Creating a Task

1. In a task plan properties → Tasks section, click  Add New. 
2. Select one of the task types from the menu; see Types of Task.
3. PhixFlow opens a new task properties tab.
4. Enter a name in Basic Settings → Name.
5. Specify the order in which the task must be run. This is important if a stream depends on the data in other streams.
6.  Apply.
7. Optionally set other properties and add streams.

Task Properties

For information about the properties toolbar, and about the sections Parent Details, Analysis Models, Description and Audit Summary, see Common Properties.  We recommend you always add a Description that explains the purpose of the item you are creating. 

For a full list of all the PhixFlow property tabs and windows, see Properties, Windows, Menus and Toolbars.

Basic Settings

Field	Description
Name	Enter the name of the task.
Mandatory	Error rendering macro 'excerpt-include' : No link could be created for '_check_box_ticked'.  to specify that this task must succeed before attempting the next task in the task plan. _check_box_untick  Untick  to specify that, even if this task fails, the next task in the task plan can run.
Order	Specify the order that the task will be run in the task plan. For example, if there are a total of 4 tasks in the task plan, and you want this task to run third, enter 3.
Task Type	PhixFlow displays the type of this task, which can be: Analysis Task: runs analysis on selected streams Archive Task: deletes data or saves it to a zip file. Rollback Task: reverses a previous analysis run. System Task: runs system maintenance processes Configuration Export Task: exports a configuration to the download folder; see Using the Download Area and Configuring the Download Area. See Types of Task for details. You select the task type when first add the task. This field is visible after the task is saved for the first time. You cannot change the task type.
Archive All	Available when Task Type is Archive Task. Error rendering macro 'excerpt-include' : No link could be created for '_check_box_ticked'.  to delete or archive data according to a stream's Archive Settings. This applies to all streams that are not listed in any archive task.  Untick to apply this task to one or more streams. Add the streams in the Streams section. To save an archive task, it must: either have this option ticked or have at least one stream.

Streams

This section is only available for analysis tasks and archive tasks. Use this section to specify the streams that the task affects. This section has:

• a toolbar with standard buttons
• a grid that shows the list of streams assigned to the task.

There are different ways to add streams to the list.

• In the section toolbar, click 
  Error rendering macro 'excerpt-include' : No link could be created for '_streams_show'.
  . PhixFlow shows all the streams in the repository. Drag a stream into the grid.
• From a model, hover your mouse pointer over the stream to display the pop-up toolbar. Click  Drag Object and drag it into the grid.
• From a model, double-click on a stream to open its properties. From the stream properties, drag the stream icon from the top left of the properties tab into the grid.

If you add multiple streams to the task, PhixFlow will process the streams in any order when the task runs. Only use this method you are sure there are no dependencies between the streams.

Mandatory Tasks

The tasks are run in the order they are listed in the the task plan.

You can specify that a task is Mandatory. If a mandatory task fails, PhixFlow will not run the following task in the task plan. You must resolve the issue preventing the task from running and then restart the task.