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

Standard Task (eForms) activity

An activity that shows an eForm when the process runs.

Use a Standard Task activity only if you do not want the form to start the process. If you want your form to start the process, use the Start Task (eForms) activity or Start Task (External Forms) activity.



Configure the Standard Task (eForms) activity

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

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 Standard Task (eForms) activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.

Procedure

  1. On the Standard 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. (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

  7. (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.
Parent topic: Tasks (eForms) tab

Quick Links:

Send Feedback

Quick Start

Process Activities

eForm Controls

AgilePoint NX Online Help

AgilePoint NX Technical Documentation

Support Portal

AgilePoint

AgilePoint NX

Documentation Updated: December 3, 2015

© 2015 AgilePoint, Inc. All rights reserved.