Configuring Activities

Tasks are the core components of Infoveave workflows that contribute to their completion. The tasks are focused on minimizing or eliminating the need for any human involvement. Setting up individual tasks to execute a complex job makes the job execution more efficient and productive. The chapter covers identifying and configuring the essential tasks required for workflow automation in the discussed scenario.

Introduction to Infoveave Tasks

Tasks are the fundamental building blocks of Infoveave processes that contribute to the completion of an automation workflow. Tasks are classified into categories and each category serves distinct automation needs, from integrating with external services to manipulating Datasources and performing Infoveave specific operations. Infoveave tasks enable you to streamline processes, improve efficiency, and achieve automation goals effectively. The tasks are classified to cater to various automation needs. These classifications include Cloud Services Tasks, Database Tasks, Email Tasks, Execute Tasks, Extract Tasks, File Transfer Tasks, Infoveave Tasks, and others. Each classification serves a specific purpose and provides users with the flexibility to automate diverse operations.

• Cloud Services Task: Cloud services tasks such as API integration, BrainTree for payment gateway transactions, Genesys integration for customer experience management, and more allow you to connect with external services.
• Database Tasks: Database tasks like Query Execution and Update Datasource allow you to interact with databases efficiently and help you execute queries and update data.
• Email Task: Email tasks such as Mail Download, Mail Move, Send Email, and Send Email Attachment enable you to manage email operations seamlessly.
• Execute Task: Execute tasks like Execute Command, Node JS Execute, SSIS ETL, and Talend ETL allow you to run commands, scripts, or ETL tasks for data processing.
• Extract Task: Extract tasks like HTML Extract, PDF Extract, and PDF Extract V2 help you extract data from HTML sources, web pages, and PDF documents.
• File Transfer Task: File transfer tasks like Azure Download, Azure Upload, FTP, FTP Upload, S3 Download, S3 Upload, and SFTP facilitate automated file transfer operations between different systems, including cloud storage and FTP servers.
• Infoveave Tasks: Infoveave tasks like Clean Cache, Custom Task, Data Upload, Download Report, Notification, Priming, SciPyR, Send Report, Target and Threshold Data Upload, and What-If Execution cater to various operations within Infoveave.
• RPA & ZIP Tasks: RPA & ZIP tasks like Web Application Automation, Zip, PgpDecryption, PgpEncryption, and Zip File offer advanced automation features for automated web application interactions, file compression, encryption, and ZIP file creation.
• Others/Miscellaneous Tasks: Perform miscellaneous tasks such as reading barcodes, transforming data, merging Excel files, extracting text from files, and more. Tasks like Bar Code Read, Data Transform, Excel Merge, Extract, File Rename, File Update, Split PDF, and Text Extractor provide you with additional automation capabilities.

Task Identification and Configuration (Scenario-Based)

The objective of the scenario-based process is to automatically extract and upload particular columns from a master Datasource called ‘Sales’ to a new Datasource called ‘Product Details’. This workflow streamlines the process of analyzing and reporting on product-related information for the sales department of a retail company. The workflow consists of three main tasks:

1. Clear Cache Task: Ensures that the ‘Sales’ Datasource is refreshed to incorporate any new data added since the last extraction/query execution. This step is crucial for maintaining data integrity and accuracy.
2. Execute Query Task: Fetches specific columns from the ‘Sales’ Datasource that are relevant to product details, such as order IDs and product details. A predefined SQL query is used to extract the required columns, from the master Datasource.
3. Upload Data Task: Uploads the extracted columns to the ‘Product Details’ Datasource, ensuring that it is updated with the latest product-related information from the ‘Sales’ Datasource. This step enables the sales team to access consolidated and up-to-date product information for analysis and reporting.

Clear Cache Task

The Clean Cache Task in Infoveave allows you to clear cached data from specific Datasource (Sales Datasource). Follow these steps to set up the task:

1. To create a clear cache task, navigate to Task under Automation module.

2. Click on New Task to add a clear cache task.

   

3. Navigate to Infoveave Tasks from the left side task panel.

4. Select the Clean Cache Task option from the list of task types.

   

5. Provide a descriptive name for the task to easily identify its purpose (required).

6. Choose the Datasource from which you want to clear cached data from the list of pre-configured Datasources as a drop-down.

   • Let us select the Sales Datasource for the clear cache task.

7. Click the Save button to save the Clean Cache task.

   • The task is now successfully configured.

   

Query Execution Task

A Query Execution Task in Infoveave allows you to execute a pre-defined query and process the results. Follow the below steps to set up the task:

1. To create a Query Execution task, navigate to Task under Automation module.

2. Click on New Task to add a clear cache task.

3. Navigate to Database Tasks from the left side task panel.

4. Select the Query Execution Task option from the list of task types.

   

5. Provide a descriptive name for the task to easily identify its purpose (required).

6. Choose the query you want to execute from the drop-down list. Let us select the pre-configured query that fetches the product details from the drop-down options.

7. Click the Save button to save the Query Execution task.

   

Note: You can omit the other fields when configuring the task.

Upload Data Task

The Data Upload Task in Infoveave allows you to upload data to specific tables in your chosen Datasource. Follow the below steps to set up the task:

1. To create a Query Execution task, navigate to Task under Automation module.

2. Click on New Task to add a clear cache task.

3. Navigate to Infoveave Tasks from the left side task panel.

4. Select the Data Upload Task option from the list of task types.

   

5. Provide a descriptive name for the task to easily identify its purpose (required).

6. Choose the Datasource from the drop-down list you want to upload the data. Let us select the pre-configured Datasource ‘Product Details’.

7. Choose the associated data table from the drop-down list.

8. Click the Save button to save the Query Execution task.

   

Note: Please avoid the fields Use data attachments and Attachment column when configuring the task.

Conclusion

Tasks in Infoveave workflows are classified into categories like Cloud Services, Database, Email, Execute, Extract, File Transfer, Infoveave, RPA & ZIP, and Others/Miscellaneous. A scenario-based example involves tasks such as the Clear Cache, Execute Query, and Upload Data tasks. Clear Cache ensures data is refreshed; Execute Query extracts relevant columns; and Upload Data uploads them to the Datasource ‘Product Details’.