Schedule a Flow Task
Note: Starting in version 2020.4.1, you no longer need the Data Management Add-on to publish flows to the web. As a Creator, you can also create and edit flows directly on your server. If you want to schedule flows to run on your server, the Data Management Add-on is required. For more information authoring flows on the web, see Tableau Prep on the Web.
To schedule flows to run at a specific time or on a recurring basis you can create scheduled tasks. Scheduled tasks rely on pre-configured schedules. In Tableau Server, schedules are created by the System Administrator. For information about how to create schedules on Tableau Server, see Step 3: Create Schedules for Flow Tasks(Link opens in a new window).
In Tableau Online, to assign a flow to a schedule, select one of the pre-defined schedules provided with Tableau Prep Conductor. New schedules cannot be created in Tableau Online.
Schedule a flow task
From the Scheduled Tasks tab, click New Task.
If the output step isn't assigned to a task, you can also create a new task from the Overview page. On that page, in the Schedules field, click Create new task.
In the New Task dialog, select a schedule from the drop-down list.
Select one of the following options:
Note: Starting in version 2020.2.1 and later, if one input is configured to use incremental refresh and it is associated with multiple outputs, those outputs must be run together and must use the same refresh type. Otherwise the flow will fail.
Automatically include all output steps for this flow:(default) Select this option to include all current and future output steps for this flow in the scheduled task. As new output steps are added to the flow over time, they are automatically included in the schedule when it runs.
Select the output steps to include in this task: Select this option to manually select the output steps to include in this scheduled task. Then select the output steps to include in the flow task.
To include all output steps in the flow task, select the check box next to Output Steps. This area can't be edited if the Automatically include all output steps for this flow radio button is selected. Select the other radio button to enable this section.
(version 2020.2.1 and later) Select a Refresh Type. For more information about these settings, see Refresh Flow Data Using Incremental Refresh .
Full refresh (default): Refresh all data and create or append data to your table based on the output setting in Tableau Prep Builder.
Incremental refresh: Refresh only the new rows and create or append data to your table based on the output setting in Tableau Prep Builder. The incremental refresh option is only available when the flow is configured in Tableau Prep Builder to use this refresh type.
Note: Tableau Prep Conductor runs a full refresh for all outputs regardless of the run option you select if no existing output is found. Subsequent flow runs will use the incremental refresh process and retrieve and process only your new rows unless incremental refresh configuration data is missing or the existing output is removed.
Click Create Task to create the scheduled task.
- The Server administrator can do this on all sites on the server. The Site administrator can do this on sites they have access to if the site settings to allow users to publish and schedule tasks is enabled.
- Flow owners and project leaders can create flow tasks for flows or projects that they own respectively.
For more information, review the following articles:
- Windows: Set Users' Site Roles(Link opens in a new window) and Content Permissions and Ownership(Link opens in a new window)
- Linux: Set Users’ Site Roles(Link opens in a new window) and Content Permissions and Ownership(Link opens in a new window)
Site administrators, flow owners, project leaders, can create flow tasks for the flows and projects that they own respectively.
For more information, see Set Users' Site Roles(Link opens in a new window) and Content Ownership and Permissions(Link opens in a new window)