In addition to the operations described in the previous sections to upload and merge data, create actions, and run these actions, there are additional operations for the workflow that can be accessed through the More pull-down menu in the top-bar menu. The settings pages offer information about: workflow operations (export, rename, clone, etc.), column operations (change column type, rename, clone, etc.), scheduled actions, and view logs.

## 3.6.1. Workflow Operations¶

“The details are not the details. They make the design” – Charles Eames

The Workflow Operations page is available through the More link at the top-bar menu. The page shows the information as illustrated by the following figure.

The buttons at the top of the page offer the following operations:

Export

This functionality allows you to take a snapshot of the content of the workflow and store it in a file for your records. You may select which actions are included in the exported file

The menu offers the possibility of exporting only the data, or the data and the action in the workflow.

Rename

This functionality allows to change either the name or the description of the workflow.

Clone

This function creates a new workflow duplicating the data, actions and conditions of the current workflow. The new workflow will have the same name with the prefix Copy of.

Flush data table

This operation deletes all the data attached to the workflow, but preserves the workflow structure (that is, the name and the description only).

Given the destructive nature of this operation the platform requires you to confirm this step.

Delete

Operation similar to the previous one, but now the whole workflow is deleted and therefore unselected. If executed, the platform will go back to the list of workflows as this one is no longer available for operations.

As in the previous case, the platform asks for confirmation before carrying out the delete operation.

In addition to the buttons at the top, the Workflow Operations page offers two additional operations shown in separated tabs.

Attributes

This tab shows the operations to manage a dictionary of pairs (name, value). The names can e used in personalized text and they are replaced by the value.

The Attribute button opens a form to introduce the name and value of a new attribute. The table below this button shows the attributes available for the workflow. The icon opens the form to edit its content. The icon deletes the attribute.

The use of these attributes is to facilitate a single point of change when a value appears in multiple locations. For example, every personalized text actino is singed with the name of the instructor. If that name changes, all actions need to be edited. On the other hand, if the actions contain the name of an attribute, just changing the attribute value propagates the change to all actions.

Share

The Share tab on the right of the page is used to manage the list of users that have access to this workflow. The User button opens a form to introduce a the id of the user to share the workflow.

## 3.6.2. Column Operations¶

The Column Operations page is available through the More link at the top-bar menu. Columns in OnTask have substantial information and operations that is condensed in this page. The information is shown as illustrated by the following figure.

The buttons at the top of the page offer the following operations

Column

This menu opens three options: create a regular column, create a column combining the values of two existing columns, or create a new column with random values.

Opens a dialog to create a new column in the table with the following fields:

• Name (mandatory): column name (shown in the table)

• Description: text that will be shown to the learners if the column is part of a survey action.

• Data type (mandatory: The possible data types are number (representing both integers or real numbers), string, boolean (only possible values are true and false), and datetime (a date and time together).

• An integer (mandatory) representing the position of the column in the table (a value zero will insert it at the end of the table).

• Two date/time values to control the visibility of the column.

• Comma-separated list of possible values. This field is to restrict the values in the column. The values have to be compatible with the specified data type.

• Initial value to assign to all cells in the column.

This column is created by combining the values of existing columns using one of the operations addition, product, maximum, minimum, mean, median, standard deviation, conjunction or disjunction. The formula is only applied when the column is created the current values of the other columns. The column is not refreshed if the operand change in the future.

Add a column with random values

This is useful to create columns for A/B testing. The new column is created with a random value from either a numeric range (starting at 0) or a set of strings.

Below the buttons to perform these operations the workflow columns are shown. If the number of columns is large, the information is divided into pages. The field at the top right of this list performs searches in all fields of all columns (name, type, etc). Each column has the following information (from left to right):

Position (#)

A number starting at 1. The position is used when visualizing the table.

Operations

The operations available for columns are:

Edit

Change the name, description, unique and values allowed in the column. If the field Has unique values per row property is modified, OnTask checks if the values satisfy this condition.

The column may also have a validity window defined by two date/times. This validity is used when executing action in tasks.

