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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.
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.
Override the assigned personnel in a schedule

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.
    - 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.
      - Override the assigned location in a schedule
      - Override the assigned personnel in a schedule
    - 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

Override the assigned personnel in a schedule

Procedure

In the navigator, click Workflow > Schedules.
In the Folders list, select a resource type, such as Workflows, Subprocesses, Schedules, User Activities, Categories, Completion Codes, Faults, or Filters.
In the resource type list, select a resource.
In the Displays panel, click Workflow Management > Workflow Editor.
Click the Task Details tab, and then click the Assignments tab.
In the Task/Task Steps panel, select:
- The workflow to add a document to the task.
- A subprocess to add a document to the task step.
Select the Override check box.
Click Set Personnel.
The Universal Browser appears.
Select a new resource for the schedule, and then click OK.

Note: Click Clear to remove the selection.
Click Save.