Working With Task Type Rules
Task Type Rules apply to all Tasks of the same Task Type and thus serve as a convenient mechanism to apply rules to groups of Tasks. Rules configured on the Task Type dialog propagate down to the Edit Task Dialog, appearing on the Rules tab in that dialog, in read-only form for template tasks, and copied to schedule tasks.
Available task type rules:
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Auto Approve Task : Automatically completes specified approvals only if specified conditions have been met.
Example of conditions that could apply to this rule: If attributes have specified values (including calculated attributes)
When conditions are satisfied, the specified approver levels are marked as complete, thus progressing workflow to the next approval level, or to Closed if no additional approval levels exist.
Auto Approve Task runs when the Task status changes to Open with Approver.
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Auto Submit Task: Causes a task to be submitted automatically if specified conditions are met.
When conditions are satisfied, the assignee role is marked as complete, thus progressing workflow to the first approval level, or to Closed if no approval levels exist.
Auto-Submit Task rule runs when the Task status changes from Pending to Open with Assignee.
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Prevent Task Approval: This rule prevents approval of a task based on attribute values, or other characteristics. This rule runs when the Approver clicks Approve.
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Prevent Task Submission: This rule prevents submission of a task based on attribute values, or other characteristics. This rule runs when the Assignee clicks Submit.
- Send Email on Update: This rule runs based on user
actions on the task. Hence, you must set the conditions for the rule
appropriately. The most common condition is to have a condition with the Status
attribute or the Status Detailed attribute:
- Status attribute: The only valid value that you can select is Closed. Pending, Open, and Error are all statuses that result from automated actions on the task.
- Status Detailed attribute: The valid statuses are with the approver.
To work with task type rules: