Display Properties for Checklists and Tasks

When you create a checklist, you can selectively display only those sections or actions that you want a role to access. You can do this by configuring the display of the checklist or task property for that role.

For example, in an off boarding checklist, you may want to restrict line managers from seeing tasks that other users need to be complete. You can hide the section that lists others' incomplete tasks only for line managers. Similarly, you can configure the display at the task level.

This topic lists the display values you can configure at the checklist and task level for a role. If you don't make a change, the default is used.

Checklist Display Properties

Checklist display property

Code

Display values for assignee

Display values for line manager

Display values for other user

What's Happening

ORA_ANNOUNCEMENTS

  • Show (default)

  • Hide

  • Not Applicable

  • Not Applicable

Basic Info

ORA_BASIC_INFORMATION

  • Not Applicable

  • Show (default)

  • Hide

  • Show (default)

  • Hide

Completed Tasks on Employee Progress Page

ORA_COMPLETED_TASKS

  • Show (default)

  • Hide

  • Show (default)

  • Hide

  • Show (default)

  • Hide

Contact Us ORA_CONTACT_US
  • Not Applicable
  • Show (default)

  • Hide

  • Show (default)

  • Hide

Deferred Tasks

ORA_DEFERRED_TASKS

  • Not Applicable

  • Show (default)

  • Hide

  • Show (default)

  • Hide

Fun Stuff

ORA_FUN_STUFF

  • Show (default)

  • Hide

  • Not Applicable

  • Not Applicable

Note board

ORA_NOTE_BOARD

  • Show (default)

  • Hide

  • Not Applicable

  • Not Applicable

Completed Tasks on Employee Onboarding Page

ORA_ONB_COMPLETED_TASKS

  • Show (default)

  • Hide

  • Not Applicable

  • Not Applicable

Order Tasks by Sequence

ORA_ORDER_BY_SEQUENCE

  • No (default)

  • Yes

  • No (default)

  • Yes

  • No (default)

  • Yes

Others' Incomplete Tasks

ORA_OTHER_INCOMPLETE_TASKS

  • Show (default)

  • Hide

  • Show (default)

  • Hide

  • Show (default)

  • Hide

Tasks to Finish

ORA_THINGS_TO_FINISH

  • Show (default)

  • Hide

  • Not Applicable

  • Not Applicable

Add a Task from Task Library

ORA_ACTION_ADD_LIBRARY_TASK

  • Not Applicable

  • Show (default)

  • Hide*

  • Show (default)

  • Hide*

Add a Task

ORA_ACTION_ADD_TASK

  • Not Applicable

  • Show (default)

  • Hide**

  • Show (default)

  • Hide**

Edit Checklist

ORA_ACTION_EDIT_CHECKLIST

  • Not Applicable

  • Show (default)

  • Hide

  • Show (default)

  • Hide

Force Complete a Checklist

ORA_ACTION_FORCE_CLOSE

  • Not Applicable

  • Show (default)

  • Hide

  • Show (default)

  • Hide

Remove a Checklist

ORA_ACTION_REMOVE

  • Not Applicable

  • Show (default)

  • Hide

  • Show (default)

  • Hide

  • *Based on the security privilege PER_ADD_TASK_FOR_WORKER_FROM_TASK_LIBRARY_PRIV

  • **Based on the security privilege PER_ADD_NEW_TASK_FOR_WORKER_PRIV

Task Display Properties

Using task display properties you can control the access for the assignee, owner, line manager, and other users. Whatever you configure at the task level overrides what's configured at the checklist and task type level. If you don't make a change, the default is used.

