Advanced Task (External Forms) activity

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.

External form to be associated with this task

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.

Accepted Values:

The values for this property change with the type of process you are using:

• Generic - Does this:
  • Specifies the name that shows in the participant's Task List for this task.
  • If you create an ASP.NET project for this process in AgilePoint Developer, a new .aspx page is created for each human task with the same file name as the value of the Work to Perform property.
• SPList - Specifies the name that shows in the participant's Task List for this task.
• AgileForms - Specifies the name that shows in the participant's Task List for this task.

  The default value for this field is FormRender. AgilePoint recommends you change this value.

Default Value:

None, except for AgileForms processes.

Accepts Process Data Variables:

No

Details

Function:

Shows participants for the task.

Accepted Values:

• Any user, group, or role - You can add users, groups, or roles as participants, as long as ProcessInitiator is also included in the list.
• A process data variable.
• ProcessInitiator - This is a process data variable for that represents a participant who completes a form to start a process instance. This value is required for start tasks.

Default Value:

• ProcessInitiator - For start tasks.
• None - For other tasks.

Accepts Process Data Variables:

Yes

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.

Max number of people to complete this task

Function:

Specifies the number of group members who need to be assigned as participants for a work item.

Accepted Values:

• An integer that specifies a number of participants within a group required to complete a task.
• Maximum - Specifies that all members of a group are required to participate.

Default Value:

1

Example:

If the participant is set to a group of users, and Max number of people to complete this task is 2, then 2 members of the group actually are required to participate in the task.

Assign task to the same participants each time activity runs

Function:

Specifies if, when a activity runs multiple times during a process, the same participants must complete the task each time.

Accepted Values:

• Selected - If a activity is runs multiple times, the same participants who took assignment the first time are also assigned the task each time after.
• Deselected - If a activity is runs multiple times, any participants can take assignment each time.

Default Value:

Selected

Example:

Ann is part of a group, and takes assignment for a task. She rejects the task. If this field is selected, the next time the process starts this task, the same user, Ann is assigned the task. If this field is deselected, the task goes back into the pool, and anyone in the group can take assignment.

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.

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:

• A process data variable - EmployeeName
• An XML variable - /pd:myFields/pd:empName

Value

Function:

Specifies a value for the process data variable that is set when an event occurs.

Accepted Values:

• A number, or a text string that can contain spaces..
• A process data variable.

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.

Select the repeating data node that will contain the approvers data

Function:

Specifies a group of approvers for a human task.

Accepted Values:

An XML variable that represents a group of approvers.

This is a parent node where the children represent individual approvers within the group.

Default Value:

None

Accepts Process Data Variables:

No

Store The Voting Result In

Function:

Specifies the final result that says if a task is approved or rejected.

Accepted Values:

An xpath to a process data variable that represents the final result of the voting.

The final result can be stored in a variable.

Default Value:

None

Accepts Process Data Variables:

Yes

The result is considered when % of the users approve

Function:

Specifies the minimum proportion of approvers required to approve the item, expressed as a percent.

Accepted Values:

An integer.

Default Value:

None

Accepts Process Data Variables:

Yes

Example:

If you have enter 60, and you have 7 approvers, at least 5 of the approvers would need to vote Yes for the item to be approved because 4/7=57%, and 5/7=71%.