Process Activities / Tasks (External Forms) tab
Parent topic: Tasks (External Forms) tab

Parallel Tasks (External Forms) activity

An activity that specifies a set of human tasks that must be completed before the process can go forward. This activity is usually used to request approval for a task from a group of approvers that can change.



Configure the Parallel Tasks (External Forms) activity

To configure the Parallel Tasks (External Forms) activity, do the procedure in this topic.

Good to Know

How to Start

  1. On the Organizer, do one of these:
  2. Do one of these:
    • Add an 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 the Parallel Tasks (External Forms) activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.

Procedure

  1. Complete the fields on the General Configuration screen.

    For more information, refer to Configure General Options for a Parallel Tasks (External Forms) Activity.

  2. Click User Defined Properties .
  3. Configure user defined properties on the User Defined Properties screen.

    For more information, refer to Configure User Defined Properties.

  4. Click Update Process Instance Variable .
  5. Set process data variables whose values you want to change a variable on the Update Process Instance Variable screen.

    For more information, refer to Change a Process Instance Variable.

  6. Click Dynamic Parallel Configuration
  7. Assigns participants and work to perform values on the Participants And Work To Performs screen.

    For more information, refer to Configure Parallel Approvals for External Forms.

  8. (Optional) If you want to configure your task to show on a mobile device, click Advanced > Mobile View .

    For more information, refer to Mobile View

  9. (Optional) Click Advanced > E-mail Notification .

    For more information, refer to Configure E-mail Notifications for Any Activity

General Configuration

Specifies the general setup for a parallel task.



Fields

Field Name Definition

Display Name
Function:
Specifies the activity name that shows in your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No

Description
Function:
Specifies an optional description for your activity.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

Time to Complete
Function:
Specifies the maximum amount of time that should be allowed for the completion of the task associated with this activity before it is considered overdue. This is a combination of a number of minutes, hours, days, or weeks.
Accepted Values:
A number of minutes, hours, days, or weeks.
Default Value:
1 Day
Accepts Process Data Variables:
No

My Organization's Business Time
Function:
Specifies to use your work calendar for date calculations.
Accepted Values:
  • Deselected - Uses your work calendar for calculations.
  • Selected - Does not use your work calendar for calculations.
Default Value:
Deselected
Example:
The Business Time field is set as selected, and business hours of work calendar are configured as 9 AM to 5 PM. If the task with completion time 8 hours is entered at 1 PM on Monday, then the task must be completed by 12 PM on Tuesday.

User Defined Properties

Specifies ClientData process data variable values that are associated with a human task activity when a process runs. You can specify a set of variables as name/value pairs that are sent to your web forms. This is an alternative to sending data with URL parameters.



Fields

Field Name Definition

Name
Function:
Specifies the name for the ClientData.

The ClientData property stores data related to the human task activity. This is like defining a process data variable to store specific values.

Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
Yes

Value
Function:
The value for the ClientData variable.
Accepted Values:
A number or a text string that can contain spaces.

You can set the value for the process data variable by using an XML value.

Default Value:
None
Accepts Process Data Variables:
Yes

Type
Function:
Determines the data type for the ClientData variable.
Accepted Values:
  • string
  • int
  • bool
  • decimal
Default Value:
string

Add

Function:
Creates a row where you can specify a ClientData property.

Remove

Function:
Deletes the selected row from the user defined properties list.

Update Process Instance Variable

Updates a value for a process data variable based on a specified type of event.



Fields

Field Name Definition

Process Instance Variable
Function:
Specifies the name of the process data variable you want to update on the basis of an event type.
Accepted Values:
  • The name of process data variable to be updated.
  • You can also use the XML variable associated with the process.
Default Value:
None
Accepts Process Data Variables:
Yes
Example:

Value
Function:
Specifies a value for the process data variable that is set when an event occurs.
Accepted Values:
Default Value:
None
Accepts Process Data Variables:
Yes

When To Update
Function:
Specifies the event that causes the process data variable to be set to your value.
Accepted Values:
  • Enter - The process goes into the activity.
  • Assign - A task is assigned to a participant.
  • Cancel - A task is cancelled.
  • Complete - A task is completed.
  • Leave - The process goes out of the activity.
Default Value:
None

Add

Function:
Creates a row to add a process data variable, value, and event.

Delete

Function:
Deletes the selected row from the variable list.

Participants and Work to Performs

Connects a list of parallel tasks with their participants.



Fields

Field Name Definition

Participant
Function:
Specifies the user to whom the task is assigned.
Accepted Values:
  • A text string that can contain spaces.
  • A list of predetermined variables.

You can specify only one user name in the Participant field. You cannot specify multiple participants such as group of users, or a user role for the task at a time. However, you can add multiple instances of a Work to Perform, each with a different Participant assigned.

Default Value:
None
Accepts Process Data Variables:
Yes

Work To Perform
Function:
Specifies the name of the task that shows in a participant's Task List.

In most cases, for processes that use ASP.NET forms, this value also determines the file names for the .aspx form pages.

For the Web Form activity, this property does not set the file names for the web form. Instead, use the Web Form URL.

Accepted Values:
A text string that represents the name of the task.
Default Value:
None
Accepts Process Data Variables:
No

Add

Function:
Adds a row for Participant and WorkToPerform where you can specify parallel tasks, and assign participants to complete them.

Remove

Function:
Deletes the selected row.

Participant Type list
Function:
Specifies a category of participants to add to the task. The list of participants of the type you select is displayed.
Accepted Values:
  • Groups - Shows your AgilePoint groups.

    To create a group, refer to Create a Group.

  • Roles - Shows your AgilePoint roles.

    To create a role, refer to Create a Role.

  • Users - Shows your AgilePoint users.

    To add a new user, refer to Add a New User.

Default Value:
Groups
Accepts Process Data Variables:
No

Search
Function:
Performs search operation based on the specified criteria.
Parent topic: Tasks (External Forms) tab

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Documentation Updated: December 3, 2015

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