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.
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 is used for identifying the task.
Caption
The caption of the task. Captions are shown to users and can be localized when needed. A caption may contain the data templates expressions to replace data from data model.
Type
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.
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.
Deadline
Configures the deadline time and action for assigned tasks to be completed automatically.
Duration
Duration of deadline after the task is assigned. Duration can be selected from the list or can be manually entered in "d.hh:mm:ss" format. Duration can also be set in the prework script in a more dynamic behaviour.
Action
Action to be selected if the deadline occurs. This option is not mandatory if the auto-completion of the task is not requested.
Send Notify
Sends notification messages about the deadline. This option is only visible when a duration is defined.
Evaluation
Configures the task to perform scheduled operations depending on the task type:
Start Point
If the task is configured as a start point, emakin periodically initiates new instances depending on the schedule and executes the evaluation script. When any action is taken, it continues to the next step of a workflow.
Normal
If the task is configured as an intermediate task, emakin periodically checks any waiting tasks and executes the evaluation script on it. When any action is taken, it continues to the next step of a workflow.
You can configure the following for evaluation:
Enabled
Check this field to enable scheduled operation.
Schedule
Schedule of evaluation.
Script
Script to execute when scheduled event occurs.
Common Schedules
Daily Schedule
Performs every day, exactly at 16:01:00.
<Schedule Name="">
<Rule Type="Daily">
<Start>16:01:00</Start>
<End>16:01:59</End>
<Invert>True</Invert>
</Rule>
</Schedule>
Weekly Schedule
Performs every day except Sunday and Saturday.
<Schedule Name="">
<Rule Type="Weekly">
<DayOfWeek>Sunday</DayOfWeek>
<DayOfWeek>Saturday</DayOfWeek>
</Rule>
</Schedule>
Performs only once on Mondays.
<Schedule Name="Weekly Leave Request Report">
<Rule Type="Weekly">
<DayOfWeek>Sunday</DayOfWeek>
<DayOfWeek>Tuesday</DayOfWeek>
<DayOfWeek>Wednesday</DayOfWeek>
<DayOfWeek>Thursday</DayOfWeek>
<DayOfWeek>Friday</DayOfWeek>
<DayOfWeek>Saturday</DayOfWeek>
</Rule>
<Rule Type="Daily">
<Start>09:05:00</Start>
<End>09:05:59</End>
<Invert>True</Invert>
</Rule>
</Schedule>
Yearly Schedule
Performs every 1st day in all months (Example: 20XX-XX-01)
<Schedule Name="">
<Rule Type="Yearly">
<Day>1</Day>
</Rule>
</Schedule>
Performs at the beginning of the 4th month of every year (Example: 20XX-04-01)
<Schedule Name="">
<Rule Type="Yearly">
<Month>4</Month>
</Rule>
</Schedule>
Performs on the 10th day of a 4th month of every year (Example: 20XX-04-10)
<Schedule Name="">
<Rule Type="Yearly">
<Day>10</Day>
<Month>4</Month>
</Rule>
</Schedule>
Annual Schedule
Performs on a yearly basis. It basically excludes the date given and runs the scheduled task every day except the given one.
<Schedule Name="">
<Rule Type="Annual">
<Date>2000-02-25T00:00:00.0000000+00:00</Date>
</Rule>
</Schedule>
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.