Configuring Human Tasks
You can configure the assignment of the human task, the form to use to display its information, the title and summary to identify it, its due date and priority, the number of reminders to send to its assignees, and the action to take when it reaches a certain deadline.
Assign Human Tasks
You can assign the human task to a specific user, to a group of users, to the users in a certain role, or to the same user that already acted on the instance for a certain role. You can also use expressions to calculate the user, group or shared role.
Use Forms to Display Task Information
You can configure the human task to use a specific form to display the information the user needs to view or complete to perform the task assigned to them. You can use an already existing form, or create a new one.
When you implement a human task with a form, data association is automatically performed when a form is selected:
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If the data object already exists, then that one is used.
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If the data object with the same name doesn’t exist, then the first data object of the same type is used.
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If there’s no data object of the same type, then a new data object is automatically created. New data objects use this naming convention:
<form-name-starting-in-lower-case>DataObject<n>
where
n
is a number added to avoid duplicate names. -
Name restrictions for data objects and forms are similar, so no special treatment is required.
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After data association is performed, you’re notified with a message below the form input box.
Once a form is associated with a human task, you can open the form by selecting the task, clicking Menu , and selecting Open Form.
See Work in the Web Forms Editor.
Note:
When you copy and paste a human task anywhere within your BPM process, the associated form is not copied.
Use an External UI to Display Task Information
You can configure a human task to use an external form for displaying the information a user needs to view (or supply) in order to complete the task.
- In the process editor, select a human task, click Menu and select Open Properties.
- In the Properties pane, click Browse and select an existing external UI connector from the resulting dialog. All external UI connectors within the application appear in the dialog.
- To add a new external UI connector, click Add next to the Form field, and select New External UI. See Create an External UI Connection for details.
- From the Data Association window, assign necessary values to path parameters, query parameters, and custom payload attributes that you need to pass to the external application.
Define an Approval Pattern
Approval tasks let you define an approval pattern by specifying actions. By default, the actions APPROVE and REJECT are already specified. However, you can also define custom actions, such as HOLD and MOREINFO.
Configure the Title and Task Summary
You can specify a title to identify the human task, and a summary to describe it. The title and the summary appear in the user’s task list, so that they can easily identify the human task they’re looking for without having to view the details. You can specify the title and the summary using plain text, or generate it using expressions.
Configure the Due Date and Priority
You can specify a due date and a priority for a human task. After the due date is reached, the human task is marked as overdue.
Bypass the Approval Chain
You can bypass the approval chain for a specified action on approval type human tasks. For example, if you set the Approvers to be All Assignees in sequence and the second of four approvers rejects the task, you can use this feature to bypass the remaining two approvers.
Configure Reminders
You can send reminders to the assignees of a human task. You can specify the number of reminders to send, and the event that triggers the reminder.
Configure Task Expiration, Renewal, or Escalation
You can configure a human task to never expire, to expire after a certain time, to renew the expiration time, or to escalate after a certain time passes.
Override Documents Folder Access
You can override the default folder access for each specific human task in a business process.
The Documents tab of the Implementation pane lists the folders that are available for the human task and allows the user to override the default settings, as shown.
Specify Task Actions Shown to Users
Specify the task actions available to end users for a human task in runtim.
Assign Custom Properties to Structured Process Activities
Interested in assigning values to process activities for use in runtime? Begin by defining properties and assigning them fixed values in design time, then use a process metadata REST API endpoint in runtime to access the assigned values.