Creating Content Page Task or Open PDF Task

Before you start

Configuration > [Onboarding (Transitions)] Administration > Task Definitions

Here's what to do

1. Click Create.
2. Enter a code, name and description for the task.
3. Enter guidelines (optional).
4. Select a type of task.
   The type can be used to generate reports by type of task.
5. Select a priority for the task.
6. Perform one of the following series of steps.

   • In the Action field, select Display content page. In the Display Content Page field, select the content page you created that contains the personalized document list ({ContentPage.PersonalizedDocuments} variable.

   • In the Action field, select Open PDF. In the Related Source field, select the cover page you created earlier.

7. Click Save.
8. Click Activate.

What to do next

Incorporate this task into the advanced E-Offer process.