General tab page
Activity Name: The name of this activity.
Description: The description of this activity.
Participant type: Includes User, Role and Dynamic Role. If you select User, individual users in the system will be listed for your selection. If you select Role, the pre-defined roles in the system will be listed for your selection. If you select Dynamic Role, you can select participants by using conditional expressions. You can specify participants using one or more types.
Invoked Application: An Invoked Application is an existing system solution, which is being integrated into one or more activities of a workflow model. The application is executed during the invocation of the workflow activity in order to provide the workflow participant with the tools necessary to fulfill the given task. In this course data can be exchanged between the workflow management system and the invoked application.
Invoked Application Description: The description of the invoked application.
Important: By checking this check box, this activity will be marked "high importance".
Review: Check this checkbox if the activity is a “Review” type task. Information in the Status tab must be completed before this activity can be saved. If it is not checked, the fields such as Review Result and Review Notes will not be displayed for this activity when a workflow instance is running.
Notification Upon Task Starting page
On this tab page, you can configure auto email notification to workflow participants when a workflow task starts.
Enable/Disable Email Notification: toggle these two radio buttons to enable or disable email notification. If "Disabled Email Notification" is selected, all data inputs on this tab page will be disabled (grayed out).
Synchronize with Default Notification: If this option is checked, email notification settings and contents on this tab page will be synchronized with the settings and contents of the Notification Upon Task Starting tab of the Default Notification. When you create a new activity, this option is checked by default provided that the Default Notification has been setup.
Save As Default Notification: when this button is pressed, the current notification will become the default notification for all Notification Upon Task Starting tabs of all the activities under the current workflow. In addition, changes will be reflected in:
❖Notification Upon Task Starting tab of the Default Notification. ❖All Notification Upon Task Starting tabs of the current workflow using Default Notification.
Subject: specifies the subject of the email notification. Dynamic values can be inserted into the subject.
Content: the main body of the email notification. Dynamic values can be inserted into the main body.
Metadata Tree: is the tree structure that lists all attributes and related entities(and their attributes) of the primary entity of the workflow process. These attributes are the dynamic values that can be inserted into the subject and content of the email notification. To insert a dynamic value, you should:
❖Select attribute(s) from the Metadata Tree. The attributes of the primary entity are displayed by default. You can also find attributes of the related entities by expanding the rest of the tree. ❖Once you have selected the desired attributes, move the text cursor to where you want the dynamic values to appear (in either the subject or content textbox). ❖Click on the Insert button; a text code in curly brackets (such as {A5: [Contract No.]}) representing the attribute(s) will be inserted to the location of the text cursor as dynamic values.
Show Attribute: press this button to view the full path(s) of the attribute(s) that have been inserted into the notification.
Attach Dynamic Document Templates: if there are dynamic document templates already associated with the primary entity, they will be displayed in this section. You can select them as email attachments in PDF or Word Format.
Insert Dynamic Document Templates: if there are dynamic document templates already associated with the primary entity, they will be displayed in this section. You can click the links of these dynamic document templates to insert their content into the email content.
Insert Relevant URLs: there are 8 commonly used links available (located at the bottom of the tab) for you to insert into the content body of your email notification. They are:
❖URL to Accept Task through Email - link to directly Accept the task through email and jump to the processing screen of the workflow task ❖URL to My Completed Tasks - link to My Completed Tasks tab ❖URL to My New Tasks - link to My New Tasks tab ❖URL to My To-be-processed Tasks - link to My To-be-processed Tasks tab ❖URL to Review Tasks through Email - link for reviewing task through email ❖URL to Review Task through Email - Approve - link for directly submitting the review result 'Approve' through email ❖URL to Review Task through Email - Pending - link for directly submitting the review result 'Pending' through email ❖URL to Review Task through Email - Reject - link for directly submitting the review result 'Reject' through email ❖URL to the Workflow Processing Screen - link to the processing screen of the workflow task ❖User First Name - variable to display the participant's first name
To insert, simply move the text cursor to the desired location in the content textbox, then click on one of the links above. A text code in curly brackets (such as {MyToBeProcessingTaskUrl: URL to My To-be-processed Tasks}) should appear at the desired location.
Notification Upon Task Ending tab page
On this tab page, you can configure auto email notification to workflow participants when a workflow task ends.
Enable/Disable Email Notification: toggle these two radio buttons to enable or disable email notification. If "Disabled Email Notification" is selected, all data inputs on this tab page will be disabled (grayed out).
Synchronize with Default Notification: If this option is checked, email notification settings and contents on this tab page will be synchronized with the settings and contents of the Notification Upon Task Ending tab of the Default Notification. When you create a new activity, this option is checked by default provided that the Default Notification has been setup.
Save As Default Notification: when this button is pressed, the current notification will become the default notification for all Notification Upon Task Ending tabs of all the activities under the current workflow. In addition, changes will be reflected in:
❖The Notification Upon Task Ending tab of the Default Notification. ❖All Notification Upon Task Ending tabs of the current workflow using Default Notification.
Subject: specifies the subject of the email notification. Dynamic values can be inserted into the subject.
Content: the main body of the email notification. Dynamic values can be inserted into the main body.
