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. Navigate to the Project tab and select the project where you want to create a new task. You will be redirected to the Automation tab.

Create a New Task

1. Access the Task Menu: In the Automation tab, click Create 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 and click Enter.

By default the created task is automated and assigned to the Integration Bot. The Automation tab is the dedicated command center for every automated workflow in a project. The Task tab focuses on activities that you or another user triggers manually while the Automation tab curates only those tasks that are automated.

All the automated workflow in a project are listed under the Automation tab which curates only those tasks that are automated. Click here to know more about the Automation tab

1. Select Agent: To assign a task to a specific user manually, navigate to the Task tab, click on the current agent Integration Bot and a dropdown will appear. Select the user that you wish to assign the task. The selected user will then be responsible for executing and managing the task.

Configure the Task Workflow

1. Click Configure: After assigning the task, click Configure. You will be redirected to the Flow Builder.

2. Add Flows and Components: In the Flow Builder, 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.

Task Workflow

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.

Related Content

• DBSync Cloud Workflow Overview: Explore the capabilities and features of the Cloud Workflow platform.

• LinkedIn Announcement: Stay updated on new features and integrations by following DBSync on LinkedIn.