How to Edit a Task

Use the Edit Task page to make changes to an existing task.

Note: There is no Save As function on the Edit Task page. Any changes made to an existing task overwrite the task you are editing. You must use the Create New Task dropdown menu to create a new task.

Procedure

  1. Click or mouse over the Monitor tab and select Tasks to open the Tasks page.

  2. Click on a task, or right-click on a task and select Edit from the dropdown list to open the Edit Task page.

  3. Edit the Name and Description section as needed.

  4. Note: Changing the name does not save this as a new task and preserve the task being edited. Anything entered here overwrites the existing information.

  5. Select a Previous Result Action from the dropdown list. Delete is select by default.

Previous result actions determine how subsequent runs of this tasks react to existing task results.

Delete – overwrite the previous task results with the new information.

Rename Old – append a numeral to the name of the old task result and preserve both.

Rename New – append a numeral to the name of the new task result and preserve both.

Cancel – cancel the new run of the task.

  1. Optional: Allow concurrency. Select Allow Concurrency to enable two identical tasks to run at the same time.

If enabled, allow concurrency appends a numeric value to the name of the task that started second.

If disabled, the second task is canceled and an exception sent to the requestor.

  1. Optional: Require sign off.

    1. Select Required sign off to expand the Signoff Properties section.

    2. Select an email notification template from the Initial Notification Email drop-down list. For example, the Task Result Signoff template.
      Templates are created and defined when the application is configured.

    3. Specify the escalation criteria for the sign off request. Use the options displayed to set your escalation parameters.
      None – no reminder emails are sent and no escalation is performed for this work item.
      Send Reminders – email reminders are sent at the configured interval.
      Reminders then Escalation – the configured number of reminders are sent and then the work item is escalated to the signers manager.
      Escalation only – this work item is escalated after the configured interval with no reminders being sent.

    4. Specify the required signers.
      Enter the first letter, or letters, of an identity or workgroup to display a selection list of valid identities or workgroups containing that letter string or click the arrow to the right of the field to display all identities and workgroups and select a signer.
      You can add as many signers as required.

  2. Optional: Host.
    If you want to choose a specific host or set of hosts to run the task on, add a comma separated list of host names. If multiple hosts are specified, the task manager selects the first active host If there are no active hosts, or if an incorrect host name is given, the task terminates, and an error message is left in the result.

  3. Email Task Alerts. Choose an Email Notification type, if you want to send email notifications upon task completion, to the recipients whose email is being registered to receive the task status. These settings overwrite the email notification configured at the IdentityIQ Configuration level setting. Use these options to set your notification:

    Important: If your installation has enabled the task reanimator service on the host where this task is run, be aware that when a task hangs and is restarted by the reanimator service, email task alert notifications may not be sent. For more information on the task reanimator service, see Hosts.

    • Disabled – no email notification will be sent.

    • Warning – email notification will be sent in case of any warning after completion of task.

    • Failure – email notification will be sent in case of task Failure.

    • Always – email notification will be sent at completion of task irrespective of the task status.

    • Email Notification Template – (Applicable only if Disabled is not selected) Select Task Status template to send emails on task completion. Templates are customizable.

    • Email Recipients – (Applicable only if Disabled is not selected) Select the identity to register them to receive task status notification on emails associated with it.

  4. Specify the task options required for the task you are creating. Each task type displays unique task options. See the Tasks Page for details on each type.

  5. Click Save to save the new task to the Tasks table, or Click Save and Executeto save the task to the Tasks table and run it immediately. The Tasks Results page displays when the task completes.

    6. See Task Types for details on each type.

  1. Click Save to save the new task to the Tasks table.

— OR —

Click Save and Execute to save the task to the Tasks table and run it immediately. The Tasks Results page displays when the task completes.

For more information, see Task Results Page.