How to Create a Workflow

Workflows allow users to use customizable logic to execute complex actions. They are an easy way to manipulate data in real time. Data is used to drive actions (e.g. generating a report, archiving an historical table, etc.) under certain conditions. Click Here for directions on how to create a Workflow Folder.

 

To Create a Workflow:

  1. Open the Workbench and expand the Actions node in the Project Explorer. Right-click the Workflows node and then click on Add New Workflow, as shown below.

New Workflow from Project Explorer

 

-OR-

 

Select the Workflows node then click on the New Workflow button (shown below) in the Edit Section of the Home ribbon.

 

New Workflow Button

  1. This opens the New Workflow properties in the Workbench, shown below.

New Workflow Properties

 

Enter a name for this workflow in the Workflow Name text entry field.

 

The New Workflow Properties include the Workflow Diagram tab and the Notifications and General Settings tab.

Workflow Diagram Tab

Diagram Editor

The Diagram Editor, when first opened, will display a Start Action. This is the starting activity of the Workflow. It cannot be deleted and is a unique element within the Workflow.

 

You can expand the Diagram Editor window in order to provide more room to create your Workflow Diagram. You can also use the following tools from the toolbar that first appears by default:

 

Snaps the item to the grid.

Turns the diagram legend information On or Off.

Displays or hides the Activity Library.

Recenters the current Diagram within the editor window.

Zooms (magnifies) the current Diagram within the editor window.

Unzooms (demagnifies) the current Diagram within the editor window.

Activity Library

The Activity Library allows you to drag listed elements into the Diagram Editor. Each Activity brings up its own set of properties that appear to the right of the Diagram Editor when the Activity has been added.

 

Activities in the Activity Library include:

You can select from the following items and set (or read) each Activity's individual properties:

Start

Start Activity

 

The Start activity is the starting activity of the workflow. It cannot be deleted and is unique in the whole workflow.

 

The Start activity has the following settings:

 

General Settings

Return to Top of Activity Library List

End

End Activity

 

The End activity returns a pre-defined result (Success or Failure) when it is executed.

 

The End activity has the following settings:

 

General Settings

Other Settings

Return to Top of Activity Library List

Real Time Input

Real Time Input Activity

 

The Real Time Input activity reads the data from a Real Time Data source, converts it into a stream and provides it to the next block. It eventually applies an expression filter to the Real Time Data stream.

 

The Real Time Input activity has the following settings:

 

General Settings

Data Sources

Timeout Settings

Data Schema

Data Filter

Retry Settings

Return to Top of Activity Library List

Historical Input

Historical Input Activity

 

The Historical Input activity reads the data from a Historical Data source, converts it into a stream, and provides it to the next block. It eventually applies an expression filter to the Historical Data stream.

 

The Historical Input activity contains the following settings:

 

General Settings

Data Source

Historical Data Settings

Data Schema

Data Filter

Retry Settings

Return to Top of Activity Library List

Historical Alarms Input

Historical Alarms Input Activity

 

The Historical Alarms Input activity reads the data from an Historical Alarms source, converts it into a stream and provides it to the next block. It eventually applies an expression filter to the Historical Alarms stream.

 

The Historical Alarms Input activity has the following settings:

 

General Settings

Data Source

Historical Data Settings

Data Schema

Data Filter

Retry Settings

Return to Top of Activity Library List

Data Set Reader

Data Set Reader Activity

 

The Data Set Reader activity reads the data from a DataSet source, converts it as a stream and provides it to the next block. It eventually applies an expression filter to the DataSet stream.

 

The Data Set Reader activity has the following settings:

 

General Settings

Data Source

Input Parameters

Output Parameters

Data Schema

Data Filter

Retry Settings

Return to Top of Activity Library List

Real Time Output

Real Time Output Activity

 

The Real Time Output activity writes the stream into a Real Time Data Tag.

 

The Real Time Output activity contains the following settings:

 

General Settings

Data Sources

Other Settings

Data Schema

Data Filter

Retry Settings

Return to Top of Activity Library List

Condition

Condition Activity

 

The Condition activity evaluates the expression and, depending on the expression, redirects the workflow.

 

The Condition activity has the following settings:

 

General Settings

Other Settings

Retry Settings

Return to Top of Activity Library List

Delay

Delay Activity

 

The Delay activity adds a delay to workflow execution.

 

The Delay activity has the following settings:

 

General Settings

Other Settings

Retry Settings

Return to Top of Activity Library List

NT Event Output

NT Event Output Activity

 

The NT Event Output activity writes an error, warning, information, success audit, or failure audit with the given message text to the event log, using the specified registered event source.

 

The NT Event Output activity has the following settings:

 

General Settings

Other Settings

/T - current workflow name

/B - activity in which last error occurred

/E - last error

/L - last executed activity name

/C - current activity name

/D - current activity description

Retry Settings

Return to Top of Activity Library List

GenEvent Output

GenEvent Output Activity

 

The GenEvent Output activity writes a message to the GenEvent Server.

 

The GenEvent Output activity has the following settings:

 

General Settings

Other Settings

/T - current workflow name

/B - activity in which last error occurred

/E - last error

/L - last executed activity name

/C - current activity name

/D - current activity description

Retry Settings

Return to Top of Activity Library List

Notifications and General Settings

The next tab in the Workflow Properties is the Notifications and General Settings tab, shown below.

 

Notifications and General Settings Properties

 

General Settings

Workflow Event Notifications

Parameters

The next tab in the Workflow Properties is the Parameters tab, shown below.

 

Parameters Properties

 

Configure the list of parameters available in the workflow

 

Click on the '+ Click here to add new item' link to add a new parameter. You will then be able to set the parameter's Name, Display Name, Description, Type and Default Value within each column in that row.

  1. Click on Apply to save your changes and then on Close to return to the Workbench. Your new Workflow will then be added to the Project Explorer beneath the Workflow node or within a pre-existing Workflow Folder.

See Also:

About Workflow

Create a Worfklow Folder