Configure General Options for an Activity with External Forms

General Configuration Screen

Good to Know

• In most text fields, you can use process data variables as an alternative to literal data values.

How to Start

1. On the Organizer, do one of these:
   • Open a process.
   • Create a process.
2. Do one of these:
   • Add a human task activity:
     1. In the Process Builder, in the Activity Library, open the Human Tasks (External Forms) tab.
     2. On the Human Tasks (External Forms) tab, drag any human task activity onto your process.
   • Change a human task activity:
     1. In your process, double-click a human task activity.

Procedure

1. On the General Configuration screen, in the Display Name field, enter the name you want to show in your process. For standard task activities, this name also shows in the participant's task list.
2. (Optional) In the Description field, enter more than one line of text description for your activity.
3. (Optional) In the Time to Complete section, set the allowed time limit for your task.

   If a task takes more time than you specify, it goes into Overdue status. A task shows as Overdue in the participants' task list. You can also set more actions — send an e-mail notification, for example.

   Set your limit as a number of time units — for example, 2 hours or 3 days.

   1. In the time units list, select your time unit — for example, Days, Hours, or Minutes.
   2. In the Enter the Variable field, enter your number of time units. For example, if you enter 3, the activity will expire in 3 Days, Hours, or Minutes, as you specified in the time units list.

      You can use Process Variables screen for this value.

   3. To set a limit on your expiration to your hours of operation, select My Organization's Business Time.
4. In the External form to be associated with this task field, select the form your participants will use to complete the field.

RelatedTopics

• Add Participants to a Human Task with External Forms
• Configure User Defined Properties
• Dynamic Task Pool (External Forms) activity
• Parallel Tasks (External Forms) activity
• Sequential Tasks (External Forms) activity
• Standard Task (External Forms) activity
• Standard Task With Timeout (External Forms) activity
• Advanced Task (External Forms) activity
• Show a Human Task on a Mobile Device
• Process Data Variables
• Voting Task (External Forms) activity
• Web Form Task (External Forms) activity
• Load Balancing Task (External Forms) activity