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Introduction

The project pane's Workflows tab is one of two tabs accessible in the project pane. (The other tab is the Components tab.)

The Workflows tab displays a hierarchically organized tree view of an open project's workflows, operations, and other components referenced within each operation.

Hierarchical Tree

In a project, workflows are at the highest hierarchical level, followed by operations, and then by other components used as steps within an operation (made up of activities, transformations, or scripts).

This structure is represented in an open project's Workflows tab, where workflows appear at the top with a workflow icon  to the left of the workflow. Workflows are expandable to reveal operations indented below each workflow. Operations are expandable to reveal the components referenced as steps within each operation. Both workflows and operations are auto-assigned numbers to represent their position in the tree.

When each workflow and operation is expanded, all workflows, operations, and operation steps are displayed:

Searching

To search within the Workflows tab, use the search box to enter a single keyword or keyword string. The keyword string, if found, becomes bold (if not already) and purple within the name of the component:

To clear the search, click the remove icon .

Expanding and Selecting Items

To expand or collapse workflows or operations, click the disclosure triangles   next to the workflow or operation.

As you work on projects, Cloud Studio remembers the display states that a given user was last using for a given project, including whether the items in the project pane are expanded or collapsed.

Click a workflow to select it and open it on the design canvas. A selected workflow is displayed with a purple name and background:

When a workflow is expanded, click an operation within the workflow to select it and auto-scroll to it on the design canvas. A selected operation is displayed with a gray background. The workflow remains selected, as the operation is in the workflow:

When an operation is expanded, click an operation step within the operation to select it and auto-scroll to it on the design canvas. A selected operation is displayed with a gray background. The workflow remains selected, as the operation is in the workflow:

Viewing Validity Errors

When using the Highlight Invalid Items option on the design canvas, the names of invalid workflows, operations, and other components appear in italics and the color red.

If the workflow or component is implicitly invalid, an error icon  is also displayed:

You can view the validation errors associated with invalid workflows and components as described in Workflow ValidityOperation Validity, and Component Validity

Actions Menus

To open a menu of actions to take on each workflow or component, do one of these:

  • Right-click the item.
  • Hover over the item, and then click the actions menu icon .

The actions available in each menu depend on the context and vary according to the item.

Workflow Actions Menu

The workflow actions menu includes these actions:

  • Deploy: Deploys the workflow and any components it is dependent on (see Workflow Deployment).
  • Configurable Deploy: Opens the deployment screen, where you can select project components to deploy (see Workflow Deployment).
  • Rename: Positions the cursor on the workflow name for you to make edits.
  • View Dependencies: Changes the view in the project pane to display any other parts of the project that the specific workflow is dependent on (see Workflow Dependencies and Deletion).
  • View Logs: Opens the operation log screen, which includes logs for any operations contained in the workflow that have been deployed and executed, as well as any operations linked from the workflow that have been deployed and executed (see Operation Logs).
  • Delete: Permanently deletes the workflow (see Workflow Dependencies and Deletion).

Component Actions Menu

Some actions are available only on certain types of components, as detailed below. The images below display actions menus for an operation (left image) and for an activity (right image):

Operation Actions Menu

Activity Actions Menu


  • View/Edit: Opens the configuration screen for an activity, transformation, or script. For details on configuration, refer to the respective component under ConnectorsTransformations, or Scripts.
  • Settings: Opens the operation settings, containing three tabs:
    • Schedules: Create and apply schedules to automatically run operations (see Operation Schedules).
    • Actions: Configure actions to take on success or failure of the operation (see Operation Actions).
    • Options: Set options such as when the operation will time out, what to log and the timeframe for logging, when the operation will run, or whether to use chunking (see Operation Options).
    The Settings menu item is available only in operation actions menus.
  • Cut: Places a copy of the component on your clipboard and deletes the original component from the project (see Component Reuse).
  • Copy: Places a copy of the component on your clipboard (see Component Reuse).
  • Deploy: Shows these menu actions:
    • Deploy: Deploys the component and any components it is dependent on (see Component Deployment).
    • Run: Runs an already-deployed operation and any downstream (linked) operations (see Operation Deployment and Execution). This action is available only on operations.
    • Deploy and Run: Deploys and runs the operation and any downstream (linked) operations (see Operation Deployment and Execution). This action is available only on operations.
    • Configurable Deploy: Opens the deployment screen, where you can select components to deploy (see Component Deployment).
  • View Logs: Opens the operation log screen, which includes logs for this operation and any child operations that have been deployed and executed (see Operation Logs). This action is available only on operations.
  • Rename: Positions the cursor on the component name for you to make any edits as necessary.
  • View Dependencies: Changes the view in the project pane to display any other parts of the project that the specific component is dependent on (see Component Dependencies, Deletion, and Removal).
  • Delete: Permanently deletes the component (see Component Dependencies, Deletion, and Removal).
  • Remove: Removes references to the component from the design canvas (see Component Dependencies, Deletion, and Removal).

Reordering Workflows and Operations

Workflows and operations can be reordered by dragging and dropping them in the project tree.

Reordering Workflows

To reorder workflows, drag a workflow to another location in the project tree:

This action has a cascading effect of renumbering both the workflows and the operations contained within each workflow.

Reordering Operations

To reorder operations, drag an operation name to another location within or between workflows in the project tree:

This action has a cascading effect of renumbering the operations above or below it in the tree.

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