Process Task List

You can use a process task list to selectively list processes defined with Oracle Process Cloud Service. You can show detailed information for the tasks in the task list component, or use the process task list component in conjunction with a task detail component to simplify the list and to show detailed information for a selected task only.

For a process task list to work on a site, the following must be true:

  • The associated processes must be defined with Oracle Process Cloud Service before you can display them with this component. See Developing Structured Processes in Using Processes in Oracle Integration.

  • The site must be a secure site limited to specified users or limited to users with the Oracle Content and Experience User role. See Change Site Security.

  • An administrator must set up the integration between Oracle Process Cloud Service and Oracle Content and Experience. See Integrate with Oracle Process Cloud Service in Administering Oracle Content and Experience. The integration between the two services requires SSO sign-ons, so both services must be in the same identity domain.

To add a process task list component to a page:

  1. Navigate to the page you want to edit and make sure that Edit switch is set to Edit.
  2. Add the component to the page.
  3. To edit the component and its appearance, click its menu icon Component Menu icon, and choose Settings.
  4. Choose Custom Settings to set display options and to filter the available tasks.
  5. Choose from the following to set display options for the task list.

    Note:

    You can set display options for the component, but the presentation of the tasks themselves is determined by the design in Oracle Process Cloud Service.
    • Show Details: Select to include task detail information in the task list itself. Use the process task list component in conjunction with a task detail component to simplify the list and show detailed information for a selected task only.

    • Show Search: Select to include the search bar at the top of the task list. If you select Show Search, you have the additional option of selecting Show Filter to include the filter option in the search bar. Use the filter options below to set the default filter values.

    • Show Select All: Select to allow the user to select all the displayed task for processing.

    • Page Size: Adjust to specify the maximum number of tasks to display. If there are fewer tasks than the specified maximum, the component automatically adjusts to the smaller number. If there are more tasks than the specified maximum, the component shows the maximum number and adds links to the additional page or pages.

  6. Choose from the following to filter the available tasks in the list.

    The filters you apply determine the initial list of tasks. If you choose the Show Search and Show Filter options above, the user can adjust the settings to modify the filter for all settings except From User.

    • Search Keywords: Optionally specify one or more search terms. Search results include only those tasks with titles that include all of the specified keywords. If you selected Show Search, these keywords are displayed in the search bar and can be removed or modified by the user.

    • Status: Select one of the available Status values. The default is Assigned.

    • Assignee: Select one of the available Assignee values. The default is Me and My Group All which includes all tasks available to the user and their group, including those that are claimed but not workable.

    • From User: Optionally select one or more users from whom the task originates. Begin typing the user name to initiate a search of the available users on the associated Oracle Process Cloud Service. The values you specify are not displayed to the end-user and can’t be removed. Users can add additional user names to further expand the list of users.

    • Due Date: Optionally select a due date that is On, Before, After, or Between a date selected from the calendar.

    • Application: Optionally select the name of a particular application. You can select one or more applications from the list of applications available to the user.

  7. Use the General tab to modify spacing, alignment, and other presentation options.
  8. Use the Style tab to format the frame that contains the component with predefined styles or with your own custom choices.

Note:

If you have a process task list and a task detail form on the page, the task detail component automatically displays the detail for a task selected from the list. For more information about triggers and actions, see Use Triggers and Actions.