How Tasks Within Flow Patterns are Edited
You can create or copy a flow pattern and then add, delete, or move tasks in the flow pattern. This topic provides examples of edits you can perform to tasks in a flow pattern.
Perform these edits on the Task Sequence tab of the Payroll Flow Patterns page. For extract flow patterns, use the Refine Extracts task.
Edit Tasks
This table lists a few examples of edits you can perform and the probable impact the edits can have on the flow.
Edits |
Impact |
Examples |
---|---|---|
Add a task |
You add a task to position it as the last task in the activity or task group. Update the task sequence. If you repeat a task, rename it to make clear its purpose on the checklist. |
You add a manual verification task after each report. You rename each task with the report name. |
Delete a task |
When you delete a task you may impact subsequent tasks in the flow that depend on its results. Review the subsequent tasks. |
You delete a task. The Parameter Basis of the next task is Bind to Task and its Basis Value is the value of the deleted task. The you must update the Parameter Basis of the subsequent task as required, for example, to Bind to Flow. |
Move a task to a different activity |
The activity determines the work areas where you can submit the flow patterns you define, and controls how the checklist displays. |
You move a task in a payroll flow pattern for a report from the Payments activity to the Statutory activity. |
Reorder the list of tasks displayed in a checklist |
The sequence specified for the task further determines the task order within an activity on the checklist. |
You decide to flatten the checklist sequence to group all the tasks within a single activity.
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