Adding Task Steps

Task steps (built from AutoMate actions) are the core of a task. They define the "work" the task will perform. When creating a managed task, the Task Administrator is used to initially create and name a new task. Actions can then be added to this new task from the Task Builder. If creating an external task, you can directly open the Task Builder (see Creating an External Task).

Once in the Task Builder, task construction can start by dragging the desired action from the Available Actions pane onto the Steps pane (as shown below). Doing so will open a properties dialog box for that action where parameters and specifications can be defined. Each type of action has its own set of properties. Specific actions may contain multiple activities to select from. Choosing the desired activity will populate the dialog with the proper properties and settings of that activity.

Along with properties exclusive to each action, there are default properties that are included in all actions separated by the following tabs.

 To add steps to a task:

  1. In the Available Actions pane of the Task Builder window, find the action/activity you want to add. You can find an action by clicking the plus signs (+) on any of the categorized folders, or by entering the name of the action or activity in the Search for action box at the top of the pane. When you use the Search for action box, the actions list is filtered as you type to include only those actions/activities that contain a match for the entered text (See Finding Actions for more details).

  2. Drag the action into the right pane or simply double-click the action. The properties dialog box for that action opens. If the action contains multiple activities, select the desired activity from the drop-down menu.

  3. Enter the properties for the task step and click OK. (For further information, see Available Actions and follow the link for the specific action you are entering.)

  4. Repeat this process to add each additional step in sequence.

  5. If you want to enter comments for a step, select the step you want to comment, click the Add Comment button and type the comment. (Comments are displayed in green in the Steps pane. They are ignored at runtime.)

  6. If you need to change the sequence of the steps, select the step you want to move and use the arrow buttons on the toolbar to move it up or down.

  7. If you need to delete a step, right-click it, and select Delete.

  8. When you are finished adding steps, click Run to test the task. For information on debugging tasks, see Debugging Tools & Techniques.

  9. When you are finished, click Save and then click the close box to close the task.

See Also

About Actions

Editing Task Steps

Testing Tasks

Copying and Importing Task Steps

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