Load Balancing Task (eForms) activity

Form Name

Function:

A name for your form.

Accepted Values:

One line of text that can have spaces.

Default Value:

None

Accepts Process Data Variables:

No

Example:

Refer to:

• (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) Create a Sequential Approval Task
• (Example) Create a Parallel Approval Task
• (Example) Create a Voting-Based Approval Task

Form Description

Function:

A description for your form.

Accepted Values:

More than one line of text.

Default Value:

None

Accepts Process Data Variables:

No

Next

Opens this Screen:

Choose Form Layout screen

Function of this Screen:

Lets you choose the layout for your form.

Display Name

Function:

Specifies the activity name that shows in your process.

Accepted Values:

One line of text that can have spaces.

Default Value:

None

Accepts Process Data Variables:

No

Example:

This is a common configuration field that is used in many examples. Refer to:

• 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.

Description

Function:

Specifies an optional text description for your activity.

Accepted Values:

More than one line of text.

Default Value:

None

Accepts Process Data Variables:

No

Time to Complete

Function:

Specifies the maximum amount of time that should be allowed for the completion of the task associated with this activity before it is considered Overdue. This is a combination of a number of minutes, hours, days, or weeks.

Accepted Values:

A number of minutes, hours, days, or weeks.

Default Value:

1 Day

Accepts Process Data Variables:

Yes

Priority

Function:

Specifies the importance of a task.

Accepted Values:

• High - Specifies a high priority task. A high priority task shows High icon.
• Normal - Specifies a normal priority task. A normal priority task shows Normal icon.
• Low - Specifies a low priority task. A low priority task shows Low icon.

Default Value:

Normal

Accepts Process Data Variables:

Yes

Details

Function:

Shows participants for the task.

Accepted Values:

• Any user, group, or role - You can add users, groups, or roles as participants, as long as ProcessInitiator is also included in the list.
• A process data variable.
• ProcessInitiator - This is a process data variable for that represents a participant who completes a form to start a process instance. This value is required for start tasks.

Default Value:

• ProcessInitiator - For start tasks.
• None - For other tasks.

Accepts Process Data Variables:

Yes

Example:

Refer to:

• (Example) Configure Dynamic Task Pool Activity and Load Balancing Activity

Participant Type list

Function:

Specifies a category of participants to add to the task. The list of participants of the type you select shows.

Accepted Values:

• Groups - Shows your AgilePoint groups.

  To create a group, refer to Create a Group.

• Roles - Shows your AgilePoint roles.

  To create a role, refer to create a role.

• Users - Shows your AgilePoint users.

  To add a new user, refer to Add a New User.

Default Value:

Groups

Accepts Process Data Variables:

No

Example:

Refer to:

• (Example) Configure Dynamic Task Pool Activity and Load Balancing Activity

Search

Function:

Does a search based on the specified criteria.

The maximum number of participants to complete this task

Function:

Specifies the number of group members who need to be assigned as participants for a task.

Accepted Values:

• An integer that specifies a number of participants within a group required to complete a task.
• Unlimited Participants - Specifies that all members of a group are required to participate.

Default Value:

1

Example:

If the participant is set to a group of users, and Max number of people to complete this task is 2, then 2 members of the group actually are required to participate in the task.

Assign task to the same participants each time activity runs

Function:

Specifies if, when a activity runs more than one time during a process, the same participants must complete the task each time.

Accepted Values:

• Selected - If an activity is runs more than one time, the same participants who took assignment the first time are also assigned the task each time after.
• Deselected - If an activity is runs more than one time, any participants can take assignment each time.

Default Value:

Selected

Example:

Ann is part of a group, and takes assignment for a task. She rejects the task. If this field is selected, the next time the process starts this task, the same user, Ann is assigned the task. If this field is deselected, the task goes back into the pool, and anyone in the group can take assignment.

Also refer to:

• (Example) Configure Dynamic Task Pool Activity and Load Balancing Activity

Allow Task to be Released Back to Pool

Function:

Lets the task be put back in the pool to assign to a different participant.

Accepted Values:

• Selected - Lets the task go back to the pool.
• Deselected - The assigned participant must either complete the task, or the task must be Reassigned to a specified user.

Default Value:

Selected