Recurring Task
Overview
The Recurring Task allows you to specify a target task, of any task type, along with recurrence options, to control when and how many times the target task is launched by that Recurring task.
Built-In Variables
The following built-in variables can be used in a Recurring task to pass data where appropriate:
Creating a Recurring Task
Step 1 |
From the Automation Center navigation pane, select Tasks > Recurring Tasks. The Recurring Tasks list displays a list of all currently defined Recurring tasks. |
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Step 2 |
Enter/select Details for a new Recurring 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 the button. The task is added to the database, and all buttons and tabs in the Task Details are enabled. |
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).
Recurring Task Details
The following Recurring Task Details is for an existing Recurring task.
Depending on the values that you enter / select for these fields, and whether or not the Recurring 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 Recurring Task Details.
Recurring Task Details Field Descriptions
The following table describes the fields, buttons, and tabs that display in the Recurring Task Details.
Field Name |
Description |
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General |
This section contains general information about the task. |
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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. |
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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. |
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Description |
Description of this record. Maximum length is 255 characters. |
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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. |
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Resolve Name Immediately |
If enabled, the Instance Name of the task instance will be resolved immediately at trigger/launch time. |
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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. |
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Hold Reason |
Information about why the task will be put on hold when it starts. |
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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. |
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Hold Resources on Failure |
If enabled, the task instance will continue to hold Renewable resources if the task instance fails. Renewable resources will be returned only if the task instance status is either Complete, Finished, or Skipped. |
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Mutually Exclusive With Self |
If enabled, the task will not be allowed to run concurrently with itself. Task will not start until the instance that is running finishes. An instance will transition to Exclusive Wait status if it cannot start due to another instance already running. |
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Simulate | Specifies if the instance should execute under simulation mode. |
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Recurring Details |
This section contains assorted detailed information about the task. |
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Recurrence Type |
Type of recurrence. Valid values:
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Recurrence Time List |
If Recurrence Type = On; List of Times and Days on which runs of the Target Task will recur. |
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Recurrence Interval |
Amount of time to wait - based on the time unit specified in Recurrence Interval Unit - between runs of the specified Target Task. The default value, as specified in the Recurring Task Minimum Frequency In Seconds Universal Controller system property, is 5 (seconds). The minimum value is 0. |
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Recurrence Interval Unit |
Units of time to wait - based on the time specified in Recurrence Interval - between runs of the specified Target Task. Options:
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Indefinite Recurrences |
Indication that the recurrence of runs for the specified Target Task will occur indefinitely. |
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Number of Recurrences |
If Indefinite Occurrences is not selected; Number of times that runs of the specified Target Task will occur. |
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Time Window |
If Indefinite Occurrences is not selected; Indication that the Target Task will run within a specified time frame. |
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Purge By Retention Duration |
Specification for whether task instances launched by the Recurring Task instance can be purged by retention duration. |
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Exclude Backup |
If Purge By Retention Duration is selected; Specification for whether qualifying task instances can be excluded from the backup when being purged by retention duration. |
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Retention Duration |
If Purge By Retention Duration is selected; Minimum retention duration for the selected Retention Duration Unit before triggered task instances can qualify for purge. If Retention Duration Unit = Days, valid values are 1 to 366. If Retention Duration Unit = Hours, valid values are 1 to 24. |
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Retention Duration Unit |
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Interval Start Time (HH:MM) |
If Time Window is selected; Starting time of day that runs of the specified Target Task will occur. |
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Interval End Time (HH:MM) |
If Time Window is selected; Ending time of day that runs of the specified Target Task will recur. |
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Interval Start Day Constraint |
If Time Window is selected; Specification for whether or not to advance the start day of the recurrence to another day.
Default is – None --. |
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Interval End Day Constraint |
If Time Window is selected; Specification for whether or not to advance the end day of the recurrence to another day.
Default is – None --. |
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Launch Details |
This section contains information about the target task being launched. |
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Target Task |
Name of the task for which you want to specify recurrence details. Click the icon to display Task Details for the task. |
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Task Launch Skip Condition |
User-defined; Controls when launching a target task for recurrence will be skipped. The Recurring Task Launch Skip Condition Default Universal Controller system property value is used as the default value for this field. Options:
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Override Variables |
List of task variables to override.
