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Building and Configuring Workflows
Schedules
Schedules
Schedules are used to run a workflow when an event occurs and provide more configuration options for specific workflows. However, they are created and executed separately from workflows.
Start Task Filter for Schedules
By setting the Start Task Filter, you limit a user's ability to start a particular task in the Task List during run time. This feature allows you to filter based on the same criteria as task step assignments. Location (computer or equipment) and/or personnel (user or personnel class) control the tasks that can be started by an operator based on credentials and the computer being used.

Workflow Products Documentation

Building and Configuring Workflows
- Workflow Design Basics
- Workflow Foundations
- Task Management for Administrators
- Task Configuration
- Task Step Configuration
- Global Subprocesses
- Basic Activities
- Schedules
  - Schedules
    Schedules are used to run a workflow when an event occurs and provide more configuration options for specific workflows. However, they are created and executed separately from workflows.
    - User Interface Attributes for Schedules
      The Overview tab provides general information about the currently selected schedule.
    - Start Task Filter for Schedules
      By setting the Start Task Filter, you limit a user's ability to start a particular task in the Task List during run time. This feature allows you to filter based on the same criteria as task step assignments. Location (computer or equipment) and/or personnel (user or personnel class) control the tasks that can be started by an operator based on credentials and the computer being used.
      - Filter Scheduled Tasks During Run Time
        To limit user and computer access to specific tasks, you can assign specific operators and machines to see the schedule in the Start Task dialog.
    - Event Sources
      Event sources are data items that you can subscribe to.
    - Workflow Event Source Properties
      Event sources are data items that you can subscribe to when you configure a workflow schedule. You use event sources to define when the selected workflow schedule is triggered
    - Schedule Overrides During Run Time
      The Task Details tab allow you to input more schedule information related to the attached workflow task or subprocess task step.
    - Schedule Parameters
      The parameters available in Workflow Schedules are the preconfigured input parameters or data items of the selected workflow. If the selected workflow has no parameters, no information displays on this tab.
    - Override Workflow Priorities and Subprocess Names
      The Details area is where you can set or override the task priority for the workflow selected in the Task/Task Steps list. You can also rename the display name for this workflow's subprocesses.
    - Work Instructions in Schedules
      The Work Instructions area is where you can override the previously configured instructions for the task/task step.
    - Linked Documents in Schedules
    - Assignments in Schedules
      The Assignments area is where you can override the previously configured location/personnel assignments for workflow tasks or subprocess task steps, depending on the requirements of the schedule. These task/tasks steps can be sent to an assigned computer or operator at that station to complete.
    - Expiration in Schedules
      You can set an expiration date and/or time for workflow tasks, subprocess task steps, and scheduled tasks.
    - Tracking Data in Schedules
      The Tracking Configuration tab allows you to track subprocess or workflow level data and local variables while a workflow is running.
- Faults
- Test Workflows
- Debug Workflows
- Track Data
- Web Services Service Provider
- Legacy Workflow Web Service
- Categories
- Completion Codes
- Actuals
- REST APIs

Start Task Filter for Schedules

By setting the Start Task Filter, you limit a user's ability to start a particular task in the Task List during run time. This feature allows you to filter based on the same criteria as task step assignments. Location (computer or equipment) and/or personnel (user or personnel class) control the tasks that can be started by an operator based on credentials and the computer being used.

Note: A workflow schedule must be associated with a workflow task in order to start it from the Start Task feature, and this workflow (and schedule) must be enabled, with the Visible property set to True.

Schedule Configuration

The following table describes the available options.

Area	Value	Description
Is Schedule Visible in Start Task Window	N/A	Select this check box to ensure that the selected schedule appears in the list of tasks presented when you click the Start Task button.
Set Location	User-defined	Click to select an equipment or computer assignment to be used to filter the list of tasks that can be started by an operator. Note: If an equipment or computer resource is selected for the location filter, that location must be part of the user’s Task List context for the schedule to appear in the Start Task dialog box. If no location context is set, this schedule will not appear in the list. The schedule will be visible, however, for any location context (including no context) if no location filter is selected, provided the personnel filter matches.
Set Personnel	User-defined	Click to select a personnel assignment to be used to filter the list of tasks that can be started by an operator.
Clear	N/A	Click to remove location or personnel settings.