How to Use Transitions and Task States on the Canvas
  • 03 May 2024
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How to Use Transitions and Task States on the Canvas

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Article summary

In a workflow, transitions connect tasks to each other and control the order of task execution. A transition has two properties that affect its behavior:

  • A binding value, which corresponds to a possible finish state of its leading task.
  • A direction, which determines whether workflow execution should be moved forward or backward.

By using these two properties, transitions can define multiple conditional execution paths for a workflow.

Task Finish States

When a task is finished executing, it is assigned one of the following finish states.

Finish State Description
Success Indicates the task executed without error or matched an evaluation expression.
Error Indicates the task encountered errors during its execution.
Failure Indicates the task failed to match an evaluation expression or returned as undefined. This is seen when using the evaluation and query tasks, respectively.
Finish States for Actionable Tasks

The above table assumes that automatic tasks are used. When using Actionable Tasks, finish states are determined and set manually by the IAP user.

Transition Binding Values

The binding value of a transition corresponds to one of the finish states. As such, transitions are often referred to as success, error, or failure transitions. You can determine the binding value of a transition by its color:

  • Success transitions are green.
  • Error transitions are red.
  • Failure transitions are purple.

After a task has been assigned a finish state, the workflow will proceed by following any transitions from that task that have a matching binding value.

Example - Determining Which Transition Is Used

The workflow displayed in Figure 1 uses the stringConcat task to combine two strings together. If the stringConcat task does not encounter any errors in its execution, the workflow proceeds to the evaluation task. If the combined strings match the expressions defined in the evaluation task, the workflow proceeds to the End task using the success transition. Otherwise, the workflow proceeds to the runShellCommand task using the failure transition.

Figure 1: Transition Paths

01_transition_paths_23.1


Transition Direction

The second defining property of a transition is its direction. A transition may have one of the following directions as defined in the table below.

Direction Description
Standard The transition moves workflow execution forward toward the End task.
Revert The transition moves workflow execution backward to a revert point. All previously completed tasks from the revert point forward (including the revert point itself) are reset. The workflow will then continue execution from the revert point.

The direction of a transition is determined by the type of line it is drawn with:

  • Standard transitions are drawn with a solid line.
  • Revert transitions are drawn with a dashed line.

Example - Behavior of Standard and Revert Transitions

The workflow displayed in Figure 2 uses the getTime task to get the current time. If the getTime task does not encounter any errors in its execution, the workflow is advanced forward to the ViewData task using a standard success transition. Because the ViewData task is an actionable task, the IAP user will view the results of the getTime task. If needed, the user can re-execute the workflow by following the revert failure transition of the ViewData task. The getTime task will be re-run, and the workflow will proceed as normal.

Figure 2: Transition Directions

02_transition_directions_23.1


Adding Transitions to an Automation

To create a transition between two tasks:

  1. Click the task you want to transition from. The task is highlighted with a dashed border.

    Figure 3: Highlighted Task

    03_transition_hovering_near_task_23.1


  2. Click within the dashed border and begin dragging toward the destination task. Transition direction is determined automatically; a transition is standard unless you are dragging to a previous point in the workflow.

  3. While dragging, assign a binding value to the transition by pressing one of the following:

    • S for success
    • E for error
    • F for failure
  4. When the transition snaps to the destination task, release the mouse button.

    Figure 4: Adding a Transition

    04_transition_dragging_23.1


Changing a Binding Value

To change the binding value of an existing transition:

  1. Click the transition. The transition becomes bold.
  2. Assign a new binding value to the transition by pressing one of the following:
    • S for success
    • E for error
    • F for failure

Alternatively, right-click the transition and select a binding value from the context menu that appears.

New Canvas Task Status Symbols

Task status symbols on the new workflow canvas are used by Operations Manager to track task status in a job instance. This table lists all the icons used in the New Canvas interface to indicate the status of a task.

Task Status Symbol Icon Meaning
Green Check Mark Green Check mark Task completed successfully.
Red Exclamation Mark Red Exclamation Mark Task has errored.
Blue Circular Arrows Blue Circular Arrows Task is currently running (manual task).

See also:


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