Monitoring Workflows
Overview
Universal Controller allows you to monitor running Workflows in graphical format. As the Workflow progresses, the display provides up-to-date textual and color-coded status information for each task instance in the Workflow. You can also intervene in processing where necessary.
Monitoring a Running Workflow
Note
A Workflow already must be running in order for you to monitor its status.
Step 1 |
From the Automation Center navigation pane, select Task Instances > Activity. |
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Step 2 |
Click the Details icon for the Workflow you want to monitor. The Workflow Task Instance Details for that Workflow displays. |
Step 3 |
Click the view workflow button to display the Workflow Monitor for that Workflow, as shown in the following example. |
Note
The name of the workflow that you are monitoring is shown:
- At the bottom right corner of the Workflow Monitor.
- By hovering over the Workflow Monitor tab at the top of the Workflow Monitor.
Workflow Monitor Modes
The Workflow Monitor has two modes. Each mode, which you select by clicking the appropriate icon in the Workflow Monitor toolbar, allows you to use one or more specific Workflow Monitor tools.
Icon |
Mode |
Description |
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|
Select |
Clicking the Select icon on the Workflow Monitor toolbar places the Workflow Editor in Select mode, which allows you to use all Workflow Monitor tools except Connect and Pan. The Select mode is the default mode for the Workflow Monitor. |
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Pan |
Clicking the Pan icon on the Workflow Monitor toolbar places the Workflow Monitor 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. |
Viewing Predecessors/Successors of Task Instances in a Workflow
You can view the predecessors/successors of all task instances in a workflow from the Activity Monitor, Task Instances list, and the Workflow task instance Details.
You can view the predecessors/successors of a single task instance in a workflow from the Activity Monitor, Task Instances list, and the Workflow Monitor.
(You can also view the predecessors/successors of all task instances in a workflow, or the predecessors/successors of a single task instance in a workflow.)
See Viewing Task Predecessors/Successors.
Viewing Blocking Ancestors of Task Instances in a Workflow
You can view the blocking ancestors of task instances in a Workflow task instance from:
- Activity Monitor
- Task Instances list
- Workflow Monitor
Only task instances that have not started (that is: Defined, Waiting or Held status) will qualify.
See Viewing Blocking Ancestors.
Viewing a Timeline for a Workflow Task Instance
You can display the progress of a Workflow task instance in a timeline format from:
- Activity Monitor
- Task Instances list
- Workflow Task Instance Details
- Workflow Monitor
See Viewing a Timeline for a Workflow Task Instance.
Workflow Monitor Toolbar
The Workflow Monitor toolbar, which displays above the Workflow Monitor, contains icons for every tool that you need to monitor a Workflow.
A shadowed outline around the icon in the toolbar indicates the currently selected Workflow Monitor mode.
The following example shows that the Workflow Monitor is in Select mode.
Workflow Monitor Tools
The following table describes the tools used to monitor Workflows, including the tools associated with the two Workflow Monitor modes. The tools are listed by icon, as they appear - left to right - in the Workflow Monitor toolbar.
Icon |
Tool |
Description |
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|
View Parent |
If this Workflow is embedded in another Workflow, navigates to the parent. If this Workflow has more than one parent, clicking this icon displays a list of all parent Workflows; in this case, to navigate to a parent Workflow, double-click the Workflow's icon. To return to your original Workflow, click its name. (The current Workflow name displays in the lower right corner of the editor.) Note To open an embedded Workflow (sub-Workflow) from its Parent Workflow, double-click the embedded Workflow. |
|
|
Prints the current Workflow. |
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Select |
Places the Workflow Monitor in Select mode. |
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Pan |
Places the Workflow Monitor in Pan mode. |
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Undo |
Click to undo the most recent change. |
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Redo |
Click to redo the most recent change that you undid by clicking Undo. |
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Fit |
Fits the Workflow into the display. If necessary, this shrinks the icons and size of the Workflow in order to make it fit. You can undo a Fit by clicking the Actual Size icon. |
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Zoom In |
Zooms in (enlarges) the Workflow. To return the Workflow to its default size, click the Actual Size icon. |
|
Zoom Out |
Zooms out (diminishes) the Workflow. To return the Workflow to its default size, click the Actual Size icon. |
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Actual Size |
Returns the Workflow to its default size after a Fit or Zoom. |
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Zoom |
Opens a window that allows you to specify a zoom ratio. For example, to double the size of the Workflow, enter 200 and click OK. To return the Workflow to its default size, click the Actual Size icon. |
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Horizontal Layout |
Reformats the Workflow into a horizontal layout. |
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Vertical Layout |
Reformats the Workflow into a vertical layout. |
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Toggle Vertex Style |
For running Workflows, switches the icon display between status-related icons and task-related icons (see Workflow Monitor Display Mode). This icon only appears on the icon bar when you are monitoring a running Workflow. |
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Toggle Critical Path View |
Toggles between the normal view of the Workflow and the Critical Path View. Note This icon displays in the toolbar only if the Critical Path Calculations Permitted Universal Controller system property is set to true. |
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Outline |
For large Workflows, the outline provides a way of positioning a specific area of the Workflow in the display, without using the Pan mode.
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Help |
Displays help documentation for Workflows. |
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Console |
While a Workflow is running, you can click the Console icon to display processing messages. |
Workflow Monitor Display Mode
The default display mode for the Workflow Monitor identifies each task instance in the workflow by:
Task Name
The task name is the name given to a task when it was created (see Creating Tasks).
Task Type
The task type of each task instance is represented by an icon that displays above the task instance name.
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