Task Properties in Workflows

Workflows are designed by inserting objects and connecting them to establish automation logic. Objects that are inserted in Workflows are called tasks. While each object has its own definition, you can define specific properties for these tasks that apply only when they are executed as part of that specific Workflow. These task-level settings are stored within the Workflow and do not change the underlying object definition.

Accessing Task Properties

To configure a task, use the Properties pane in the Workflow editor:

1. Right-click a task and select Properties, or select the task and click the Properties button in the toolbar.

2. The pane opens at the bottom of the editor, organized into specialized tabs such as General, Time, Dependencies, etc.

Navigation and Persistence

AWI saves your workspace state to streamline the configuration process:

• Tab memory

  If you switch between different tasks or close the pane, AWI automatically returns to the last tab you visited when you reopen the properties for that Workflow.

• Scroll position

  If you scroll to a specific section within a tab, the system maintains that position when you navigate away and return.

Task Configuration Displayed as Icons in the Task Boxes

The Workflow Editor and Monitor provide immediate visual feedback via dynamic icons displayed directly on the task boxes. This allows you to assess the Workflow's logic and configuration at a glance without opening the Properties pane for every task.

When you configure and save a property for a task, a representative icon appears on the task box. The most common properties represented by icons include: Breakpoint, Rollback, Calendar conditions, Time settings, Time Checkpoint, Dependencies, Pre- and Postconditions

If more properties are set than can be displayed as individual icons, a number (such as +2) appears next to the icons.

Configuration Details in Tooltips

Hovering your mouse over a task box displays a tooltip that lists all properties currently configured for that task.

Note: Certain properties (Variables, PromptSets, Runtime settings, and specific Agent Integration properties such as like FTP or REST) are not displayed as icons on the task box.

Filtering by Properties

The Filter function in the Workflow Editor allows you to search for tasks that share specific property values. This is useful for identifying all tasks using a specific Agent, Status, or those with a specific Breakpoint or Calendar assigned. For more information, see Filtering Tasks in the Workflow Editor.

Zoom and Detail Levels

The Workflow Editor uses a dynamic Level of Detail (LoD) behavior. As you zoom out, task boxes transition from full detail cards to simplified shapes to maintain a clear overview of the logic. The "Full Card" view is optimized to remain visible across a wide zoom range, ensuring that property icons and task names stay legible while you navigate large processes. For more information, see Zooming in the Workflow Editor/Monitor.

Navigation

When you open one of the tabs in the Properties pane, the Automic Web Interface system stores this information. If you close the pane, select a different task in the Workflow or interact with the Workflow in any way, and then come back to the properties of that task, the Properties pane opens to the tab that you last visited.

The same applies to the scroll position within a tab. If you scroll down to enter or select data in any of the sections of a tab, this information is also stored. If you leave the tab and come back later, it opens to that position.