Managing Task Details

Task Details display when you open the task instance.

About the Task Details Page

The task details page shows information about a particular task instance.

The Task Details page contains information about a specific task instance. Depending on the status of the task, and the role of the person logged in, the task details page may show the following buttons:

• Release - Releases the task, setting it from Assigned to Unassigned so that it can be claimed by other potential owners.

• Delegate - Assigns a task exclusively to another potential owner, who then becomes the actual owner.

• Set Priority - Updates the priority of a task.

• Set Due Date - Updates the task’s due date.

• Request Information - Requests more information from the task initiator or, if the task initiator is unavailable, another participant.

• Submit Information - Sends more information back to the task owner.

• Invite Participant - Adds a new potential owner.

• Remove Participant - Removes an existing potential owner.

• Cancel - Cancels a task.

• Renew - Renews an expired task.

• (Approval tasks only) Approve - Approves the task, setting the state to Completed.

• (Approval tasks only) Reject - Rejects the task, setting the state to Completed.

• (Action tasks only) Save - Saves the task without completing it.

• (Action tasks only) Complete - Completes a task, setting the state to Completed.

• (Action tasks only) Set Outcome - Updates the outcome of an action task.

• Claim - Claims a task, setting it from Unassigned to Assigned and changing the current user to the actual owner.

• Comment - Adds a comment to the task.

• Update Parameter - Updates a parameter in the task.

• Exclude Participant - Excludes a participant from participating as a potential owner of the task. This operation is only allowed if the logged-in user is a business administrator for the task. The task details page also shows comments users make and a log of changes for the task.

Typically, you set up one task details page for each task definition. This ensures you can customize the task details page to include information relevant for the specific task definition.

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

Configuring the Task History

Configure the Task History from the Task Definition.

The task history logs events for an individual task. You can view the task history on the task details page.

To configure the task history:

1. Select an application.

2. Navigate to the Task Definitions page:

   1. On the application home page, select Shared Components.

   2. Under Workflows and Automations, select Task Definitions.

3. Click on the task definition.

4. Navigate to the Actions section.

5. Click the pencil icon next to an action to edit the action.

6. Under Error Handling, navigate to Log Messages When.

7. Choose from the available options:

   • None (Default) - No action is logged in the task history.

   • Success - Only successful actions are logged in the task history.

   • Failure - Only failed actions are logged in the task history.

   • All - All actions are logged in the task history.

8. Repeat this step for each action.