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

Sequential Tasks (eForms) activity

An activity that, when the process runs, shows a form made with eForms that must be completed by 1 or more participants in order. The activity is designed to be used as part of a loop in a process, so that the process flow returns to this activity until a sufficient number of participants have completed the task, or until some other condition ends the loop, and the process continues..



Configure the Sequential Tasks (eForms) activity

To configure the Sequential Tasks (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 Sequential Tasks (eForms) activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.

Procedure

  1. On the Sequential Tasks 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. (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

  5. (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.
Parent topic: Tasks (eForms) tab

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Documentation Updated: December 3, 2015

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