A task defines a step in the process diagram. Tasks can be defined as user tasks or module tasks to execute automated steps in a workflow. Every task has a list of actions to complete the step in a workflow.
For a task you You can configure the following properties for a task:
Name (Not visible on diagram)
Name of the task. Name information is not visible to users , and used to identify a is used for identifying the task.
Caption
Caption The caption of the task. Captions are shown to users and can be localized when needed. Caption A caption may contain the data templates expressions to replace data from data model.
RoleType
Name of Roles, assigned to task. Tasks may share same roles if assigned to same users, If not specified task is assigned to initiator of workflow.
Instructions
Instructions are for showing users descriptive text about a task. For example: "Please review expense payment request." for approval task in workflow.
Instructions can be written with data template expressions to replace data from data model.
Prework
Script to be executed before task assigned to role. Please refer Prework Script section for more details.
Postwork
Script to be executed after task is completed. Please refer Postwork Script section for more details.
Options
List of task options. Task options are provides quick accessible to following task properties:
If property enabled related icon is highlighted, task properties are not limited to options icons, Please use context menu to access more advanced properties.
Notification
Configures the notification to be send at task when assigned to users. This notification is disabled by default.
Send Notify Message
Check this field to send notification message.
Template
Template of notification. This option visible only when one or more message template defined.
First Reminder
After task is assigned, configures the reminder notification if task still is not completed. By default 30 minutes is set.
Duration
Duration of first reminder after task is assigned. Duration can be selected from list or can be manually entered in "d.hh:mm:ss" format.
Template
Template of reminder. This option visible only when one or more message template defined.
Repeating Reminder
After task is assigned or first reminder is sent, configures the repeating notification until task is complete. By default this notification is disabled.
Please use this property with caution, sending too much messages degrades the importance of notifications.
Duration
Duration of repeating reminders. Duration can be selected from list or can be manually entered in "d.hh:mm:ss" format.
Template
Template of reminder. This option visible only when one or more message template are defined.
Deadline
Configures the deadline time and action for assigned tasks to complete automatically.
Duration
Duration of deadline after task is assigned. Duration can be selected from list or can be manually entered in "d.hh:mm:ss" format. Duration also can be set in prework script in more dynamic behavior.
Action
Action to be selected if deadline occurs. This option is not mandatory if auto completion of task is not requested.
Template
Template of notification message about deadline. This option only visible when one or more message template defined.
Watchers
Configures the watcher role for assigned task. Watcher role is similar to role script they cannot perform any operation on task. Watched tasks are labelled with "Watched" label in user worklists and used for task notification and monitoring purposes.
Watcher Role
Role to assign as watcher.
Send Notify Message
Check this field to send a notification message for watchers.
Template
Template of notification content. This option visible only when one or more message template are defined.
Form
Configures the form to be show and form section states. If not specified task uses the default form from pool settings but can be change at task level.
Evaluation
Configures the task to perform scheduled operations. Depending on the task type, performs following:
Start Point
If task is configured as start point emakin periodically initiates new instances depending on schedule and executes the evaluation script. When any action taken, it continues to next step on workflow.
Normal
If task is configured as intermediate task, emakin periodically checks any waiting tasks and executes the evaluation script on it. When any action taken, it continues to next step on workflow.
For evaluation you can configure following:
Enabled
Check this field to enable scheduled operation.
Schedule
Schedule of evaluation.
Script
Script to execute on scheduled event occurs.
Common Schedules
Hourly Schedule
Perform every on 10 minutes.
| Code Block | ||||
|---|---|---|---|---|
| ||||
<Schedule Name="">
<Schedule Type="Hourly">
<Duration>00:10:00</Duration>
</Schedule>
</Schedule> |
Weekly Schedule
Perform every day except sunday and saturday.
| Code Block | ||||
|---|---|---|---|---|
| ||||
<Schedule Name="">
<Schedule Type="Weekly">
<Day>Sunday</Day>
<Day>Saturday</Day>
</Schedule>
</Schedule> |
Daily Schedule
Perform every day, exactly at 16:01:00.
...
| language | xml |
|---|---|
| title | Hourly |
...
Type of the task. A task can be Normal or Module.
Is Start Point?
Specifies the task if it is the start point of workflow or not.
Is Case Handler?
When you click this option, the task-related form is used in the case.
Instructions
Enter the descriptions for the task. The explanations will appear in the notification/reminder e-mails, under the form title and in the tasks falling on the job lists.
Role
The role to which the task will be sent is selected.
Allow Forwarding?
Click to permit users else to assign.
Is Hidden?
Click to hide the relevant task from users with reading permission. This feature can be used in starting tasks.
Delayed Execution
Check this field to process the task in delayed context. By default, Emakin executes task steps in a synchronized context until the task is assigned to a user or the workflow is completed. If you check this field, the workflow engine temporarily stops execution at the task and commits the current state to the database. The remaining execution is performed in another transaction. In some cases, you may need to use this field to ensure saving the current state and perform the remaining operations in another error-checking context.
Prework
The script which is executed before the task is assigned to the role. Please refer to the Task Prework Script section for more details.
Postwork
The script which is executed after the task is completed. Please refer to the Task Postwork Script section for more details.
Condition to Initiate
XPath expression to evaluate task allowed to initiate. XPath expression is evaluated from the active case profile.
Delayed Execution
Check this field to process the task in a delayed context. By default, Emakin executes task steps in a synchronized context until the task is assigned to a user or the workflow is completed. If you check this field, the workflow engine temporarily stops execution at the task and commits the current state to the database. The remaining execution is performed in another transaction. In some cases, you may need to use this field to ensure saving the current state and perform the remaining operations in another error-checking context.
Variables
List of the overridden Pool variables in a task scope. Please refer to the pool page for more information.
Forms
This feature can be used to set the form to default, enabled, hidden or disabled status for each task. The forms feature becomes available after determining an element in the form design part. You can decide section status for every process step.
- The default state inherits the rules from to form. Example; formatting and conditional rules.
- Enabled state permits entering new information or changing the information in the section.
- Hidden state hides section when related task run.
- Disabled state shows a related section in the form, but it doesn't permit adding new information or changing existing information in the section.