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Monitor Details |
This section contains specifications for monitoring the target task. |
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Target Task Monitor Condition |
Specification for which target task instance(s) will be monitored. Options:
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Status To Monitor |
If Target Task Monitor Condition is not --None--; Status being monitored for. When the target task instance(s) being monitored go to the status specified here, the Recurring Task Instance will complete successfully. Options:
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Wait / Delay Options |
This section contains specifications for waiting to start and/or delaying on start the task. |
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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. |
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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 --. |
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Wait Duration |
If Wait To Start = Duration; Number of days, hours, minutes, and seconds to wait before starting the task. |
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Wait Duration In Seconds |
If Wait To Start = Seconds; Number of seconds to wait before starting the task. |
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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. |
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Delay Duration In Seconds |
If Delay On Start = Seconds; Number of seconds to delay after starting the task. |
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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 task instances of the task. |
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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. |
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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. |
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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 --. |
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Late Start Nth Amount |
If Late Start Day Constraint = Nth Day; Number of days to advance. |
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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. |
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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. |
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Late Finish Type |
Required if Late Finish is enabled. Options:
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Late Finish Offset Type |
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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. |
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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. |
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Late Finish Duration Offset Unit |
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Late Finish Time |
If Late Finish Type = Time; Time after which the task finish time is considered late. Use HH:MM, 24-hour time. |
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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 --. |
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Late Finish Nth Amount |
If Late Finish Day Constraint = Nth Day; Number of days to advance. |
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Late Finish Duration |
If Late Finish Type = Duration; Longest amount of time this task instance should take to run. |
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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. |
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Early Finish Type |
Required if Early Finish is enabled. Options:
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Early Finish Offset Type |
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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. |
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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. |
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Early Finish Duration Offset Unit |
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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. |
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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 --. |
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Early Finish Nth Amount |
If Early Finish Day Constraint = Nth Day; Number of days to advance. |
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Early Finish Duration |
If Early Finish Type = Duration; Shortest amount of time this task instance should take to run. |
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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. |
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Workflow Execution Options |
This section contains Execution Restriction specifications for the task if it is within a Workflow. |
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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. |
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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. |
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Before Time |
If Restriction Period = Before or Span; Time on the selected date before which the restriction is valid. |
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After Date |
If Restriction Period = After or Span; Date after which the restriction is valid. |
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After Time |
If Restriction Period = After or Span; Time on the selected date after which the restriction is valid. |
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Date List |
If Restriction Period = On; Date(s) on which the restriction is valid. |
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Statistics |
This section contains time-related statistics for task instances of the task. |
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First Execution |
System-supplied; End Time of the first instance of this task to complete. |
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Last Execution |
System-supplied; End Time of the last instance of this task to complete. |
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Last Instance Duration |
System-supplied; Amount of time the task took to run the last time it ran. |
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Lowest Instance Time |
System-supplied; Lowest amount of time this task has taken to run. |
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Average Instance Time |
System-supplied; Average amount of time this task takes to run. |
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Highest Instance Time |
System-supplied; Highest amount of time this task has taken to run. |
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Number of Instances |
System-supplied; Number of instances in the database for this task. |
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Metadata |
This section contains Metadata information about this record. |
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UUID |
Universally Unique Identifier of this record. |
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Updated By |
Name of the user that last updated this record. |
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Updated |
Date and time that this record was last updated. |
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Created By |
Name of the user that created this record. |
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Created |
Date and time that this record was created. |
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Buttons |
This section identifies the buttons displayed above and below the Task Details that let you perform various actions. |
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Save |
Saves a new task record in the Controller database. |
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Save & New |
Saves a new record in the Controller database and redisplays empty Details so that you can create another new record. |
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Save & View |
Saves a new record in the Controller database and continues to display that record. |
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New |
Displays empty (except for default values) Details for creating a new task. |
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Update |
Saves updates to the record. |
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Launch Task |
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View Parents |
Displays a list of any parent Workflow tasks for this task. |
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Copy |
Creates a copy of this task, which you are prompted to rename. |
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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. |
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Close |
For pop-up view only; closes the pop-up view of this task. |
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Tabs |
This section identifies the tabs across the top of the Task Details that provide access to additional information about the task. |
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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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Instances |
Lists all instances of the task. |
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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. |
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Notes |
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Versions |
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Viewing a Recurring Task Instance
When a Recurring task is launched, the Controller creates a task instance record of that task.
A task instance contains detailed information about a single execution of that task.
You can access a task instance from:
- Instances tab on the Recurring Task Details for that task
- Activity Monitor
- Task Instances list
Recurring Task Instance Details
The following Recurring Task Instance Details contains information on the execution of the task shown in the
Recurring Task Details.
