Creating Tasks

Tasks are the primary objects in AutoMate BPA Server. A task is composed of a series of steps, based on over 230 BPA Server actions. You can build a task to automate almost any business process. Tasks can perform file transfers, batch data processing, application testing, GUI automation and much more. A task can be composed of a single step or hundreds of steps. Tasks can be started by a user or set to run automatically when started by some event or when a condition is met. An unlimited number of tasks may be created and organized on a single AutoMate BPA Server installation.

Basic steps of creating a task:

There are several ways to create a task, which involve accessing the Task Builder, an intuitive development interface used to visually assemble and test the actions that a task should carry out when it is executed (either manually or automatically by an event or condition). What is unique about the Task Builder is that it enables sophisticated automation development without requiring programming expertise. Task steps are created by visually dragging-and-dropping AutoMate Actions from an actions palette and placing them in the sequence desired for execution, eliminating the need to write code or create batch files.

Whenever an action is selected, a dialog appears displaying that action’s properties. Depending on the action being chosen, certain parameters must be entered with valid data in order to properly add the action to the Steps pane. After the action’s properties are set and the proper parameters assigned, the action then becomes a step and its settings are then displayed in the Task Builder's Steps pane.

To create a new task from the Workflow Designer:

  1. Drag the task icon from the Available Objects pane of the WFD to the workspace or double-click the task icon to add a new task to the workspace. A new task named "Unbuilt Task" is added to the workspace.

  2. Rename the task by clicking the provided default name and entering the desired name for the task.

  3. Select the agent that the task should run on (provided under the task name).

  4. Double-click the task or right-click the task and select Edit. The Task Builder window appears.

  5. Drag and drop the available actions on the left side of the Task Builder to the right side. See About Actions for more information.

  6. To test the task, see Testing Tasks and Debugging Tasks Overview.

  7. Click the Update and Close button to save changes and close the Task Builder window.

To create a new task from the Server Management Console:

  1. Navigate to the Repository section.

  2. Select the Tasks folder

  3. Click the New button located in the toolbar. A new task named "Unbuilt Task" is added to the workspace.

  4. Rename the task by clicking the provided default name and entering the desired name for the task.

  5. Select the new task and click the Edit button or right click the task and select Edit from the right-click menu to access the Task Builder.

  6. rag and drop the available actions on the left side of the Task Builder to the right side. See About Actions for more information.

  7. To test the task, see Testing Tasks and Debugging Tasks Overview.

  8. Click the Update and Close button to save changes and close the Task Builder window.

See Also

Editing a task

Task Builder Quick Tour

Building a Workflow