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Create Advanced Task from a Traditional Task

A Traditional task tracks whether a process succeeds or fails. If the process fails, the task does not complete the transfer. In an Advanced task, you use a conditional branch to track the success or failure of a process. The conditional branch is typically located in a file loop.

When you convert a traditional task to an advanced task, the following occurs:

To convert a traditional task to an advanced task:

  1. Click TASKS and click a traditional task.
  2. At the upper right side of the page, click Actions > Create Advanced Task from Task.

    The new task page opens. The process and destination are now in a File Loop. If a Next Action Email was part of the traditional task, it is converted to an Email element inside the conditional branch.

  3. To add elements, click Step and make a selection.
  4. Recommended: Using test data, run the task. Check the logs to see if the task is working as expected.