The contents of the workflows tab are shown below.
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The following table explains various elements on the Workflows tab.
Field/Icon | Description |
---|
Workflows (Number) | Workflow List Tab - View the list of all workflows according to the selections from the Workspace/Project/Workflow Drop-downs
- Details for each Workflow:
|
Search Workflows | |
| Expand/Collapse Arrow |
Log | - View the log details generated during the execution of any workflow.
- It is especially helpful during troubleshooting.
- Click to view the following details of the workflow trace.
- Task Name
- Task Type
- Status
- Row Count
- Start Time
- End Time
Duration
|
Trace | - View the log trace details generated during the execution of any workflow created by other users.
- It is especially helpful during troubleshooting.
- Click to view the following details of the workflow log.
- User
- Workflow Name
Workflow Run Details|
|
| |
| Run From Failed Task Icon |
| Create Schedule Icon - Click to create a schedule to run that Workflow
- Please enter the UTC Time (24 hr clock) in the Run Time field while creating the schedule.
- When you schedule a workflow run using this icon, the following fields are autoselected:
- Workspace Name
- Project Name
Workflow Name|
|
See All Executions | Click to see all the executions of the selected Workflow. |
Active Schedules
The contents of the active schedules tab are shown below.
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The following table explains various elements on the Active Schedules tab.
Field/Icon | Description |
---|
Active Schedules (Number) | Active Schedules Tab Displays a list and details of all active schedules in the selected Workspace (s) and Project (s). |
Search Schedules or Workflow | |
Create New Schedule | - Click to create a new schedule for a given workflow
- Please enter the UTC Time (24 hr clock) in the Run Time field while creating the schedule.
|
| Click to view the active workflow schedules on the current date. |
| Previous Week Arrow Click to view all active workflows scheduled in the earlier week(s) |
| Next Week Arrow Click to view all active workflows scheduled in the coming week(s) |
April 2022 | Current week/month indicator |
Schedule Type | - Select the type of view for the active workflow schedules
- By default, All active workflows are displayed
- You can change the type to
|
04 April 2022, Mon | Current Date View all the active schedules on this date| |
Scheduling_27_4 | The name of the workflow |
Schedule_27 | The name given to the workflow schedule while creating a schedule |
| Yet To Start (Active Workflow Status) |
| |
| Edit/Update Schedule Icon - Click to edit the created schedule|
|
| Delete Schedule Icon - Click to delete the created schedule
|
Description | View the description given at the time of Creating or Updating the Schedule |
Project | View the name of the Project to which the Workflow belongs |
Workspace | View the name of the Workspace to which the Workflow belongs |
Email Notification to | View the email(s) address(es) of associates to which the schedule is dispatched along with the message. |
Message | View the message you send in the email body. |
| Time Indicator Bar |
Inactive Schedules
The contents of the inactive schedules tab are shown below.
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The following table explains various elements on the Inactive Schedules tab.
Field/Icon | Description |
---|
Inactive Schedules (Number) | Inactive Schedules Tab - Displays a list and details of all inactive schedules in the selected Workspace (s) and Project (s).
|
Search Schedules or Workflow | |
Create New Schedule | - Click to create a new schedule for a given workflow
- Please enter the UTC Time (24 hr clock) in the Run Time field while creating the schedule.
|
| Click to view the inactive workflow schedules on the current date. |
| Previous Week Arrow Click to view all inactive workflows scheduled in the earlier week(s) |
| Next Week Arrow Click to view all inactive workflows scheduled in the coming week(s) |
April 2022 | Current week/month indicator |
Schedule Type | - Select the type of view for the inactive workflow schedules
- By default, All inactive workflows are displayed
- You can change the type to
|
28 March 2022, Mon | Current Date - View all the inactive schedules on this date
|
| Yet To Start (Inactive Workflow Status) | Completed | | Running | | Yet to Start | | Failure |
|
workflow_schedule | The name of the workflow |
Work_schedule_updated | The name given to the workflow schedule while creating a schedule |
| - Shows the InActive Status of the Schedule
- If you clear the checkbox, the schedule moves to the Active Schedules tab.
|
| Edit/Update Schedule Icon - Click to edit the created schedule
|
| Delete Schedule Icon - Click to delete the created schedule
|
Description | View the description given at the time of Creating or Updating the Schedule |
Project | View the name of the Project to which the Workflow belongs |
Workspace | View the name of the Workspace to which the Workflow belongs |
Email Notification to | View the email(s) address(es) of associates to which the schedule is dispatched along with the message. |
Message | View the message you send in the email body. |
Searching a Workflow
The search function is useful when the list of workflows is long. You can search a workflow from
- Workflow drop-down
- Workflow Tab
From Workflow Drop-down
To search for a workflow,
- On the Workflow Monitoring page, below the title pane, click the Workflow drop-down.
