A task node indicates when a user has two choices, such
as approving or to rejecting a record. You use task nodes when your
business process requires you to evaluate the record. You also use
task nodes when you want to create a task assignment that routes the
record to one or more individuals.
About this task
Use the Task Node Properties window to specify the following
properties for task nodes:
- Title
- Used to specify or modify the node name and the description.
- Time Limit
- Used to specify the time limit for the assignee to complete the
task before it is escalated.
- Application
- Used to specify which application the product uses to display
the assigned record. Typically, the object is associated with a single
application. In some cases, such as in Quick Reporting and Work Order
Tracking, an object can be associated with more than one application.
It might, for example, represent a clone or even a new custom application
on that table.
- Display One
- Used to specify whether a single option is displayed when the
user has security permissions to only one option.
- If the check box is selected, the product displays the single
option in the Complete Workflow Assignment window.
- If the check box is cleared, the product performs the action.
- WF Task Type
- Used to add another task to the workflow process.
- Assignments
- Used to specify one or more roles to receive the task assignment.
Specify at least one assignment per task node. A task assignment can
be designated to a role or to an assignee relationship.
- Notifications
- Used to specify the notifications that the system generates as
a record leaves the node. You can use a communication template to
create one or more notifications. Or, you can specify the subject,
message, and role recipients manually.
- Perform Accept Action
- Used to specify how the system routes the record when the assignment
is made to a group.
- When any assignment is accepted - Used to specify that the system
needs only one positive action to route the record to the positive
connection line.
- When all assignments are accepted - Used to specify that all assignees
must select the positive action in order for the system to route the
record to the positive connection line. If a single assignee selects
the negative option, the system routes the record to the negative
connection line.
Procedure
- From the List tab of the Workflow
Designer application, select a process with properties to be modified.
- From the Canvas tab, right-click
the task node
and select Properties.
- Optional: Type a description.
- In the Application field, specify
a value.
- In the Time Limit field, specify
the time limit for the assignee to complete the task before it is
escalated.
- Select the Display One check box
to specify what the system might do if the user has security permissions
to only one specified option.
- In the Assignments section, click New Row,
and specify values for each of the fields that display.
- In the Notifications section, click New Row,
and specify values for each of the fields that display.
- In the Perform Accept Action field,
select one of the following options to specify how the record is routed:
- When any assignment is accepted.
- When all assignments are accepted.
- Click OK, and click Save
Process.