Open and accept a task

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Open and accept a task

You can open and accept a task from either a business process log or your Tasks log. You can also open and automatically accept tasks from your Tasks log.

If This Is An Initiation Step

If this business process has been auto-created and sent to an Initiation Step, you will usually need to select a workflow schema to launch the business process into the workflow. When you accept the task, Primavera Unifier will display a Select Workflow window, where you must choose the workflow schema this business process should use.

Primavera Unifier will not display the Select Workflow window if:

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This is a non-workflow business process.

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There is only one workflow schema you can choose for this business process

To open and accept a record from a business process log

On the business process log, select the record and click the Open button. The business process form opens for viewing

Click the Accept Task button. The form becomes editable. In some cases, you may have the option to decline the task. See "Decline a task".

To open and accept a task from your Tasks log

You can open one or multiple tasks from your Tasks log and automatically accept them (that is, you do not have to open them individually and click the Accept Task button). If you choose this option, Primavera Unifier opens the record(s) in “accept” mode. You can also filter the tasks you want to open and accept automatically. See "Filter the list of tasks for bulk actions".

To open and accept tasks, select the task(s), click the Bulk Actions button, and choose With Preview.

Primavera Unifier opens the business process form in edit mode. Once the task is open and accepted, you can edit the form.

When the process is complete, Primavera Unifier will automatically open the next task you selected. The remaining selected tasks will remain highlighted so you can see how many tasks are yet to be opened.

Note: Finish the bulk action before you change focus. When you use this particular bulk action, Primavera Unifier is in a waiting state, ready to open and accept the next record you selected. Do not move to another area of Primavera Unifier until the you have completed this bulk action. If you do, Primavera Unifier will cease the Bulk Actions With Preview operation, and the rest of the records you selected for this action will not be opened and accepted

For every task that Primavera Unifier opens, complete the form using the instructions under "Complete the form".

Every task you complete will be deleted from the Tasks log. Those you do not complete will remain on your Tasks log.

Task Notifications

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If the task belongs to the Create step of a workflow, you will receive a message confirming that the record was (or was not) created successfully.

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If you open a task from a project/shell that is on-hold, Primavera Unifier will notify you and delete the task from the log.

Oracle Corporation