Creating a workflow

Workflows consist of one or more tasks and steps. Workflows can either be scheduled or run manually. All tasks in a workflow step are executed in parallel. This means that you cannot execute the same type of task more than once in a single step.

For example, if you had a table loading sequence that needed to obey a sequential order, you would place the extract task for the table that needs to load first in Step 1. Then you would add the next extract task in Step 2. This restriction is applied at the space level, so you could have multiple extract tasks in the same step, but those extract tasks must be applied to different spaces.

  1. Navigate to Orchestration,
  2. Click the + icon to create a new workflow.
  3. Click Add a Task and then select your task type.
    Task TypeExplanation
    Copy SpaceCopies the information from an existing Source Space to an existing Target Space. For more information on copy settings, see copySpace.
    Delete All Processed DataDeletes all previously published data in the space.
    Delete Last Processed DataDeletes the published data in a space from the last time the 'Publish Data' task was run.
    ExtractPulls data from a connection within a selected space with the option of selecting specific Extraction Groups. For more information, see Creating Extract Groups.
    Note: You can create modeling changes but creating external connection and data extracts in usage tracking spaces is not allowed.
    Import PackageImports a selected package to a target space.
    Preserve VariablePrevents other space operations from overwriting or removing specified variables. These variables can be restored using the Restore Variable task.
    PublishProcesses the Publishing Groups for a specified space. For more information on publishing groups, seePublishing Groups .
    Repoint PackagesWhen you copy a child space and its packages, the packages in the child space will point to original parent space that the packages originated from. If you want the packages in the new copied child space to point to a different space, for example a copy of the parent space, you will need to use the Repoint Packages task type to change where the packages in the copied child space point to.
    Restore VariableRestores the structure and value of variables preserved using the Preserve Variable task type.
    Set VariableSets the value of a variable for a space. For more information on variables, see Manage Variables.
    Swap SpaceSwaps the information from an existing Source Space with an existing Target Space.
    Usage TrackingOnly available for Usage Tracking Space. This command extracts usage data or Spaces Overview data.
    Note: After a Usage Tracking task, the usage tracking space must be published using the Publish Task.
  4. After selecting the task type, enter the space and any other related options for the task and then click Done. Note: The user interface does not allow for illegal characters, such as double quotes, in the Options field. Double quotes can be used in the command line prompt but results in an error message in the user interface.
  5. If you click Add a Task, you can create another task to carry out in the step. All tasks in a workflow step are executed in parallel, so this means that you cannot execute the same type of task more than once in a single step.
  6. To add a new step in the workflow, click Add a new step.
  7. To modify the order of the steps, use the up and down arrows.
  8. After adding your steps and tasks, click Save.