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This page is for data modellers, application designers and system administrators. It explains how to create a task plan, which will run one or more tasks.

Overview

When working with data, applications and IT systems, there are routine processes that you need to run. PhixFlow makes it easy for you to set up and manage these processes using task plans, to which you add tasks.

See Also

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Table of Contents
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titleSections on this page

Running Task Plans

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You can run a task plan:
  • manually, using the property tab toolbar button 
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    .
  • automatically at a scheduled date and time, using the Scheduled check box and related Schedule section.
  • by linking it to an application action, in the action properties → Run Task Plan section; see Table-Action.
    When the user clicks something in the application, such as a button or a data row, the task plan runs.

When a task plan runs, its tasks are run in the order they are listed.

You can optionally set up a list of users who will receive an email about the outcome of running the task plan.

Task Plan Properties

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The property tab toolbar includes the 

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 button. Click this to manually run the task plan.

Basic Settings

FieldDescription
NameThe name of the task plan.
Enabled

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ticked

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ticked

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 to indicate the task plan configuration is complete and it can be run.

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 to prevent the task plan being run. For example, during maintenance, you may not want the task plan to run at the scheduled time.

Scheduled

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ticked

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 to add a Schedule section to the properties, where you can configure the day and time that the task plan will run. 

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 for task plans that you want to run manually. 

Suspend on Failure

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ticked

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ticked

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 to set PhixFlow to automatically tick the Suspended checkbox if running the task plan generates an error message. You can find the error messages in the log file; see Server Log Files.

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 so that a task plan can report errors without preventing the next run.

Suspended

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ticked

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 prevents the next run of the task plan. PhixFlow automatically ticks this box if the task plan generated an error message on its previous run. This means the task plan will not run again until you have:

  • resolved the problem that caused the error message
; see the log file for details.
  • and unticked the Suspend checkbox.

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 indicates the task plan can run as no errors were reported in the previous run.

Protect on import

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 to allow this task plan to be updated or deleted by import from another PhixFlow instance.

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 to retain the Enabled, Scheduled, Suspend on Failure, Suspended and Schedule settings if this task plan is imported from another PhixFlow instance.

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Tasks

A list of

The grid contains a list of of tasks in the task plan. To create a task and add it to the list:

  1. Click 
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    . PhixFlow displays a list of task types; see Types of Task.
 To add
  2. Select a task
, click Image Removed and select the type of task you want to add; see Types of Task
  1. type.
  2. Complete the task properties; see Task.

To remove tasks, use the toolbar button 

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Schedule

This section is displayed when Basic Settings → Scheduled is ticked. Specify the day and time on which the task plan runs.

In the fields, you can enter:

  • an explicit value
, for example,
  • : 6
  • a range
, for example,
  • : 9-12
  • a repeating group
, for example,
  • : 5/10
.

  • This is equivalent to 5,15,25,35 etc.
  • a comma-separated list of single values, ranges or repeating groups
. For example,
  • : 1,3-5,10,20/5
  • a wild card
*, meaning
  • to mean all values
.
  • : * 
    Note: You cannot use a wild card in the Seconds field.

Tip

The Schedule section has fields for Day of Month and Day of Week . These fields are mutually exclusive. Use

on

one to specify a day, and enter a ? to indicate no value  is specified in the other.


FieldDescription
SecondsEnter the seconds part of the scheduled time, for example, 0-59.
MinutesEnter the minutes part of the scheduled time, for example, 0-59.
HoursEnter the hours part of the scheduled time, for example, 0-23.
Day of Month

Enter the day of the scheduled date. You can enter:

  • number to specify the date. The day number can be 1 to 31
    Note: A date of 31 will not run the task plan in months that only have 28, 29 or 30 days
.
    • for example, 20 runs the task on the 20th day of the month
number-number to specify a date range.
    • for example, 1-31 runs the task plan every day
.
  • L to specify the last day of the month
  • L-number to specify a day relative to the last day of the month
    • for example, L-2 runs the task plan two days before the last day of the month
  • numberW to specify the nearest week day to a date, for example: 
    • 1W runs the task plan on the first week-day of the month
    • 15W, where the 15th is a:
      • Saturday, runs the task plan on Friday 14th
      • Sunday, runs the task plan on Monday 16th
    • 1W runs the task plan on the first week-day of the month
  • LW runs the task plan on the last week-day of the month
  • ? to indicate no value is specified here when you use the Day of Week field instead.
Month

Enter the month of the scheduled date. You can enter the months as:

  • a number or number range. Numbers are 1 to 12. For example:
    • 5 runs the task plan in May
    • 1-12 runs the task plan every month
  • its short name, for example, JAN,MAY,JUN,DEC. You can specify a range of months, for example JAN-MAR.
Tip

The month short names must be in block capital letters.


