workflows
You can design, modify, or simply view multiple Workflows in the Workflow Editor at the same time.
Step 1 | From the Workflow Tasks list, open the Workflow task for which you want to design, modify, or view the Workflow. |
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Step 2 | Click the Edit Workflow button to display the Workflow Editor for the Workflow. |
Step 3 | Click the Workflow Tasks tab at the top of the Workflow Editor (next to the Workflow Editor tab) to redisplay the Workflow Tasks list. |
Step 4 | Open another Workflow task for which you want to design, modify, or view the Workflow. |
Step 5 | Click the Edit Workflow button to display the Workflow Editor for this second Workflow under a second tab. |
Step 6 | Open and display as many Workflows as desired, clicking the appropriate tab to create, modify, and view each one. |
Workflow Editor Modes
The actions you can perform within the Workflow Editor depend on the Workflow Editor mode.
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 |
|---|---|---|
| Select | Clicking the Select icon on the Workflow Editor toolbar places the Workflow Editor in Select mode, which allows you to use all Workflow Editor tools except Connect and Pan. The Select mode is the default mode for the Workflow Editor. |
| Connect | Clicking a Connect icon on the Workflow Editor toolbar places the Workflow Editor in Connect mode, which allows you to create connections between tasks. |
| Pan | Clicking the 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 Outline tool in any mode) to scroll around in the Workflow. |
Workflow Editor Toolbar
The Workflow Editor toolbar, which displays above the Workflow Editor, contains icons for every tool that you need to design a Workflow.
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.
Workflow Editor Tools
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 |
|---|---|---|
| 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.) Note To open an embedded Workflow (sub-Workflow) from its Parent Workflow, double-click the embedded Workflow. |
| 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.) Note If you want to open another Workflow without replacing the current Workflow, see Designing, Modifying, or Viewing Multiple Workflows. |
| Save | Saves the current Workflow. |
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