Task Detail Form

You can use a task detail form in conjunction with a process task list to display details for a selected task. If you have a process task list and a process detail form on the page, the process task detail component automatically displays the detail for a task selected from the list.

For a task detail form 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 task detail 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.
  5. Choose from the following to set display options for the task detail form.

    Note:

    You can set display options for the component, but the presentation of the task detail is determined by the design in Oracle Process Cloud Service.
    • Show Actions: Select to display the actions available to the user, such as Approve, Reject, and so on.

    • Show Save: Select to display the Save button.

    • Show Close: Select to display the Close button.

    • Show Attachment: Select to display the Attachment section in the detail form.

    • Show Comments: Select to display the Comments section in the detail form.

    • Show History: Select to display the History section in the detail form.

    • Show More Information: Select to display the More Information section in the detail form.

    • Show Links: Select to display the Links section in the detail form.

  6. Use the General tab to modify spacing, alignment, and other presentation options.
    By default, the task detail component expands to display all the specified detail. Click Set Height and adjust the height value to set a specific height.
  7. Use the Style tab to format the frame that contains the component with predefined styles or with your own custom choices.
  8. Use the Links tab to assign actions to the triggers provided by the component:
    • Task details submitted: This trigger occurs when the user clicks the Submit button.

    • Task approved: This trigger occurs when the user clicks the Approve button.

    • Task rejected: This trigger occurs when the user clicks the Reject button.

    • Task closed: This trigger occurs when the user clicks the Close button.

    • Task saved: This trigger occurs when the user clicks the Save button.

    • Task comment added: This trigger occurs when the user adds comment text and clicks the Post Comment button.

    Click the trigger to assign an action.

Note:

The process task list component does not support manual triggers or actions, however if you add a task detail component to the page, it automatically displays the detail for a task selected from the list. For more information about triggers and actions, see Use Triggers and Actions.

For information about using Oracle Process Cloud Service, see Getting Started with Process.