Create a Human Task with eForms

Video: Add Standard Task Activities

Video: eForms with SharePoint - Part 3

Video: Getting Started Training Video

Examples

• (Example) Create and Run a Process-Based Application
• (Example) Start an Absence Request Process with an eForm
• (Example) Create a Set Available Leave Hours Task with an eForm
• (Example) Create a Manager Approval Task with a Standard Task Activity
• (Example) Configure the Set Available Leave Hours Task in the Human Resources Example Subprocess
• (Example) Create a Sequential Approval Task
• (Example) Create a Parallel Approval Task
• (Example) Create a Voting-Based Approval Task
• (Example) Use Anonymous Authentication in a Process-Based App
• Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Good to Know

• In most text fields, you can use process data variables as an alternative to literal data values.

How to Start

1. On the Application Explorer screen, do one of these:
   • Open a Process.
   • Create a Process.
2. Do one of these:
   • Add an activity:
     1. In the Process Builder, in the Activity Library, open the eForms tab.
     2. On the eForms tab, drag any human task activity onto your process.
   • Change an activity:
     1. In your process, double-click your activity.
3. On the configuration screen, click Add New Form.

Procedure

1. On the Form Details screen, in the Form Name field, enter the name for your form.
2. (Optional) In the Description field, enter more than one line of text description for your form.
3. Click Next.
4. On the Choose Form Layout screen, do one of these:
   • To create a blank form, do this procedure.
     1. Select Blank Form.
   • To create a form with the form that exists, do this procedure.
     1. Select Existing Form.