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.
Parent topic: Managing Approvals
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.
Parent topic: Managing Task Details
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:
See Also:
Parent topic: Managing Task Details
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:
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.
Parent topic: Managing Task Details
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:
Parent topic: Managing Task Details