AutoTask Editor

This article covers the AutoTask editor and its user interface. For more on composing AutoTasks and their elements, see the main AutoTasks article.

Any update to an AutoTask, including adding tasks, editing tasks, and deleting tasks requires a page refresh before taking effect.

Creating and editing an AutoTask


Create an AutoTask

  1. Navigate to the Systems area. 
  2. Navigate to the AutoTasks tab.
  3. Use either the upper-left plus icon or the Add task button visible when no task is being edited. 
  4. A new AutoTask with all potential components will populate.
  5. Fill in your new task with your desired workflow.

Edit an AutoTask

To edit an AutoTask, simply select an existing task from the list along the left-hand side.

After editing a task, before it is saved, you can revert the task to its most recently saved state with the Reset button along the top-left of the task editor. Close the task editor using the X to the right of the Reset button. 

Disable an AutoTask

There may be times you want to perform actions which would ordinarily trigger an existing AutoTask, without actually triggering the task, and without deleting the task from NetX entirely. For example it may not be desirous for a task which ordinarily performs a lengthy repurpose process on a resync action to be active during a large batch resync action. To disable an AutoTask, you must add the parameter enabled="false" to the task's opening <task> bracket, e.g. <task enabled="false">. To re-enable the task, remove the parameter or change the value from false to true or the task will not be triggered by any action.

Editor actions

Each AutoTask has an action menu available along the right-hand side with the options to Compare, Duplicate, Rename, and Delete.


  1. Click Compare from an AutoTask's action menu.
  2. A read-only panel will appear beneath the selected AutoTask. You can still edit the task above the read-only panel, and the read-only copy will not change unless your changes are saved.
  3. Close the read-only panel with the upper-right X icon. 

Note that selecting other AutoTasks once the read-only panel is open will maintain the original read-only panel, allowing you to compare the second task with the task originally selected with the Compare action. 


  1. Click Duplicate from the action menu.
  2. A prompt will appear; give the duplicated task a name.
  3. Click Duplicate again. An AutoTask identical to the first task will appear along the left-hand task list.


Click Rename from the action menu to rename an AutoTask. The following prompt will allow you to change the chosen task's name.


Click Delete from the action menu to delete an AutoTask. This will prompt a confirmation dialogue; click Delete again.

Editor features and tips


  • The Help button displays a help dialogue, presenting tips to navigate the editor using only your keyboard. Key commands such as Ctrl + Z are also available.
  • As you type, the editor will prompt autocomplete suggestions for basic AutoTask components and parameters such as matchCriteria and repurpose
  • Hovering over AutoTask components and parameters reveals helpful tooltip explanations of those elements as well as links to the appropriate documentation. 
  • XML errors are underlined in red. Hovering over any of these errors will present an error message and a brief explanation of the current component with a link to its relevant documentation. 
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