Task
Create a Process and embed Workflows
Last updated
Create a Process and embed Workflows
Last updated
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.
Open a Desired Project
Login to DBSync Cloud Workflow
Navigate to the DBSync website and log in with your credentials.
From the dashboard, select the project where you want to create a new task.
Access the Task Menu: Click on the dropdown next to Task in the project menu.
Select Create: Choose the Create option from the dropdown menu to initiate the task creation process.
Enter Task Name: Provide a unique name for your task that clearly describes its purpose.
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.
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.
Manual Tasks: If you prefer to maintain manual tasks, choose the appropriate option that allows for manual execution.
Click Configure: After assigning the task, click on the 'Configure' button. You will be redirected to the Flow screen.
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.
Define Triggers: If your task should be initiated based on specific events or schedules, set up the appropriate triggers.
Add Conditions: Implement any conditional logic that determines when the task should execute based on specific criteria.
Click the Run Icon: Once you have configured all necessary components and settings, click the Run icon to execute the task immediately.
Save the Task: Ensure that you save your task configuration so that it can be reused and scheduled for future executions.
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.
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.
Creating Custom Workflows: Learn how to develop custom workflows using the DBSync Flow Builder.
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.
