Configure Voting for External Forms

To configure voting for a human task activity using external forms, do the procedure in this topic to connect approver responses to your form data.

Voting Task Configuration Screen



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 (External Forms) tab.
      2. On the Human Tasks (External Forms) tab, drag one of these activities onto your process:
        • Advanced Task (External Forms)
        • Voting Task (External Forms)
    • Change a human task activity:
      1. In your process, double-click a human task activity.
  3. On the Voting Task Configuration screen, click Voting Data Configuration .

Procedure

  1. On the Voting Task Configuration screen, complete these 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%.