Task display property

Code

Display values for assignee

Display values for owner

Display values for line manager

Display values for other user

Task Access

ORA_DISPLAY_ACTIVITY

  • Allow (default)

  • Show

  • Hide

  • Allow (default)

  • Show

  • Hide

  • Allow (default)

  • Show

  • Hide

  • Allow (default)

  • Show

  • Hide

Attachments

ORA_DISPLAY_ATTACHMENTS

  • Allow (default)

  • Show

  • Hide

  • Allow (default)

  • Show

  • Hide

  • Allow (default)

  • Show

  • Hide

  • Allow (default)

  • Show

  • Hide

Comments

ORA_DISPLAY_COMMENTS

  • Allow (default)

  • Show

  • Hide

  • Allow (default)

  • Show

  • Hide

  • Allow (default)

  • Show

  • Hide

  • Allow (default)

  • Show

  • Hide

Contact Information

ORA_DISPLAY_CONTACT

  • Show (default)

  • Hide

  • Show (default)

  • Hide

  • Show (default)

  • Hide

  • Show (default)

  • Hide

Notes

ORA_DISPLAY_NOTES

  • Show (default)

  • Hide

  • Show (default)

  • Hide

  • Show (default)

  • Hide

  • Show (default)

  • Hide

Mark a Task as Complete

ORA_ACTION_COMPLETE

  • Show (default)

  • Hide

  • Show (default)

  • Hide

  • Show (default)

  • Hide

  • Show (default)

  • Hide

Edit a Task Due Date

ORA_ACTION_EDIT_DUE_DATE

  • Show

  • Hide (default)

  • Show (default)

  • Hide

  • Show

  • Hide (default)

  • Show (default)

  • Hide

Edit a Task

ORA_ACTION_EDIT_TASK

  • Show

  • Hide (default)

  • Show (default)

  • Hide

  • Show

  • Hide (default)

  • Show (default)

  • Hide

Reassign a Task

ORA_ACTION_REASSIGN

  • Show

  • Hide (default)

  • Show (default)

  • Hide

  • Show (default)

  • Hide

  • Show (default)

  • Hide

Mark a Task as Not Applicable

ORA_ACTION_REJECT

  • Show (default)

  • Hide

  • Show (default)

  • Hide

  • Show (default)

  • Hide

  • Show (default)

  • Hide

Remove a Task

ORA_ACTION_REMOVE

  • Show

  • Hide (default)

  • Show (default)

  • Hide

  • Show

  • Hide (default)

  • Show (default)

  • Hide

Reopen a Task

ORA_ACTION_REOPEN

  • Not Applicable

  • Show (default)

  • Hide

  • Show (default)

  • Hide

  • Show (default)

  • Hide

Send Reminder ORA_ACTION_SEND_REMINDER
  • Not Applicable
  • Show (default)
  • Hide
  • Show (default)
  • Hide
  • Show (default)
  • Hide

Task Action Labels

This table shows the action labels and code names for different task types:
Task Type Action Label Code Name
All Task Types
  • Done
  • Complete
COMPLETE_ACTION_LABEL
All Task Types Mark as Not Applicable REJECT_ACTION_LABEL
All Task Types Add To Calendar CALENDAR_ACTION_LABEL
All Task Types Save as Draft SAVE_ACTION_LABEL
Advanced Task Go to website ACTIVITY_ACTION1_LABEL
Advanced Task Go to application task ACTIVITY_ACTION2_LABEL
Advanced Task View document ACTIVITY_ACTION3_LABEL
Electronic Signature - DocuSign Sign Here ACTIVITY_ACTION1_LABEL
External URL
  • Go To Task
  • Go To Website
ACTIVITY_ACTION1_LABEL
I9 Verification - Section 1 Go To Task ACTIVITY_ACTION1_LABEL
I9 Verification - Section 2 Go To Task ACTIVITY_ACTION1_LABEL
I9 Verification - Verification Status See Status ACTIVITY_ACTION1_LABEL
I9 Verification - Verification Status Upload to DOR ACTIVITY_ACTION2_LABEL
Process Automation - Initiate Initiate ACTIVITY_ACTION1_LABEL
Process Automation - Verify Status See Status ACTIVITY_ACTION1_LABEL
Report View Document ACTIVITY_ACTION1_LABEL