Designing Tasks and Activities

A task is one step in a process. You design process flows with tasks, subprocesses, rules, or other process information. There are multiple methods for including new tasks and activities into a Process editor design model.

To add tasks to a process:

  1. From the Process editor palette, select Task from the Activities drawer.

  2. Click inside the Process editor.

    The Create Task wizard is displayed.

  3. Select the task to add to the process.

    You can create a new task or select an existing task.

    To create and add a new task to the process, select Create a New Task. See "Creating New Tasks" for more information.

    To select an existing task to add to the process

    1. Select Select an existing Task.

    2. Click Select.

      The Task Selection dialog box is displayed. To view all available tasks for all projects, enter an asterisk (*) into the Select an item to open field.

      To filter for specific tasks, type any character or string of characters contained in the task name to display only the tasks containing those characters.

    3. Select the desired task and click OK.

      The name of the selected task is displayed in the Task field.

  4. Click Finish.

    The new task appears in the Process editor and under the selected project in the Studio Projects view.

  5. (Optional) Drag existing tasks from the Studio Projects view into your process design.

    When you drag existing tasks from the Studio Projects view onto the Process editor, the system copies to the new process the associated data defined for the existing task.

  6. (Optional) Copy existing tasks from a different process design model.

    To use an existing task or set of tasks from a different process design model, use the Select tool in the Process editor palette to select the tasks you want to use, copy those tasks (select Edit, Copy), then paste the tasks into the new process design model. The system copies to the new process the associated data defined for the existing task.

  7. Click Save.

To include other activity types in a process:

  1. From the Process editor palette, select an activity from the Activities drawer.

  2. Click inside the Process editor to place the object.

  3. Right-click on the activity.

    The context menu is displayed. You can edit the display name, assign an order to the activity, and create or clear an activity reference.

  4. (Optional) Double-click subprocess entities to open them in a separate Process editor tab.

    In the new tab, edit the display name and model the tasks, activities, and flows associated with the subprocess.

  5. Repeat these steps as appropriate.

  6. Click Save.

Related Topics

Designing Subprocesses

Working with Process Editor Menu Controls

Working with the Process Editor Palette

Working with Processes

Working with Tasks

Process Editor Activities Properties General Tab

Use the Process editor Properties view General tab to define values for the Activities drawer entities, including tasks, rules, delays, and join entities.

See "Designing Subprocesses" for information about subprocess properties. See "Designing Exception Paths" for more information about the redirect entity.

Field Use
Compensation Appears for rule entity properties only.

Define how the OSM run-time environment evaluates the corresponding entity during compensation. Select Redo if the OSM server should undo the original operation and re-evaluate it. Select Do nothing if you do not want to OSM server to re-evaluate the entity operation.

Condition Appears for delay and rule entity properties only.

Select the predefined rule which must evaluate to true for the rule or delay entity to transition. For timer delay entities, Oracle recommends selecting a custom order rule rather than using the default null_rule.

See "Defining Order Rules" for more information about order rules.

Description (Optional) Enter a description or the intended use for the corresponding task.
Display Name Enter the name of the task that represents how an entity appears in the Task web client and throughout the Design Studio editors.
Join Type Select All to have the task begin when all transitions flowing to the task have completed or select Any to have the task begin when any one transition flowing to the task has completed. Selecting Any will create one instance of the task for each incoming transition.
Process History Select True if you want this task to appear in the Process History - Summary Table window in the Task web client. Otherwise, select False.
Reference Displays the task associated with the selected task entity. To change the association, click the corresponding ellipsis button to access a list of Tasks.
X, Y coordinates Indicates the present X and Y pixel coordinates for the task entity.

Related Topics

Working with Processes

Modifying Process Editor Start Properties

Process Editor Task Properties Events Tab

Use the Process Editor Task Properties view Events tab to create event notifications for a single task instance in a specific process that only triggers when the task reaches a specific state or status and (optionally) if a specific rule evaluates to true. Use the Details sub-tab to choose the task and transitional events, specify the rule that triggers the event, set the priority level, enable or disable the event, and specify whether to send the notification by email. Use the Automation sub-tab to create automation plug-ins to perform the work of the notification.

See "Properties Events Detail Tab" for more information about the fields on the Detail sub-tab. See "Creating Process-specific Task Event Notifications" for information about creating event notifications at the Process editor level.

Related Topics

Working with Event Notifications

Configuring Automation Plug-In Properties