On the Source Documents page, all source documents, and all the assigned tasks, are listed in a tree view in the left pane. The tasks are sorted under the source document to which they belong. If a source document for some reason is unavailable, the tasks belonging to the source document are flagged as orphans and stored in the <Orphans> folder, which means that the tasks never run. If the missing source document is re-introduced, the orphan tasks become regular tasks again.
To view or manage the settings of a task assigned to a document, in the right pane, click on the document or task in the tree view.
Task chains, where one task triggers another task, can be created. For example, 'Document 1' can be configured to be reloaded every hour, and 'Document 2' can be configured to be distributed when the reload of 'Document 1' has been executed successfully, only. Furthermore, 'Document 3', can be configured to be distributed when the distribution of 'Document 2' has been executed successfully, only, and so on.
Functions
Search Document, Task, or Template
Enter the desired search term(s) in this text box, to find documents, tasks, or templates, and click on the Search icon, 
.
Filter
The document and task list can be filtered. A black Filter by Documents With or Without Task icon, 
, on the Name column indicates that a filter is not used on that column. A blue Filter Set icon, 
, on the Name column indicates that a filter is used on that column. To filter documents with or without assigned tasks, click on the Filter by Documents With or Without Tasks icon, , in the Name column, and select the desired criteria in the dialog, by ticking/unticking the check boxes. To reset (that is, not use) the filter, deselect all criteria by clicking on the Clear Filter button. To confirm any change in the dialog, click on the OK button.
The following options are available:
- Document With Tasks
- Document Without Tasks
View Status
To overview the tasks for a document, in the right pane, click on the document in the tree view. The possible status indicator icons are the following:
-
, indicating that the task is running. -
, indicating that a warning has occurred for the task. -
, indicating that the execution of the task has failed.
The statuses of the tasks are automatically refreshed.
Add Task
To add a task, click on the Add Task Manually icon, 
, in the upper right corner of the right pane, or click on the Add Task... icon, 
, and select one of the following options in the drop-down list:
- Add Task Manually, meaning that a task is created, and the settings have to be configured on each of the tabs belonging to the task.
- Add Task Using Wizard, meaning that a task is created by going through a basic sub set of the configuration settings, which are presented in a wizard guide.
- Add Task Using Template, meaning that a task is created, using the settings from a template.
Edit Task
To configure a task, click on the Edit Task icon, 
, or click on the task in the tree view. In the right pane, the following tabs are presented:
- General
- Reload
- Reduce
- Distribute
- Document Information
- Triggers
- Server
Click on each tab label for more information.
Context Menu
To view the task context menu, from which the task can be managed, right-click on the task in the tree view. It is possible to multi-select tasks (using the control + click keys) and manage them batch-wise.
Copy Task
To copy a task, click on the Copy this task to clipboard icon, 
, or right-click on the task in the tree view and choose Copy.
Paste Task
Pasting a task into a document will create a new task. To paste a copied task to a specific document, either click on (highlight) the document and click on the Paste Task icon, 
, in the right pane (to the left of the Add Task icon, ), or right-click on the document and choose Paste.
Pasting a task into an existing task will merge the tasks, overwriting the settings of the destination task. To merge a copied task with another task, either click on (highlight) the document, in which the destination task resides, in the tree view, and click on the Paste Special... icon of that task, , in the right pane (under the Delete this task icon, 
), or click on (highlight) the destination task in the tree view, and right-click on Paste Special.... Choose which parts (components) of the task to be pasted (duplicated or merged) into the destination task and click on the OK button. The parts of a task to be chosen correspond to each of the tabs.
A copied task can be merged with several tasks simultaneously by multi-selecting the desired destination tasks in the tree view.
Import Task
To import a task from another installation, right-click on a document and choose Import Task.This will bring up the remote system. Choose the task to be imported. If there is a task with the same name in the document already, a new name will be generated.
To import all tasks from a remote system, right-click on the Distribution Service and choose Import Tasks, which opens the Import dialog. Choose the Distribution Service from the remote system to be imported.
Run Task
To start a task, click on the Run this task icon, 
.
Abort Task
To stop a task, click on the Abort this task icon, 
.
Delete Task
To entirely remove a task, either click on (highlight) the document, in which the task resides, in the tree view, and click on the Delete this Task icon of that task, , in the right pane, or click on (highlight) the task in the tree view, and right-click on Delete.
