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Building and Configuring Workflows
Schedules
Schedules
Schedules are used to run a workflow when an event occurs and provide more configuration options for specific workflows. However, they are created and executed separately from workflows.
Expiration in Schedules
You can set an expiration date and/or time for workflow tasks, subprocess task steps, and scheduled tasks.

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Building and Configuring Workflows
- Workflow Design Basics
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- Schedules
  - Schedules
    Schedules are used to run a workflow when an event occurs and provide more configuration options for specific workflows. However, they are created and executed separately from workflows.
    - User Interface Attributes for Schedules
      The Overview tab provides general information about the currently selected schedule.
    - Start Task Filter for Schedules
      By setting the Start Task Filter, you limit a user's ability to start a particular task in the Task List during run time. This feature allows you to filter based on the same criteria as task step assignments. Location (computer or equipment) and/or personnel (user or personnel class) control the tasks that can be started by an operator based on credentials and the computer being used.
    - Event Sources
      Event sources are data items that you can subscribe to.
    - Workflow Event Source Properties
      Event sources are data items that you can subscribe to when you configure a workflow schedule. You use event sources to define when the selected workflow schedule is triggered
    - Schedule Overrides During Run Time
      The Task Details tab allow you to input more schedule information related to the attached workflow task or subprocess task step.
    - Schedule Parameters
      The parameters available in Workflow Schedules are the preconfigured input parameters or data items of the selected workflow. If the selected workflow has no parameters, no information displays on this tab.
    - Override Workflow Priorities and Subprocess Names
      The Details area is where you can set or override the task priority for the workflow selected in the Task/Task Steps list. You can also rename the display name for this workflow's subprocesses.
    - Work Instructions in Schedules
      The Work Instructions area is where you can override the previously configured instructions for the task/task step.
    - Linked Documents in Schedules
    - Assignments in Schedules
      The Assignments area is where you can override the previously configured location/personnel assignments for workflow tasks or subprocess task steps, depending on the requirements of the schedule. These task/tasks steps can be sent to an assigned computer or operator at that station to complete.
    - Expiration in Schedules
      You can set an expiration date and/or time for workflow tasks, subprocess task steps, and scheduled tasks.
      - Override an expiration for a schedule
        You can override an expiration date and/or time for workflow tasks and/or subprocess task steps when a workflow is running.
    - Tracking Data in Schedules
      The Tracking Configuration tab allows you to track subprocess or workflow level data and local variables while a workflow is running.
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Best Practices

Expiration in Schedules

You can set an expiration date and/or time for workflow tasks, subprocess task steps, and scheduled tasks.

An expiration is a visual indication about how much time is available to perform a workflow task (or a subprocess task step). Expirations determine the duration of a task or task step when a workflow or a subprocess is in a run-time state.

In a workflow instance, if a task or task step expires, you can still complete it. The entire process is not lost; however, the task or task step is logged as having timed out, and the workflow state changes and initiates an event that you can hook into. This event can also be used as a means of escalation. If required, you can then run the task or task step again. A running task is not interrupted if a task expires.

Example

During the execution of a task, one of the task steps expires because of an equipment maintenance issue. The task supervisor can, during the execution of the subsequent task steps, go back and complete or restart the expired task step when the employee and equipment are available to complete the task step.

Attribute	Value	Description
Original Task/Task Step Expiration	System-defined	Displays the original expiration type and time configurations for the selected task or task step.
Override	N/A	Select this check box to update the schedule.

Expiration Options

Note: The Absolute and Relative expiration types allow you to build an expression or perform a bind.

Action	Value	Description
None	System-defined; Default selection	No expiration is set for the selected item.
Absolute	User-defined	Select this option to define an exact date and time when this item expires. In the Duration field, select a date and time.
Relative	User-defined	Select this option to provide a countdown timer to indicate how long this item has to complete. In the Duration field, you can set the number of days, hours, minutes, or seconds for this item to expire. Tip: Insert a condition event to: provide the completion countdown, or ensure a condition is met to expire this item.
Relative: Condition Event	User-defined	Select this check box to configure a condition event for the item's relative time. Click the Configure Event link to configure the conditional event. For information, see Condition Events.