Day of Week

Enter the day of the scheduled date. You can enter:

  • number to specify the day as number from 1 to 7
.
  • , where:
    • 1 is Sunday
    • 2 is Monday
    • 6 is Friday
    • 7 is Saturday
    • for example, 20 runs the task on the 20th day of the month
number-number to specify a range of days, for example:
    • .
    • for example 2-6 runs the task plan every week-day
  • the short day name, for example MON,TUE,FRI,SUN. You can specify a range of days, for example:
    • MON-FRI runs the task plan on week-days.
L,
  • L as a suffix, to specify the last week-day in the month, for example:
    • FRIL runs the task plan on the last Friday of the month
    • 2L runs the task plan on the last Monday of the month
#number,
  • #number as a suffix, to specify one Nth weekday in the month. For example:
    • FRI#1 runs the task plan on the first Friday of the month
    • 4#2 runs the task plan on a Wednesday, when it is the 2nd Wednesday of the month
    • FRI#5 runs the task plan on the fifth Friday of the month. If there is no fifth Friday, the task plan does not run.
    • 2#1, 1#3 is not valid, as it specifies more than one value.
  • ? to indicate no value is specified here when you use the Day of Month field instead.
YearEnter the year of the scheduled date, for example, 2020. You can specify a range of years, for example, 1970-2099.

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Send By Email

You can set up an automated email to be sent with the results of a task plan run.

Emails are generated in an outbound queue and are sent by a separate email

demon

background process. If

the demon

the background process cannot send the emails immediately, for example, because the email server is down,

the email demon process

it will try to re-send periodically until:

  • either it succeeds
  • or
until
  • it exceeds a timeout period
has passed
  • .

Emails can also be sent as part of Actionflows. The Actionflow can be added to a task plan to run at a scheduled time, see Scheduling Actionflows and Email Action Configuration.

FieldDescription
Email FromEnter the email address from which the generated email will appear to be sent.
Subject Expression

Enter a PhixFlow

Expression to

expression to create the email subject. The expression must evaluate to a plain text string; see Expressions and PhixScripts.

Use the internal variables _errors, _warnings, _messages, _suspended  and _taskPlan.

Email as HTML
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Message Expression

Enter a

PhixFlow Expression to

PhixFlow expression to create the message body

for the email

of the email. Email messages can have unlimited characters. The expression must evaluate to a plain text string; see Expressions and PhixScripts.. When Email as HTML is ticked, the string can include HTML tags, for example to format text or provide links.

Use the internal variables _errors, _warnings, _messages,  _suspended and _taskPlan.

Notification
This

The grid contains a list of the

users who will be notified with the results of

notification rules that belong to the task plan.

This section has a toolbar with standard buttons and 

To create and add a notification to the list, click

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.

The grid contains a list of user groups assigned to this role. To add a user group to the list:

Click

. PhixFlow opens the properties tab for a new User Notification Rule.

  1. In Basic Settings →  Email As select one of:
    • TO
    • CC
    • BCC
  2.  Optionally add an expression to specify the conditions under which the email is sent. To specify sending an email based on logged messages, use the internal variables:
    •  _errors: to send an email if there are any errors, or more than a specified number of errors
    •  _warnings: to send an email if there are warnings
    • _messages: to send an email if there are any messages
    • _suspended: If you have ticked Suspend on Failure, you must send an email to someone who can resolve the issue that caused the task plan to fail.
  3. In the Users section, click
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     to
list all the user groups in the repository.
  • Drag user groups into this list to add them to the role. 
    • To remove user groups from the role

    An Expression which governs whether the recipient will receive the email generated by the Task Plan on completion. The internal variables _errors, _warnings, _messages and _suspended can be used in the User Notification Expression.

    In particular, the _suspended variable can be used to send an email to a recipient only if a Task in the Task Plan failed - leading to the Task Plan being suspended. While a Task Plan is suspended, no further emails will be sent even if the Task Plan is scheduled to run.

    Further, using the _errors variable, this expression can be set up so that a recipient is sent an email only if there are more than a certain number of error messages.
    1. open a list of users. Drag users from the list into the grid. 
    2. Click 
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       to save and close the user notification rule.

    To remove a user notification rule from the task, use the toolbar button 

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    .

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    Actionflow Properties

    This section contains the additional button Image Removed - this will bring up the list of users in PhixFlow. Drags users into this list to add them as an email recipient. 

    Doing this will add the users with a blank notification rule, which means that the users will get an email every time this task plan runs. Edit the users in the list to update the notification rule, or add users manually using the Image Removed button. For each user notification rule configure the following settings:

    Notification

    A list of the users that will be notified with the results of the task plan.

    This section contains the additional button Image Removed - this will bring up the list of users in PhixFlow. Drags users into this list to add them as an email recipient. 

    Doing this will add the users with a blank notification rule, which means that the users will get an email every time this task plan runs. Edit the users in the list to update the notification rule, or add users manually using the Image Removed button. For each user notification rule configure the following settings:

    FieldDescriptionUserSelect a user configured in PhixFlow from the drop down list.Email As

    Choose one of:

    • To
    • Cc
    • Bcc
    Expression

    Actionflow Properties
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    Advanced

    FieldDescription
    Exclusion Group

    This field is case insensitive. If this field is not empty, only one task plan with this Exclusion Group can be running at any one time. Attempting to run a second task plan with the same exclusion group will return a warning and the task plan will not run. This applies whether the task plan is run manually, automatically using a schedule, or by an action.

    When running an action, the initial phase will evaluate the task plan rules and determine which task plan (if any) to run. If the task plan to run has an exclusion group and there is already a task running with this exclusion group then the action will not continue and returns a warning. Exclusion Group are evaluated before any tasks or actions are started. 

    If there is no task already running with this exclusion group then the action will continue. The action will be considered to be using this exclusion group from this point until the task plan has completed.




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