Common

Create Tasks

A task is a collection of instructions. Common is delivered with a set of tasks that may be used; additional tasks can be created to fit the customer’s needs.

To create a task:

  1. Select Automation Engine > Automation Instruction Tasks in Navigation pane.

  2. Click Add.

    View the field descriptions for the Automation Instruction Tasks page

  3. Enter the name of task in Name field.
  4. Enter a brief description of task in Description field.
  5. Select a Data Source from Data View Source ID list box if using a data view in the automation instruction.
  6. Select a view from Data View list box if using a data view in the automation process.
  7. Select a data source from Data Rule Data Source ID list box if using a data rule in the automation process.
  8. Select a rule from Data Rule list box if using a data rule in the automation process.
  9. Click Save.