Original Advanced Task

Configure an Advanced task

1. On the TASKS tab select New Task from the Add Task drop-down list.
2. Enter the task name in the Friendly Name field.
3. Select the Advanced Task type.
4. To save and open the new task, click Add Task.
5. Click Step to add a Source, Process, Destination, File Loop, Conditional (if), Update Original, Send Email or Run Task element to the task.
6. To add additional steps, click Step, select the required element and the location to add the new step.
7. To run the task automatically, click Schedule and select the required options. Tasks with or without schedules can be run manually.

A task must be correctly configured before it can be processed. For information on minimum configuration requirements, see Minimum Task Configuration Requirements.

You can also create an Advanced task by creating it from a Traditional task. For more information, see Create an Advanced Task from a Traditional Task.

Edit advanced task steps

1. Click the more options icon > Edit.
2. Edit the step elements in the Edit dialog box.
3. To save the updated step, click Save.

More Options

The More Options icon on each step provides direct access to functions. The available options vary depending on the selected step.

1. Click the more options icon to display the corresponding options for the selected step type. Options include, Change Host, Clone, Delete, and Add Additional (Else If) Branch.
2. Select the required option.
   Note: Deleting a File Loop or Conditional Branch will delete any steps in the File Loop or Conditional Branch.

Move an advanced task step

You can move an advanced task step within the task configuration. For example, move a step to reorder an advanced task or move a step into a File Loop or Conditional Branch.

1. Click the more options icon > Move.
2. At the position where you want to put the element, click Move here.

Elements in Advanced Tasks

Advanced tasks can contain these elements: schedules, sources, destinations, and processes. They can also include the following advanced elements:

• File Loop (FOR):

  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.

  For more information, see Add File Loop.
• Conditional branch (IF):

  A conditional branch (IF block) 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 an Advanced task, including inside a file loop. Any task element except a schedule can appear inside a conditional branch.

  For more information, see Add Conditional Branch.
• Update Original File: Use this step after a transfer is successful to delete or rename original files. Typically used in a file loop. For more information, see Update Original.
• Send Email:

  Adds a Send Email step to an Advanced task. The email is sent regardless of the task results. The step can be placed anywhere in the task.

  For more information, see Send Email.
• Run Task:

  Runs another task as a step in an Advanced task.

  The step can be placed anywhere in the task. For example, you can use Run Task inside a conditional branch to process only those files that meet a certain condition. For more information, see Run Task.
• Comment: (2022.1 or later)

  Add an in-line no operation plain text comment to an advanced task.

  A comment can be placed anywhere in an advanced task. Text boxes can be re-sized to accommodate long comments. If a comment is too long to fit in the step field, click Edit to view the full comment.