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 box 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:

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.

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.

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.

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.

To work with task type rules:

  1. On the Home page, click the Application, and then Task Manager.
  2. Click the Task Types tab on the left Task Type tab.
  3. Click a task type and then click Edit.
  4. Select the Rules tab. You can view the following information:
    • Order—The order of precedence.

    • Rule—Name of the Rule

    • Conditions—The choice of what conditions must exist before running the rule

  5. To edit a rule, on the Rules tab, click Edit and update:
    • Rule— Select a rule.

    • Description—Optional. Explain why you configured the rule and how should be used.

    • Message (On some rules)

      • Message to Approver—Define an optional message to approver in a prevent task approval rule.

      • Message to Assignee—Define an optional message to assignee in a prevent task submission rule.

    • Approver Level—Select the rule for all levels or select the Approver levels.

      Note:

      The Approver Level must be set on the Auto Approve Task rule, and the Prevent Task Approval rule.

    • Select Create Filter and populate the conditions section or select Use Saved Filter, and then select a filter. The filter selected and configured for the rule determines the conditions that trigger the rule to apply.

    • Conditions—Select one:

      • Use Saved Filter—The Conditions section displays a read-only version of the conditions associated with the saved filter.

      • Create Filter—The Condition section is enabled.

        Conjunction, Source, Attribute, Operand, and Value behave as they do for the existing advanced filter feature.

    • Filter Task—Specify on which task the conditions should be selected: Current Task, Any Predecessor, Specific Task (Provide the Task ID).