Start a Process with an External Form

Good to Know

• Use a Start Task activity only if this is the first activity in your process. If you have other activities before the form, use the Standard Task (eForms) activity or Standard Task (External Forms) activity..
• In most text fields, you can use process data variables as an alternative to literal data values.
• Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

How to Start

1. On the Application Explorer screen, do one of these:
   • Open a Process.
   • Create a Process.
2. In the Process Builder, in the Activity Library, open the External Forms tab.

Procedure

1. On the External Forms tab, drag the Start Task (External Forms) activity onto your process.
2. On the General Configuration screen, in the Display Name field, enter the name you want to show in your process. For standard task activities, this name also shows in the participant's task list.
3. (Optional) In the Description field, enter more than one line of text description for your activity.
4. (Optional) In the Time to Complete section, set the allowed time limit for your task.

   If a task takes more time than you specify, it goes into Overdue status. A task shows as Overdue in the participants' task list. You can also set more actions — send an e-mail notification, for example.

   Set your limit as a number of time units — for example, 2 hours or 3 days.

   1. In the time units list, select your time unit — for example, Days, Hours, or Minutes.
   2. In the Enter the Variable field, enter your number of time units. For example, if you enter 3, the activity will expire in 3 Days, Hours, or Minutes, as you specified in the time units list.

      You can use Process Variables screen for this value.

   3. To set a limit on your expiration to your hours of operation, select My Organization's Business Time.
5. In the External form to be associated with this task field, select the form your participants will use to complete the field.