Create Human Task Activities

Human task activities represents part of your process where an end user (process participant) is required to perform an action. The task can be a simple interaction, such as entering a form, or part of a more complicated workflow that requires input from multiple process participants.

Different types of human task activities enables you to model different types of interactions:

  • Submit Tasks: Enable you to display a form that the user must submit to create a request or to provide information about a certain subject.
  • Approval Tasks: Enable you to display a form that the user must review or complete and then perform a certain action. The user might approve or reject the request. You can also define custom actions for the user to perform. Approval tasks enable you to define an approval pattern. Generally you use the outcome of the approval task to drive the rest of the process flow.

Note that human task activities typically have a form associated with them but not always. You can configure a human task activity without an associated form.

Want to learn how to create human task activities? See:

Typical Workflow for Creating a Human Task Activity

Human task activities enable you to model how a user interacts with the application. When you add a human task activity to your process, you must also configure its implementation, define a form, and configure data associations.

When you create a human task activity you must:
  1. Add a human task activity to an existing business process.
  2. Configure the human task activity's implementation.
  3. Create a form to display the human task activity information.
  4. Configure the human task activity to use the created form.
  5. Configure the human task activity's input and output arguments using data associations.

Create Submit and Approve Tasks

You can create human task activities to model user interaction with the application. Use a submit task to display a form for the user to complete and submit. Use an approve task to display a form for the user to view and/or complete, and then perform an action such as approve, reject, or a custom action that you define.

To create a submit or approve task:
  1. Edit an existing business process or create a new one.
  2. For a structured process - expand the Human category in the Activities palette, and select the human task activity (Submit or Approve). Then drag it to the process editor, and drop it on the swimlane that represents role that you want to have access to this human task activity. If you drop the task over a transition, it gets automatically added to the process flow.
    The Submit or Approve task activity is added to the structured process.
  3. For a dynamic process - choose a Human Task Activity from the Activities drop-down field, provide a suitable name, and click Add .

    You can configure the human task activity as either Submit or Approve. Click Edit Properties to open the Properties pane for the activity. Under Types select either Submit or Approve.

    A Submit or Approve task activity is added to the dynamic process.

  4. Configure the human task activity by defining its properties from the Properties pane.
    For example, select the form and presentation associated with the task. The selected form with the presentation will be available to users assigned the task in Workspace.