Creating Tasks in Web Client

After you create a task, you can add it to a Navigator menu, launch it from an EnterpriseOne Page or from the Fast Path, or add it to your Favorites. Additionally, you can enable users to launch shortcuts using the Task ID. For information about shortcut launchers, see Using Shortcut Launchers in this chapter.

Note: If you create a One View Report (OVR) task, you must find OVR data to use for the task. To find the OVR information, see Finding Query IDs.

To create a task:

1. Navigate to the Work with Tasks (P9000) application.

2. On Work with Tasks, click Add.

   The Task ID field is automatically populated with a number. You can use this Task ID, or enter your own.

3. In the Task Name field, enter a task name.

4. Click the Executable tab, and then select one of the following task type options:

   • Interactive

     Select this option for a task that launches an interactive EnterpriseOne program.

   • Batch

     Select this option for a task that launches a EnterpriseOne batch program.

   • URL

     Select this option for a task that launches a web page.

   • Folder

     Select this option for a task to be used as an activity or nonstarter placeholder in a task view. This task does not execute a function, but might have accompanying documentation that describes the activity.

   • User Defined Code

     Select this option for a task that launches a program that enables a user to modify UDC tables.

   • EnterpriseOne Workflow

     Select this option for a task that displays workflow processes.

   • One View Report

     Select this option to create a task that launches a One View Report (OVR).

5. You will see different fields for each Task Type you selected. Each field is described below. Enter the appropriate information into the fields that display for the Task Type you selected:

   • Application - The name that identifies a system object. For example, P01012 is the application name for Address Book.

   • Version - A set of data selection and sequencing settings for the application. Versions may be named using any combination of alpha and numeric characters.

   • Form - A value that indicates the form initiated by the system.

   • Form Mode - Specifies how a form is called from the Universal Director. Calling a form in different modes causes the form to react differently to actions on the form.

   • Application Type - A code that determines the interactive application mode when a task is run. The interactive application functions differently depending on the mode.

     No Processing Options

     Prompt for Version

     Data Selection

     Blind Execution

     Prompt for Values

     Data Selection and Values

   • URL - The URL address for the task.

   • Product Code (UDC) - The Product Code for the User Defined Code task.

   • User Defined Codes (UDC) - The Code Type for the User Defined Code task.

   • Process ID - The unique identifier for a process. If no value is entered, a next number is assigned. Once assigned, the value cannot be changed.

   • OVR Name - The name of the One View report.

   • Query ID - The ID EnterpriseOne generates when you create a query.

     For information about finding a Query ID, see Finding Query IDs.

6. Click Save.