Process Activities / Tasks (eForms) tab
Parent topic: Tasks (eForms) tab

Advanced Task (eForms) activity

An activity that combines the operations of the Dynamic Parallel, Dynamic Sequential, and Voting activities that use eForms. This activity lets participants in a running process adapt to new requirements. They can add new participants to complete a human task in parallel, in sequence, or as voters. When the activity runs, process participants can add users through the task list or Manager app.



Configure the Advanced Task (eForms) activity

To configure the Advanced Task (eForms) activity, do the procedure in this topic.

Prerequisites

  • A user must have Create a Task and Cancel a Task access rights in AgilePoint Manage Center in order to see the Process Adaptation functionality in AgilePoint Manage Center.
  • A modification to the Process Viewer web.config file is required in order to see the Process Adaptation functionality in the Process Viewer.

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 (eForms) tab.
      2. On the Human Tasks (eForms) tab, drag the Advanced Task (eForms) activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.

Procedure

  1. On the Advanced Task Configuration screen, do one of these:
  2. Click General Configuration .
  3. Complete the fields on the General Configuration screen.

    For more information, refer to Configure General Options for a Human Task (eForms) Activity.

  4. Click Participants
  5. Add or change participants for your task on the Participants screen.

    For more information, refer to Add Participants to a Human Task with eForms.

  6. Click Voting Configuration
  7. Binds data to an XML schema to manage approvals as votes on the Voting Task Configuration screen.

    For more information, refer to Configure Voting for eForms.

  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

Form Details screen

Configures a new human task form.



How to Start

  1. In the Application Explorer, in the My Applications pane, select an application, and click tShow All Files .
  2. Expand [Application Name] > Processes > [Process Name] > Forms.
  3. Click Task Forms.
  4. In the right pane, click New .

Fields

Field Name Definition

Form Name
Function:
A name for your form.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No

Form Description
Function:
A description for your form.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

Next
Function:
Selects the form layout and primary data source type.

General Configuration

Specifies the general information for an eForm and digital signature activities.



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.

Participants

Specifies the people, groups, or roles assigned to a human task.



Fields

Field Name Definition

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.

Voting Task Configuration

Binds data to an XML schema to manage approvals as votes To configure voting, you must map the approvals to the schema for your input form.



Fields

Field Name Definition

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%.
Parent topic: Tasks (eForms) tab

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Documentation Updated: December 3, 2015

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