A task defines a step in process diagram. Tasks can be defined as user tasks or module tasks to execute automated steps in workflow. Every task has a list of actions to complete step in workflow.
For a task you can configure following:
Name (Not visible on diagram)
Name of task. Name information is not visible to users, and used to identify a task.
Caption
Caption of task. Captions are shown to users and can be localized when needed. Caption may contain the data templates expressions to replace data from data model.
Role
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 as perform scheduled operations. Depending of 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.
<Schedule Name="">
<Schedule Type="Hourly">
<Duration>00:10:00</Duration>
</Schedule>
</Schedule>
Weekly Schedule
Perform every day except sunday and saturday.
<Schedule Name="">
<Schedule Type="Weekly">
<Day>Sunday</Day>
<Day>Saturday</Day>
</Schedule>
</Schedule>