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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.
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.

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

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.

Before you begin

Note: A workflow schedule must be associated with a workflow task in order to start it from the Start Task dialog box during run time, and this workflow and its associated workflow must be enabled.

Procedure

In the navigator, click Workflow > Schedules.
In the resource type list, select a resource.
In the Displays panel, click Workflow Management > Workflow Editor.
Click the Overview tab.
In the Start Task Filter section, select the Is schedule visible in Start Task window check box.

You can filter tasks by location and/or personnel.

To filter by...	Click...
equipment	Set Location, select a preconfigured piece of equipment or computer from the Universal Browser, and then click OK.
operators	Set Personnel, select a preconfigured class of people or an individual person from the Universal Browser, and then click OK.

Optional: To remove a location or personnel setting, click Clear.
Click Save.