Run and monitor your workflow

Your first workflow - Stage 5 of 5

Create a job, validate a manual run, and decide when to enable a schedule.

Before you begin, complete Create and test a change.

Group the operation into a job

1. In Output > Jobs, select Add, enter a job name, and select Add.
2. Add an item in Job Configuration.
3. Choose crud for the mapping operation and select your mapping.
4. Set a threshold appropriate for your selected population.
5. Save the job.

Review Create a job for job item settings and threshold behavior.

Configure a sync task

1. In Scheduler > Overview, select Add.
2. Choose sync, enter a name, and save.
3. In Collect, add the systems that must be refreshed before the job runs.
4. In Execute, add your job.
5. Review the Stop on Error options and save.

Follow Create a sync task. Leave recurring scheduling unconfigured until you have validated a manual run.

Run and inspect the result

1. Confirm the filter still selects only the approved population and review the expected changes.
2. Follow Run a task manually.
3. Review the latest task result and latest job result.
4. Verify the resulting changes in the target system.
5. Investigate unexpected changes or errors before repeating the run.

A manual sync task can execute all pending operations included in its jobs; it is not limited to the single record tested on the previous page.

Decide when to automate

1. Confirm the manual result matches your intended behavior.
2. Choose how often source changes should reach the target.
3. Configure a scheduled run when the workflow is ready.
4. Decide who will review results and respond to failures. Use events when you need notifications.

Workflow complete: You have a validated job and task, know where to find their results, and have an agreed schedule and monitoring owner.

Step 1 of 4

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