A Workflow owner can create and add machine tasks to Workflow templates. Machine tasks correspond to actions in worksheets or boards, and are carried out automatically by Anaplan.
You must Create a template, or Edit template, in the Workflows section of the Workflow screen.
To select an action in the Workflow Builder, a model builder must first create the action in a model.
Note: This type of task must be part of a template or its running workflow. It cannot be created as an individual task.
To create a decision task:
- In the Workflow builder screen, select the Add a machine task option.
- In the right-hand configuration panel, enter a Task title and Instructions. The instructions are descriptive of the action that is automatically carried out by the system.
- In the Select Action section, select in order:
- An Action type — these are standard model actions, such as import, export, and data write.
- A Workspace — the workspace that contains the model and its actions.
- A Model — the model where the actions exist.
- A Process — the name of the business process in the model.
- Select Publish to add this task to the template. Otherwise, if more changes are needed, select Save as draft. You can return to this task later.