Recurring Task Instance Details Field Descriptions
The following table describes the fields, buttons, and tabs that display in Recurring 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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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. |
Hold Resources on Failure |
If enabled, the task instance will continue to hold Renewable resources if the task instance fails. Renewable resources will be returned only if the task instance status is either Complete, Finished, or Skipped. |
Mutually Exclusive With Self |
If enabled, the task will not be allowed to run concurrently with itself. Task will not start until the instance that is running finishes. An instance will transition to Exclusive Wait status if it cannot start due to another instance already running. |
Simulate | Specifies if the instance should execute under simulation mode. |
Status |
This section contains information about the current status of the task instance. |
Status |
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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. |
Critical Endpoint |
Indicates that this task was defined as a Critical Endpoint of a Critical Path in 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. |
Recurring Details |
This section contains assorted detailed information about the task instance. |
Recurrence Type |
Type of recurrence. Valid values:
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Recurrence Time List |
If Recurrence Type = On; List of Times and Days on which runs of the Target Task will recur. |
Computed Recurrence Time List |
If Recurrence Type = On; List of computed Days and Times on which runs of the Target Task will recur. The corresponding recurrence Time and Day Constraint, from the Recurrence Time List, displays for each Computed Recurrence Time. Skipped recurrence times will be marked as (Skipped). |
Recurrence Interval |
Amount of time to wait - based on the time unit specified in Recurrence Interval Unit - between runs of the specified Target Task. The default value, as specified in the Recurring Task Minimum Frequency In Seconds Universal Controller system property, is 5 (seconds). The minimum value is 0. |
Recurrence Interval Unit |
Units of time to wait - based on the time specified in Recurrence Interval - between runs of the specified Target Task. Options:
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Indefinite Recurrences |
Indication that the recurrence of runs for the specified Target Task will occur indefinitely. |
Number of Recurrences |
If Indefinite Occurrences is not selected; Number of times that runs of the specified Target Task will occur. |
Time Window |
If Indefinite Occurrences is not selected; Indication that the Target Task will run within a specified time frame. |
Purge By Retention Duration |
Specification for whether task instances launched by the Recurring Task instance can be purged by retention duration. |
Exclude Backup |
If Purge By Retention Duration is selected; Specification for whether qualifying task instances can be excluded from the backup when being purged by retention duration. |
Retention Duration |
If Purge By Retention Duration is selected; Minimum retention duration for the selected Retention Duration Unit before triggered task instances can qualify for purge. If Retention Duration Unit = Days, valid values are 1 to 366. If Retention Duration Unit = Hours, valid values are 1 to 24. |
Retention Duration Unit |
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Interval Start Time (HH:MM) |
If Time Window is selected; Starting time of day that runs of the specified Target Task will occur. |
Interval End Time (HH:MM) |
If Time Window is selected; Ending time of day that runs of the specified Target Task will recur. |
Interval Start Day Constraint |
If Time Window is selected; Specification for whether or not to advance the start day of the recurrence to another day.
Default is – None --. |
Interval End Day Constraint |
If Time Window is selected; Specification for whether or not to advance the end day of the recurrence to another day.
Default is – None --. |
Recurrence Count |
Current number of runs of the Target Task that have recurred. |
Next Recurrence Time |
Date and time when the next run of the Target Task will recur. |
Computed Interval Start |
If Recurrence Type is Interval and Time Window is selected; Computed time at which the interval has been designated as starting at (it can be in the past). |
Computed Interval End |
If Recurrence Type is Interval and Time Window is selected; Computed time at which the interval will end. |
Launch Details |
This section contains information about the target task being launched. |
Target Task |
Name of the task for which you want to specify recurrence details. Click the icon to display Task Details for the task. |
Task Launch Skip Condition |
User-defined; Controls when launching a target task for recurrence will be skipped. The Recurring Task Launch Skip Condition Default Universal Controller system property value is used as the default value for this field. Options:
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Override Variables |
List of task variables to override.
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Monitor Details |
This section contains specifications for monitoring the target task. |
Target Task Monitor Condition |
Specification for which target task instance(s) will be monitored. Options:
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Status To Monitor |
If Target Task Monitor Condition is not --None--; Status being monitored for. When the target task instance(s) being monitored go to the status specified here, the Recurring Task Instance will complete successfully. Options:
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Monitored Target Task Instance |