Steps

An Orchestrate step allows you to group together a series of tasks for the purpose of execution as a single task from within an Orchestrate workflow. Steps have many similarities to workflows; however, a step cannot be scheduled or manually executed. Instead, a step must be added to a workflow using the Step Task task type.

Create a Step

To create a step:

1. Verify you’re in the Orchestrate module of Syniti Knowledge Platform
    Or
   Select Orchestrate from the Home menu to navigate to the Orchestrate module of the Syniti Knowledge Platform

2. Navigate to the Steps tab of the Orchestrate module.

3. Click the Create step button.

For details about a specific field, hover over the Help icon.

For more information about steps, click the Help icon on the Site menu.

Edit a Step

To edit a step:

1. From the Steps tab of the Orchestrate module, click the edit icon on a step in the grid
   Or
   Choose Edit from the More actions menu at the top right of the Step Overview page.

2. Click the Save button to save changes made to the step.

For details about a specific field, hover over the Help icon.

For more information about steps, click the Help icon on the Site menu.

Step Tasks

Steps can contain one or more tasks that are either executed in parallel or based on completion of a dependent task. Once a task is added, it displays in the Tasks card. Multiple tasks can be added and then adjustments can be made to the order in which the tasks will run.

To add a task:

1. From the Create Step window, click the Add Task button.

2. Select one of the following from the Task Typelist box:

   • Data Quality—enables one or more implementations to be executed. You can select which implementation to run based on a specific associated rule, term or business process.

   • Replication—runs a replication as a part of the workflow. This allows you to move data from one point to another as a part of the workflow.

   • SQL Task—runs a sql command on the data as part of the workflow.

3. Click the Save button to save the task and return to the Create Step window
   Or
   Click the Save & add another button to save the task to the step and add an additional task.

Note

When choosing to Save & add another, the current task is saved and can be viewed on the Create Step window. Additional tasks can be added at any time from the Create Step window by clicking the Add Task button.

For details about a specific field, hover over the Help icon.

For more information about tasks, click the Help icon on the Site menu.