The process of creating a task workflow in Automate MFT is designed to allow you to assemble the task using reusable components from the product’s library.

Tasks are managed from the Tasks screen.

Task Processing

The position of elements in a task determines the processing flow of the task:
  • Elements are processed from top to bottom.
  • Elements that are inline (left aligned, rather than indented) are considered independent elements, which means processing is completed for one before moving on to the next.
  • An element that is indented under a File Loop is processed for each file in the list of source files.
  • An element that is indented under a Conditional branch (If Block) is executed only if the specified conditions are met.

Create a new task

  1. Click New Task.
  2. Provide a unique name for the task.
  3. To add your first step, click the insert step icon () and select from the list of components.
  4. To add additional steps, click the arrow icon () at the location where you want to add the step.
    • Rearrange steps by dragging and dropping them using the drag icon ().
    • To edit or delete a step, either double-click or click ... on the step and click Edit or Delete.
  5. Required components:
    1. Choose the source and destination endpoints for your workflow.
    2. Assign the appropriate authentication methods to each endpoint
    3. Specify the path for the source files and destination directory, if necessary.

      Optionally, in the source settings and destination settings window, apply file filters and conditions to specify how files are handled.

    4. Assign an agent or agent pool to execute the task.
  6. Optional components:
    1. Add built-in or custom process scripts, such as compress, decompress, encrypt, decrypt, or rename.
    2. Apply an update original step to define how source files are handled after a transfer or processing task.
    3. Assign a schedule from the library to automate task execution. You can also create a schedule during Task creation.
    4. Advanced logic operations:
      • File loop: A file loop causes a set of steps to be performed one time for each file that has been downloaded or created so far in the task. An unlimited number of steps can appear inside a loop. Any task element, except a schedule, can be inside a loop.
      • Conditional: A conditional branch (IF) defines a condition, and the set of actions to be performed if that condition is met or not met. You can configure a conditional branch anywhere in a task, including inside a file loop. Any task element except a schedule can appear inside a conditional branch.
      • Clear cache: This step provides options to remove the original file metadata or apply file filters and conditions.
    5. Add a Set Parameter step to define or update a parameter value during task execution.
    6. Post Run components:
      • Send email: Select the conditions when an email should be sent, the recipient, subject and optional message. For more information, see Post run email notifications.
      • Run task: Select the conditions when another task is run, and select the task from the list.
  7. To control whether multiple instances of the same task are allowed to run at the same time, enable/disable Allow multiple instances of this task to run concurrently. By default, newly created tasks prevent concurrent runs, ensuring that only one instance of the task can execute at a time.
  8. To save the task setup, click Save.
  9. To run the task manually, select one of the following options:
    • From the task list, locate and select your task. Above the Details panel of the task, click the Run Now icon ().
    • From the task edit page, select Actions > Run Now.

Edit a task

  1. Select a task from the list. Double-click or click the Edit Task icon ().
  2. Modify the task components as required, including steps, schedules, agents, or settings.
  3. Save and test the updated task workflow.

Enable/Disable a task schedule

Auto Run determines whether a task runs according to its assigned schedules.
  • When Auto Run is enabled, the task executes automatically based on its schedule configuration.
  • When Auto Run is disabled, the task will not run on schedule but can still be executed manually.
To enable/disable Auto Run:
  1. Select a task from the list. Double-click or click the Edit Task icon ().
  2. Open the Actions menu for the task.
  3. Select Turn Off Auto Run to pause scheduled execution, or Turn On Auto Run to resume.

Enable/Disable concurrent runs of a task

Automate MFT provides a task‑level setting that controls whether multiple instances of the same task can run at the same time.

To enable/disable concurrent task runs:

  1. Open the task in Edit mode.
  2. Select or clear Allow multiple instances of this task to run concurrently.
  3. Save the task.

Delete a task

  1. Select a task from the list.
  2. Click the more options icon () followed by Delete Task.
  3. Click Delete to confirm.

Clone a task

  1. Select a task from the list.
  2. Click the more options icon () followed by Clone.
  3. Edit the name of the new task.
  4. Save and test the updated task workflow.
When a task is cloned:
  • The cloned task includes all properties of the original task, including its schedules. However, the schedules are disabled by default. To enable the schedules, turn on Auto Run..
  • The cloned task starts with its own version history, independent of the original.