Metadata Tree: is the tree structure that lists all attributes and related entities(and their attributes) of the primary entity of the workflow process. These attributes are the dynamic values that can be inserted into the subject and content of the email notification. To insert a dynamic value, you should:
❖Select attribute(s) from the Metadata Tree. The attributes of the primary entity are displayed by default. You can also find attributes of the related entities by expanding the rest of the tree. ❖Once you have selected the desired attributes, move the text cursor to where you want the dynamic values to appear (in either the subject or content textbox). ❖Click on the Insert button; a text code in curly brackets (such as {A5: [Contract No.]}) representing the attribute(s) will be inserted to the location of the text cursor as dynamic values.
Show Attribute: press this button to view the full path(s) of the attribute(s) that have been inserted into the notification.
Attach Dynamic Document Templates: if there are dynamic document templates already associated with the primary entity, they will be displayed in this section. You can select them as email attachments in PDF or Word Format.
Insert Dynamic Document Templates: if there are dynamic document templates already associated with the primary entity, they will be displayed in this section. You can click the links of these dynamic document templates to insert their content into the email content.
Insert Relevant URLs: there are 4 commonly used links available (located at the bottom of the tab) for you to insert into the content body of your email notification. They are:
❖URL to My Completed Tasks - link to My Completed Tasks tab ❖URL to My New Tasks - link to My New Tasks tab ❖URL to My To-be-processed Tasks - link to My To-be-processed Tasks tab ❖URL to the Workflow Processing Screen - link to the processing screen of the workflow task ❖User First Name - variable to display the participant's first name
To insert, simply move the text cursor to the desired location in the content textbox, then click on one of the links above. A text code in curly brackets (such as {MyToBeProcessingTaskUrl: URL to My To-be-processed Tasks}) should appear at the desired location.
Status tab page
Statues are the review results of a task (related to the entity under review) as part of a workflow process.
All available workflow review statuses are listed on this tab, with "Approve" and "Reject" selected by default. The statuses are managed in Utilities > Drop Down List Management > Status Management > select Workflow Review Result Type from the Status Type Name dropdown list.
Only the selected statuses will be shown in the Review Result dropdown list in the task information section of the entity under review .
Checklist tab page
Checklist lists information that's useful for the completion of the related task.
On this tab page, you can add, edit or delete the checklist items. Click on the add row icon to add a new item to the checklist. Click on the delete row icon to remove an item from the check list. You can also enter an URL for a checklist item into the URL field to indicate the checklist item is a URL link. In addition, you change the order of the checklist items by clicking the corresponding arrow icons.
Settings tab page
There are three settings on this page: Reminder Alert, Task Expiration and Forecast.
❖Reminder Alert: This section controls how reminder alerts for the task are sent. Toggle the Enabled/Disabled radio buttons to turn this feature on and off. The reminder alert and its setting items are disabled by default. When switching from Disabled to Enabled, select the situation(s) for applying the auto alert. There are two situations: when it is a new task (option 1) and when it is a to-be-processed task (option 2). You can select one or both situations to apply auto alert.
After selecting the situation(s), you can specify the time interval after which an auto alert will be sent. This time interval can be specified by selecting a Time Unit from the dropdown list and specifying a number in the text field. There are three available Time Units: Days, Hours, and Minutes. Default is Days, and default time interval is “0”.
You can further specify the frequency of sending email in the second time interval field after “every...”.
The Time interval must be a positive integer which is > 0 and ≤ 1000. Otherwise, an alert message “Please enter a value between 0 and 1000 for time intervals.” will display once the Save button is clicked.
For Option 1, the alert message will be sent to all predefined participants for the task. It reads “A new task awaits your action. For additional information, please access the following link…”.
For Option 2, the alert message will be sent to the participant who has accepted the task. It reads “A pending task awaits your action. For additional information, please access the following link…”.
Use Start Notification Template: Select this option to use the content and settings in "Notification upon Task Starting" as email template for reminder alert.
❖Task Expiration: This section controls when a task becomes expired. Toggle the Enabled/Disabled radio buttons to turn this feature on and off. This feature and its corresponding setting items are disabled by default. When switching from Disabled to Enabled, select the situation for applying task expiration. There are two situations: when it is a new task (option 1) and when it is a to-be-processed task (option 2). You can only select one situation to apply task expiration.
After selecting a situation, you can specify the time interval after which the task will expire. This time interval can be specified by selecting a Time Unit from the dropdown list and specifying a number in the text field. There are three available Time Units: Days, Hours, and Minutes. And default time interval is “0”.
❖Forecast:The workflow forecast feature generates a table to show information of future tasks based on the settings here. Assumed review result: the dropdown list includes all available workflow review results and by default "Approve" is selected. You can select an assumed review result for workflow forecast based on your selections under Status tab.
Estimated normal duration: the estimated normal duration of the task can be specified by selecting a Time Unit from the dropdown list and specifying a number in the text field. There are three available Time Units: Days, Hours, and Minutes. Default is Days, and default time interval is “1”.
Estimated maximum duration: the estimated maximum duration of the task can be specified by selecting a Time Unit from the dropdown list and specifying a number in the text field. There are three available Time Units: Days, Hours, and Minutes. Default is Days, and default time interval is “1”.
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