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Task

Create a Process and embed Workflows

How to Use the "Task" in DBSync Cloud Workflow?

Introduction

In DBSync Cloud Workflow, a Task represents a process that consists of a collection of workflows. These tasks can be scheduled to run at regular intervals, allowing for automated integrations that help streamline data management. This guide outlines the steps to create and manage tasks within the DBSync platform.

Steps to Use the Task Action

  1. Open a Desired Project

  2. Login to DBSync Cloud Workflow

  3. Navigate to the DBSync website and log in with your credentials.

  4. From the dashboard, select the project where you want to create a new task.

Create a New Task

  1. Access the Task Menu: Click on the dropdown next to Task in the project menu.

  2. Select Create: Choose the Create option from the dropdown menu to initiate the task creation process.

Configure Task Details

  1. Enter Task Name: Provide a unique name for your task that clearly describes its purpose.

  2. Select Agent: Click on Select Agent to choose an agent for the task. This agent will handle the execution of the task. If you are creating an automated workflow, select Assign to Bot.

Define Task Type

  1. Assign to Bot: If you are creating an automated task, select Assign to Bot. This will allow the task to run automatically based on the defined schedule or triggers.

  2. Manual Tasks: If you prefer to maintain manual tasks, choose the appropriate option that allows for manual execution.

Configure the Task Workflow

  1. Click Configure: After assigning the task, click on the 'Configure' button. You will be redirected to the Flow screen.

  2. Add Flows and Components: In the Flow screen, you can add various components such as flows, queries, and variables to create your task. Use the drag-and-drop interface to arrange these components as needed.

Set Up Triggers and Conditions (Optional)

  1. Define Triggers: If your task should be initiated based on specific events or schedules, set up the appropriate triggers.

  2. Add Conditions: Implement any conditional logic that determines when the task should execute based on specific criteria.

Save and Run the Task

  1. Click the Run Icon: Once you have configured all necessary components and settings, click the Run icon to execute the task immediately.

  2. Save the Task: Ensure that you save your task configuration so that it can be reused and scheduled for future executions.

Monitor Task Execution

  1. Review Logs: After running the task, check the logs to monitor its execution and ensure that it completed successfully. Look for any errors or warnings that may need addressing.

  2. Modify as Needed: If you encounter issues or need to make adjustments, return to the task configuration to modify the settings or components.

PRO TIP

Regularly monitor the execution logs of your tasks to catch and resolve errors early, ensuring that your workflows run smoothly without interruptions.

Frequently Asked Questions (FAQ)

1. How do I reconnect a disconnected task?

If a task becomes disconnected, navigate to the task configuration, and reassign the appropriate agent or bot. Ensure all connections and settings are correctly configured before saving and running the task again.

2. Can I schedule tasks to run at specific intervals?

Yes, you can schedule tasks to run at specific intervals by defining triggers and schedules within the task configuration. This allows for automated execution based on your defined criteria.

3. How can I monitor the execution of my tasks?

You can monitor task execution through the logs available in the DBSync Cloud Workflow interface. These logs provide detailed information on the execution status, errors, and warnings.

4. What should I do if a task fails to execute?

If a task fails to execute, review the logs to identify the error. Modify the task configuration as needed to address the issue and re-run the task. Regular testing and monitoring help prevent execution failures.

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