Clone

Clones the column in the workflow changing its name adding the prefix Copy of to the name.

Statistics (only for non-key columns)

Shows a statistical summary of the values in the column. If the data type is number, the summary includes information about quartiles, a boxplot, and a histogram. For the rest of data types, the summary only includes the histogram.

Restrict

Assigns as allowed values for the column those currently stored. This operation is useful to transform a generic column into one with values limited to the current ones.

Delete

Deletes the column from the workflow. If there are conditions in the actions that use this column, those conditions will be removed from the action.

Make first column

Move this column to the first position in the workflow

Make last column

Move this column to the last position in the workflow

Name

Unique name for the workflow that cannot contain the quotes or or start with __.

Description

Description of the column.

Type

One of integer, string, double, boolean or date/time.

Key?

Field stating if it is a key column, that is, the values are different or unique for all rows. OnTask detects automatically this property when the data for a new column is loaded. You may edit and change this properly as long as the two requirements are satisfied: the values have to be unique for all rows, and there must be at least one key column per workflow.

The position of the columns can also be changed by dragging by the number (left-most column) and dropping them in the new position.

## 3.6.3. Scheduled Actions¶

“I have no regular schedule. I get up whenever I can.” – Jimmy Wales

The personalized text, personalized canvas email, send list through email, personalized JSON object and send JSON report actions can be scheduled to run at some point in the future. To schedule the execution of an action go to the Actions page from the top menu, click on the icon with three dots in the right-most column of the action and select the operation Schedule.

When scheduling the execution of an operation, the following fields are always requested at the top of the form:

Name

A name to identify this scheduling (a user may have several of these actions pending in a workflow)

Description

A brief description explaining this scheduled action (for example, “send reminder before the exam”)

When to execute the action

A date/time in the future when the action will be executed.

Multiple executions?

Check this box if you want the action to execute more than once. You may define the a start and stop date, and a expression with the frequency of execution.

### 3.6.3.1. Scheduling a Personalized Text Action¶

The following figure shows the information requested to schedule the execution of a personalized text action (sending emails to learners):

The additional fields in this form are:

Column containing email

The column in the table used to fill out the destination email. OnTask will check that the values in that column are proper email addresses.

Email subject

The text to be included in the email subjects.

Comma separated list of CC emails

A comma separated list of emails to include in the carbon copy (or CC) field of the email.

Comma separated list of BCC emails

A comma separated list of emails to include in the blind carbon copy (or BCC) field of the email.

Send confirmation email

Select this option if you want a confirmation email sent to you.

Try to detect if the email is read. OnTask adds an extra column to the table to store the number of times the message is opened. This detection relies on how the email client processes the message, therefore, the information in this column may not be accurate.

Check/exclude emails

If selected, this option inserts an extra step showing the emails and offering the possibility to eliminate them from the action. This option is useful to perform a final check and remove emails that cannot be removed with the action filter.

### 3.6.3.2. Scheduling a Personalized JSON Action¶

The following figure shows the information requested to schedule the execution of a personalized JSON action (sending JSON object to another platform):

The additional fields in this form are:

Column to select elements

A column to show its values and allow to review and exclude some of the entries. This option is useful to perform a final check and remove entries that cannot be removed with the action filter.

Authentication Token

The string to be use to authenticate with the external platform.

### 3.6.3.3. Table with Scheduled Actions¶

The table showing all the action scheduling operations can be access through the More link in the top-bar menu selecting the Scheduled operations link. The list of scheduled actions is shown as illustrated in the following figure.

The operations available for each scheduled execution are:

Edit

Edit the elements in the scheduled operation.

View details

View all the details for this scheduled execution (includes values in the payload)

Delete

Delete the scheduled execution.

## 3.6.4. View logs¶

The platform keeps a log of most of the operations that are executed when managing a workflow. These records are available through the View Logs link in the More pull down menu at the top-bar menu. The page shows information about the records in tabular form. The following figure shows an example.

The CSV Download button allows to download the logs in CSV format for further processing. Additionally, the content of the table is paginated and the links to access each page are shown at the botton. The records can be searched using the box at the top right corner of the table.