After creating a flowchart task schema, users with appropriate permissions can create and execute flowchart tasks groups in the Workflows application. This article explains:

To create flowchart task groups, visit Creating task groups.

Getting started

Before executing a task, ensure you have Write permissions in the folder or project the flowchart task group is associated with.

Flowchart visualization

Flowchart task groups open automatically after creation. They are identical to regular task groups, except for the flowchart visualization that displays on the right side. This view displays each node, or step, in the flowchart so you can quickly determine the status of the overall workflow.

In the image below, data entered into the flowchart task table is already mapped to the second node in the flowchart, which is also the first user-configured task schema in line. An empty circle icon on the second node of the flowchart view indicates there is a pending task in this task group.

Execute a flowchart workflow

You can execute tasks in a workflow in the flowchart visualization or independently in the Workflows dashboard. Accessing tasks in the dashboard enables you to assign different tasks to different users or teams and enables users to complete them asynchronously.

To execute a flowchart workflow in the visualization:

  1. Click the second node of the flowchart to open the first executable task group.

  2. Execute pending tasks in the task group. This automatically sends the output data to the next node, based on the task schema’s mapping.

    • The task must have a Completed status; a failed task’s progress through the flowchart will be halted and no data is mapped downstream.

  3. Using this information, execute all tasks within the task groups. The output node populates with mapped data after at least one task from the final task group is executed and completed.

    • Clicking on the Output node returns you to the task group’s page, where you can view all completed tasks in the flowchart and their associated outputs.

    • The flowchart visualization displays all task statuses within each node.

Related topics

Configuring task schemas

Configuring flowchart task schemas

Creating task groups

Workflows basics

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