Working With Task Rules
Task Rules affect task behavior. These rules enable users to assign rules directly to tasks, especially when, because a rule is unique to a task, assigning rules isn't appropriate at the Template, Schedule, or Task Type level. These rules apply to the Tasks for which the rules were configured.
Auto Approve Task: Automatically completes specified approvals only if specified conditions have been met.
Examples of conditions that could apply to this rule include:
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Attributes have specified values (including calculated attributes)
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Predecessor task contains an attribute with a specified value
When conditions are satisfied, the specified approver levels are marked as complete, thus progressing workflow to the next approval level, or to Closed if no additional approval levels exist.
This rule runs when the Task status changes to Open with Approver.
Auto Submit Task: Automatically submit a task if specified conditions are met.
When conditions are satisfied, the assignee role is marked as complete, thus progressing workflow to the first approval level, or to Closed if no approval levels exist.
This rule runs when the Task status changes from Pending to Open with Assignee.
- Prevent Task Approval
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Prevents approval of a task based on attribute values, or other characteristics. This rule runs when the Approver clicks Approve.
- Prevent Task Submission
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Prevents submission of a task based on attribute values, or other characteristics. This rule runs when the Assignee clicks Submit.
To work with task rules: