Standard Task With External Form
Description
This activity creates a task for specified participants and waits for them to complete it using an external form similar to Standard Task.
The external form could be designed 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.
It's similar to the Standard Task activity but with one key difference: if the person doesn't complete the Task within the allotted time, the process will automatically switch to another activity.
You can use this activity for time-based escalations. For instance, if a Tier 1 Customer Support agent fails to respond to a support inquiry within a designated time frame, the inquiry is escalated to Tier 2 Customer Support.
Design Time Configuration
Display Text
Specify the name of the activity to show in your process.
Form URL
Specify the external Form URL to be used 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
You must indicate a completion time when creating a task. 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
Specifies the priority of the created Task. It can be Low, Normal, or High.
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.
- Unlimited Participants – If you want all group members to complete this activity, turn on this setting. It ignores the Max Participants setting.
Email Notifications
You can utilize Email Templates and configure email notifications for the following task status.
- Initiation – Email Notification to be sent on initiating a Task.
- Reminder – Email Notification will be sent as a reminder of the Task. The control room will send reminder notifications daily until the Task gets into overdue status.
- Reassignment – Email notification will be sent when a task is reassigned.
- Completion – Email notification will be sent upon task completion.
- Overdue – Email notification is to be sent on the overdue date of a task.
Example
Refer to the example page for step-by-step instructions on connecting to the Control Room using the APIs.