Use Forms or Linked UIs to Display Task Information

You can configure the human task activity to use a specific form or a linked user interface (such as an external form) to display the information the user needs to view or complete to perform the task assigned to them.

Using Forms to Display Task Information

To associate a form with a human task activity:

1. Select a human task activity in a process, and open its Properties pane.
2. In the Properties pane, scroll to the End User Display section.

3. In the UI drop-down field, select a form to associate with the task.

   Note that once you've selected a form, you can click next to the UI field, and open the form in the form editor to edit it.

4. From the Presentation drop-down field, select a presentation for the form.
5. Select Bind to process data if you want to automatically bind form data. Notice that the Task Payload and Task Outcome fields get populated.

Keep in mind that when you implement a human task activity with a form, data association is automatically performed when a form is selected:

• If the data object already exists, then that one is used.

• If the data object with the same name doesn’t exist, then the first data object of the same type is used.

• If there’s no data object of the same type, then a new data object is automatically created. New data objects use this naming convention:

  <form-name-starting-in-lower-case>DataObject<n>

  where n is a number added to avoid duplicate names.

• Name restrictions for data objects and forms are similar, so no special treatment is required.

• After data association is performed, you’re notified with a message below the form input box.

Using linked UIs to display task information

To use a linked user interface like an externally designed form to display task information, see Use a Linked UI in a Human Task.