- Scroll down to search your Workflow from the list.
- Alternatively, type the name of the Workflow in the Search field. Partial names are allowed for searching. A list of workflow or schedule names matching the search string is populated as you start typing.
- Select the Workflow and click Done.
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From Workflow Tab
To search for a workflow,
- On the Workflow Monitoring Page, in the Workflows tab, scroll down to search your Workflow from the list.
- Alternatively, type the Workflow name in the Search field on the extreme right. Partial names are allowed for searching. A list of workflow or schedule names matching the search string is populated as you start typing.
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Creating a New Workflow Schedule
You can create workflow schedules as required. You can create
- A schedule for a particular workflow from the Workflow tab
- A new schedule from the Active Schedules or Inactive Schedules tab
From Workflow Tab
To create a schedule for a particular workflow,
- On the Workflow Monitoring Page, in the Workflows tab, scroll down to search the Workflow for which you want to create a schedule.
- Click the Expand/Collapse arrow (
) to the left of the workflow name. - Click the Create Schedule icon (
). The Create Schedule page is displayed. - Fill in the required details and click Create.
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The Create Schedule Page is described below.
From Active/Inactive Schedules Tab
To create a new schedule,
- On the Workflow Monitoring Page, click Active Schedules or Inactive Schedules.
- Click Create New Schedule on the extreme right. The Create Schedule page is displayed.
- Fill in the required details and click Create.
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The Create Schedule Page is described below.
Create Schedule Page
The Figure below shows the various fields and buttons on the Create Schedule page.
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The table below describes the fields and buttons on the Create Schedule page.
Field/Icon | Description |
---|
Workspace Name | - Select the Workspace in which the Workflow is created.
- The field is auto-populated if you create a schedule from the workflow tab.
|
Project Name | - Select the Project in which the Workflow is created.
- The field is auto-populated if you create a schedule from the workflow tab.
|
Workflow Name | - Select the Workflow for which the schedule is to be created.
- The field is auto-populated if you create a schedule from the workflow tab.
|
Name | - Enter a name for the schedule
- Easily search your schedule using the name.
|
Description | Enter a suitable description for your schedule. |
Schedule |
Schedule to run data | Select a frequency to run your Workflow Available Options: - Daily
- Weekly (select the weekday)
- Monthly (select the date)
|
Active | - By default, the Active checkbox is selected in the Create Schedule window.
- Mark your schedule as Active or Inactive.
- A selected check box indicates an active schedule.
- A cleared check box indicates an inactive schedule.
|
Start Date | - Select the date from which you want the scheduled run to start.
- Use the calendar icon to select the date.
|
End Date | - Select the date at which you want the scheduled run to end.
- Use the calendar icon to select the date.
|
Run Time | - Select the time of the day at which you want to execute the Workflow.
- Use the drop-down to select the Hours and Minutes.
- Enter the UTC time.
|
Notify Run Status |
EMAIL NOTIFICATION | - By default, the Email Notification checkbox is selected.
- Receive notifications via email when your scheduled run completes.
- Please select the checkbox to receive emails; otherwise, clear it.
- The email notification gives details like the status of execution and the respective message as entered while creating the schedule.
|
Email Address | - Enter the email ID(s) to whom you want to send an email notification.
- You can add multiple email IDs.
|
Message | Enter a message you want to send in the email body. |
Cancel | Cancel the schedule creation and return to the Workflow Monitoring page. |
Create | Click to create a workflow schedule. |
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| While creating a Schedule, please note that ALL FIELDS ARE MANDATORY! |
Editing a Workflow Schedule
You can edit a schedule after it is created and in the active or inactive schedule state.
To edit a schedule,
- On the Workflow Monitoring Page, click Active Schedules or Inactive Schedules.
- Click the Expand/Collapse arrow (
) to the left of the workflow/schedule that you want to edit/update. - Click the Edit Schedule icon (
). The Update Schedule page is displayed. This page is identical to the Create Schedule Page. - Edit the fields as required. Refer to the table above to create a schedule.
- Click Update. The schedule is updated, and a notification message is displayed.
Deleting a Workflow Schedule
You can delete a schedule when it is no longer needed.
To delete a schedule,
- On the Workflow Monitoring Page, click Active Schedules or Inactive Schedules.
- Click the Expand/Collapse arrow (
) to the left of the workflow/schedule you want to delete. - Click the Delete icon (
). A message to confirm your action is displayed. - To confirm, click Delete. The selected schedule is deleted, and a confirmation message is displayed.