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Process Manager UI guide

Process Manager let you natively orchestrate end-to-end use cases by chaining together multiple Adobe Experience Platform services. With the Process Manager UI, you can actively control when each of the tasks run, with a guarantee that each tasks only runs exactly once, and with automatic failure recovery.

Process list list

The Process page displays a list of all the processes that have been created for your organization. This includes details such as name, number of tasks, schedule, cadence, last updated date, as well as actions for the process.

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Additionally, you can filter the listed processes by the schedule status.

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To create a new process, select Create process. For more information on creating a new process, read the canvas section.

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Canvas canvas

The Canvas screen appears. On this page, you can create an end-to-end automated run flow.

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The left Tasks bar displays a full list of the available actions that you can add to your process.

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For more information about the available tasks, read the tasks section.

After you add tasks to the canvas, you can connect the tasks to chain them together for the process. To connect the tasks, select the plus icon that appears on the task while it’s close to the task that you want to connect the task to.

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Within the canvas, you can also select from the following options to manipulate the canvas itself.

Option

Description

Arrange Nodes

Arranges the nodes, so they’re more neatly arranged.

Show Grid

Shows the grid pattern in the canvas.

Snap to Grid

Snaps the nodes on to the grid.

Download canvas image

Takes a screenshot of the canvas and downloads it to your device.

Zoom out

Zooms out on the canvas.

Zoom in

Zooms in on the canvas.

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After adding all the tasks to the canvas, you can Save the process. Once you save the process, you can either immediately run the process or create a schedule for the process to run for.

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If you select Run, you can immediately run the process.

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If you select Schedule, the scheduling popover appears. On this screen, you can set the cron schedule for the process. For the cron schedule, you can open the dropdown to see a list of supported defaults.

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Once you’ve added all the information, select Create schedule to create the schedule.

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Tasks tasks

This section lists out all the currently available tasks that you can use with Process Manager. The available tasks list is constantly being updated. If a task you want to use is not available, contact Adobe Customer Care for more information.

When adding a task to the canvas, the following settings are common to all tasks:

Ingest data ingest-data

The Ingest data task lets you trigger a flow ingestion run into Experience Platform. When you use this task, you can choose which source and flow you want to ingest data from.

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For relative times, now represents no offset to the time. You can either use + or - to add or subtract from this zero offset. Supported units include s for seconds, m for minutes, h for hours, and d for days.

Run Data Distiller run-data-distiller

The Run Data Distiller task lets you run Data Distiller query. When you use this task, you choose the template as well as the associated parameters related to the template.

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Verify Profile ingestion verify-profile-ingestion

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The Verify Profile ingestion task lets you verify if the ingestion from the Ingest data task has successfully completed. When you use this task, you can choose which batch ID you want to verify has completed.

Run Segmentation run-segmentation

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The Run Segmentation task lets you run a segmentation job on the specified segment definitions.

Run Global Segmentation run-global-segmentation

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The Run Global Segmentation task lets you immediately run the sandbox’s batch segmentation job.

Run Profile Export run-profile-export

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The Run Profile Export task lets you run a Profile export job on the specified segment definitions. When you use this task, you can choose which segment definitions you want to export, what merge policy you want to use, as well as which dataset you want to export the segment definitions to.

Trigger activation trigger-activation

The Trigger activation task lets you activate either audiences or datasets to a specified destination. The available settings differ, depending on the Activation Type selected.

If you select Dataset, the following settings are available:

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If you select Audience, the following settings are available:

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Send notification send-notification

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The Send notification task lets you send a notification to specified users on Experience Platform.

Wait wait

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The Wait task causes the process execution to be paused for the specified amount of time.

Runs runs

The Runs page displays a list of runs for the selected process. You can either see the runs in Grid view or Graph view.

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Grid view displays a list of the tasks for the process, the state of those tasks, as well as how long the tasks took.

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If you select the task, you can see further details about the run, including the specific error that caused the run to fail.

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Graph view displays the selected run, with the tasks shown as individual blocks. You can see the location, state, and runtime of each of the tasks.

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If you select a task within the run, you can see more details about the task’s execution.

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