Standard Task
Description
This activity creates a task for specified participants and waits for them to complete it using an external form.
You can design forms externally using standard external form technologies such as .NET, Java, or Windows forms. But it's vital to remember that you should only use this activity to stop the form from starting the process.
Design Time Configuration
Display Text
Specify the name of the activity to show in your process.
Title
Enter an optional title to use as the task name. You can also provide an expression in this field to generate the task name according to your requirements. Click on the vertical ellipse to choose the following options.
| Options | Description |
|---|---|
| Default | When you select this option, specify the default name directly. |
| Javascript | You can specify the name using the javascript expression. |
| Liquid | You can specify a name using a liquid expression. |
Form URL
Specify the external Form URL to use for this Task. The following options are available to specify the URL. Click on the vertical ellipse to choose the following options.
| Options | Description |
|---|---|
| Default | When you select this option, you can specify the URL as a literal text value. |
| Javascript | You can associate a URL using JavaScript expression. |
| Liquid | You can associate a URL using a liquid expression. |
Time to Complete
When creating a task, you must indicate a completion time. If the completion time exceeds the specified time, the Task becomes overdue, highlighting the status overdue in the respective user's My Tasks tab. Click on the vertical ellipse to choose the following options.
| Options | Description |
|---|---|
| Default | When you select this option, specify the completion time directly. |
| Javascript | You can specify time using javascript expression. |
| Liquid | You can specify time using a liquid expression. |
Time to Complete Unit
Specifies the maximum time allowed to complete the associated Task before it is overdue. The time unit can be week, day, hour, minute, or second.
Priority
Specify the priority of the created Task. It can be Low, Normal, or High.
Auto Complete
Enable the Auto Complete option, a boolean property, if you wish to have the task completed automatically during its first execution. Leave it unchecked for manual task completion. By default, this option is disabled.
This feature is handy in scenarios where specific tasks can be auto-approved based on predefined conditions. For example, in an approval process, if the amount to be approved is less than 2K, the system can automatically complete the task, streamlining the workflow. However, manual approval is required if the amount exceeds 2K, ensuring compliance and control.
By enabling Auto Complete, you can optimize workflows by reducing unnecessary manual interventions while maintaining oversight for critical decisions.
Participant
This activity accepts a single participant, either a single user or a single group. If you select a group, you will get additional settings listed below.
- Max Participants—When you select a group to participate in the created Task, you can indicate the required number of group members who should complete it.
- All Participants – If you want all group members to complete this activity, turn on this setting. It ignores the Max Participants setting.
- Reuse participants on subsequent executions of this activity—Specify whether the same participants should execute the Task each time the activity is repeated within the same process instance.
Email Notifications
You can utilize Email Templates and configure email notifications for the following task status.
- Initiation – Specify the task initiation via Email notification.
- Reminder – Specify the task reminder Email Notification to send as a reminder of the Task. It will send reminder notifications daily until the Task gets into Overdue status.
- Reassignment – Specify the task reassignment via Email notification. It sends this email regarding the reassignment of a task.
- Completion – Specify the Task completion via Email notification. It sends this email notification when the Task is complete.
- Overdue – Specify the Task overdue via Email Notification. It sends this email on Task overdue.
Example
Refer to the example page for step-by-step instructions on connecting to the Control Room using the APIs.