19.6.4 Managing Task Details

Task Details are displayed when you open the task instance.

• About the Task Details Page
  The task details page shows values for a particular task instance.
• Editing the Task Details Page
  Edit the Task Details Page using Page Designer.
• Adding the Add Potential Owner Button
  Add the Add Potential Owner button to a task details page so business administrators can add one or more potential owners to the task instance.
• Adding the Cancel Button
  Add the Cancel button to a task details page so the user who initiated the task can cancel a task that is no longer needed.

19.6.4.1 About the Task Details Page

The task details page shows values for a particular task instance.

The Task Details page contains information about a specific task instance. APEX generates the task details page when you create a task definition. By default, the task details page contains the following buttons for actioning tasks:

• Approve - Approves the task, setting the state to Completed.
• Reject - Rejects the task, setting the state to Completed.
• Claim - Claims a task, setting it from Unassigned to Assigned and changing the current user to the actual owner.
• Delegate - Assigns a task exclusively to another potential owner, who then becomes the actual owner.
• Release - Releases the task, setting it from Assigned to Unassigned so that it can be claimed by other potential owners.
• Priority - Updates the priority of a task.
• Add Comment - Adds a comment to the task.

You can add additional buttons to the task details page through Page Designer:

• Add Potential Owner - Adds another user as a potential owner.
• Cancel - Cancels the task, setting it to Completed.

19.6.4.2 Editing the Task Details Page

Edit the Task Details Page using Page Designer.

The Task Details Page is a generated page that you can customize according to your requirements. It displays when the task is selected on the Unified Task List Report.

To edit a Task Details page:

1. Select the application.
2. In Page Designer, select the Task Details page:
   You can also find the Task Details Page URL in the Task Definition.
3. Edit the Task Details in Page Designer.

See Also:

Editing Pages in Page Designer

19.6.4.3 Adding the Add Potential Owner Button

Add the Add Potential Owner button to a task details page so business administrators can add one or more potential owners to the task instance.

If you enable the Add Potential Owner button on the Task Details page, Business Administrators can add one or more potential owners to an existing task instance. Although there are many ways this feature could be configured, this example supposes you create a new region with a text field to specify the new potential owner.

To add the Add Potential Owner button:

1. Select the application.
2. In Page Designer, select the Task Details page:
   You can also find the Task Details Page URL in the Task Definition.
3. Create a new region titled Add Potential Owner.
   1. Add a Button to the region. Under Identification, set the Button Name to ADD_POTENTIAL_OWNER.
      For more information on creating buttons, see Creating a Button.
   2. Add a Text Field item to the new region named P2_ADD_POTENTIAL_OWNER, and set the label to Add Potential Owner.
4. In the Processing tab, right-click Processes and select Create Process.
5. Under Identification:
   1. Name - Add Potential Owner.
   2. Type - Select Human Task - Manage.
6. Under Settings:
   1. Type - Select Invite Participant.
   2. Task ID Item - P2_TASK_ID.
   3. To User Item - P2_ADD_POTENTIAL_OWNER.
7. Under Execution Options, ensure that the Sequence is prior to Set Success Message and Close Dialog. This can be done by either setting the Sequence manually, or by dragging the process upwards in the Processing tab.
   Note that the default position for Cancel Task is after the existing Set Success Message and Close Dialog processes. If this sequence is not updated, the task is not canceled even when configuration is otherwise correct.
8. Under Server-side Condition, set When Button Pressed to ADD_POTENTIAL_OWNER.
9. Configure the rest of the Process.
   For more information, see Creating Page Processes.
10. In the Rendering tab, click the Add Potential Owner button.
11. Under Server-side Condition:
    1. Type - Expression
    2. Language - PL/SQL
    3. PL/SQL Expression -
       In this example, :P2_TASK_ID is the value of the task id variable.

       apex_approval.is_allowed (
           p_task_id => :P2_TASK_ID,
           p_operation =>
       apex_approval.c_task_op_add_owner)

12. Click Save.

At runtime, when the Business Administrator uses this button to add a new potential owner to a task, note that this changes the list of participants for a particular task instance only. The list of participants in the underlying task definition does not change.

19.6.4.4 Adding the Cancel Button

Add the Cancel button to a task details page so the user who initiated the task can cancel a task that is no longer needed.

If you enable the Cancel button on the Task Details page, the user who initiated the task can also cancel the task. The canceled state is final, and no further actions or operations can be performed on the canceled task.

To add the Cancel button:

1. Select the application.
2. In Page Designer, select the Task Details page:
   You can also find the Task Details Page URL in the Task Definition.
3. Create a Button.
   1. Under Identification, set the Button Name to CANCEL_TASK.
   2. Add the button to an existing region or create a new region for the button.
   For more information on creating buttons, see Creating a Button.
4. In the Processing tab, right-click Processes and select Create Process.
5. Under Identification:
   1. Name - Specify the name of the process.
   2. Type - Select Human Task - Manage.
6. Under Settings:
   1. Type - Select Cancel.
   2. Task ID Item - P2_TASK_ID
7. Under Execution Options, ensure that the Sequence is prior to Set Success Message and Close Dialog. This can be done by either setting the Sequence manually, or by dragging the process upwards in the Processing tab.
   Note that the default position for Cancel Task is after the existing Set Success Message and Close Dialog processes. If this sequence is not updated, the task is not canceled even when configuration is otherwise correct.
8. Under Server-side Condition, set When Button Pressed to CANCEL_TASK.
9. Configure the rest of the Process.
   For more information, see Creating Page Processes.
10. In the Rendering tab, click the Cancel Task button.
11. Under Server-side Condition:
    1. Type - Expression
    2. Language - PL/SQL
    3. PL/SQL Expression -
       In this example, :P2_TASK_ID is the value of the task id variable.

       apex_approval.is_allowed (
           p_task_id => :P2_TASK_ID,
           p_operation => apex_approval.c_task_op_cancel)

12. Click Save.