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Monitoring Workflows

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.

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:

  1. At the bottom right corner of the Workflow Monitor.
  2. 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

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.

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.
 
In Pan mode, you also can use all other Workflow Monitor tools.
 

Note

Pan mode does not allow you to use the drag and drop method for moving, deleting, and copying groups of Workflow elements.

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

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.

Print

Prints the current Workflow.

Select

Places the Workflow Monitor in Select mode.

Pan

Places the Workflow Monitor in Pan mode.
 
To pan around the Workflow, click anywhere in the Workflow Monitor canvas and drag your cursor to display any section of the Workflow.
 
To return to your original location, click the Actual Size icon.

Undo

Click to undo the most recent change.

Redo

Click to redo the most recent change that you undid by clicking Undo.

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.

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.

Actual Size

Returns the Workflow to its default size after a Fit or 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 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 Workflow Monitor Display Mode). This icon only appears on the icon bar when you are monitoring a running Workflow.

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.

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.

  1. Click the Outline icon. The Outline window opens.
  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 to show only the area within the blue box.

Help

Displays help documentation for Workflows.

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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