Dynamic Task Pool (eForms) activity

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.

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.

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.