Configure General Options for the Document Transfer Activity

General Configuration Screen

Good to Know

• In most text fields, you can use process data variables as an alternative to literal data values.

How to Start

1. On the Organizer, do one of these:
   • Open a process.
   • Create a process.
2. Do one of these:
   • Add an activity:
     1. In the Process Builder, in the Activity Library, open the Document tab.
     2. On the Document tab, drag the Document Transfer activity onto your process.
   • Change an activity:
     1. In your process, double-click your activity.

Procedure

1. On the General Configuration screen, in the Display Name field, enter the name you want to show in your process.
2. (Optional) In the Description field, enter more than one line of text description for your activity.
3. (Optional) In the Time to Complete section, set the allowed time limit for your task.

   If a task takes more time than you specify, it goes into Overdue status. A task shows as Overdue in the participants' task list. You can also set more actions — send an e-mail notification, for example.

   Set your limit as a number of time units — for example, 2 hours or 3 days.

   1. In the time units list, select your time unit — for example, Days, Hours, or Minutes.
   2. In the Enter the Variable field, enter your number of time units. For example, if you enter 3, the activity will expire in 3 Days, Hours, or Minutes, as you specified in the time units list.

      You can use Process Variables screen for this value.

   3. To set a limit on your expiration to your hours of operation, select My Organization's Business Time.

RelatedTopics

• Document Transfer activity
• E-mail Notifications screen
• Process Data Variables