Create and manage job activities

License:

This functionality requires a license for the ArcGIS Workflow Manager Server Advanced role.

The ArcGIS Workflow Manager Server Advanced role allows you to create job activities that perform specific actions, such as sending an email, when specific job activities are performed.

Note:

You must configure email settings for ArcGIS Workflow Manager before the Send Email Notifications action can be used to send email notifications.

Create job activities

Complete these steps to create job activities:

1. Access the Workflow Manager web app.
2. Click the Design tab.

   The Design page appears.

   Note:

   The Design tab won't appear if you don’t have sufficient privileges.

3. Click the Job Templates button .

   The Job Templates panel appears.

4. Click the job template for which you want to create job activities.

   The job template appears in the panel.

5. Click the Automated Actions tab.

   If you don't have a license for the ArcGIS Workflow Manager Server Advanced role or sufficient privileges, you won't be able to configure automated actions.

6. In the Job Activities section, click Add Actvity.

   A new activity is added to the Job Activities section.

7. Click the Type drop-down arrow and choose the job activity that you want to associate with the action.
   • Add Comment—Performs the chosen action when a comment is added to a job
   • Assign Job—Performs the chosen action when a job is assigned to another user
   • Close Job—Performs the chosen action when a job is closed
   • Create Job—Performs the chosen action when a job is created
   • Delete Job—Performs the chosen action when a job is deleted
   • Set Current Step—Performs the chosen action when a job's workflow is rerouted
8. Click the Action drop-down arrow and choose the action to perform.
9. Click the Template drop-down arrow and choose the email template you want to use.

   Learn more about email templates

10. Optionally, repeat steps 6 through 9 to add more activities.
11. Click Save to save the job template.

Edit job activities

Complete these steps to edit job activities:

1. Access the Workflow Manager web app.
2. Click the Design tab.

   The Design page appears.

   Note:

   The Design tab won't appear if you don’t have sufficient privileges.

3. Click the Job Templates button .

   The Job Templates panel appears.

4. Click the job template that contains the job activities you want to edit.

   The job template appears in the right panel.

5. Click the Automated Actions tab.

   If you don't have a license for the ArcGIS Workflow Manager Server Advanced role or sufficient privileges, you won't be able to configure automated actions.

6. Update job activities in the Job Activities section as necessary.
7. Click Save to save the job template.

Delete job activities

Complete these steps to delete job activities:

1. Access the Workflow Manager web app.
2. Click the Design tab.

   The Design page appears.

   Note:

   The Design tab won't appear if you don’t have sufficient privileges.

3. Click the Job Templates button .

   The Job Templates panel appears.

4. Click the job template that contains the job activities you want to delete.

   The job template appears in the panel.

5. Click the Automated Actions tab.

   If you don't have a license for the ArcGIS Workflow Manager Server Advanced role or sufficient privileges, you won't be able to configure automated actions.

6. In the Job Activities section, hover over the activity you want to delete and click the Delete Activity button .

   The activity is deleted from the Job Activities section.

7. Optionally, repeat step 6 to delete additional activities.
8. Click Save to save the job template.