Parallel Tasks (eForms) activity

An activity that specifies a set of forms made with eForms that must be completed before the process can go forward. This activity is usually used to request approval for a task from a group of approvers that can change.



Configure the Parallel Tasks (eForms) activity

To configure the Parallel Tasks (eForms) activity, do the procedure in this topic.

Video: Create Your First eForm

Good to Know

How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open the eForms eForms icon tab.
      2. On the eForms eForms icon tab, drag the Parallel Tasks (eForms) Parallel Tasks icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.

Procedure

  1. On the Parallel Tasks Configuration screen, do one of these
  2. Click General Configuration General Configuration icon.
  3. Complete the fields on the General Configuration screen.

    For more information, refer to Configure General Options for a Human Task (eForms) Activity.

  4. Click Participants Participants icon
  5. Complete the fields on the Parallel Tasks screen.

    For more information, refer to Configure Parallel Approvals for eForms.

  6. (Optional) If you want to let a form user submit the form with anonymous authentication, click Advanced Advanced icon > Anonymous Access Anonymous Access icon.

    For more information, refer to (Example) Use Anonymous Authentication in a Process-Based App.

  7. (Optional) ​When the task changes status, you can send notifications using e-mail, Yammer, Salesforce Chatter, Skype for Business, or SMS:

Form Details screen

Configures a new human task form.



Fields

Field Name Definition

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:

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.

General Configuration

Specifies the general information for an eForm activity.

Screen



Fields

Field Name Definition

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:
Refer to:

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

My Organization's Business Time

Function:
Specifies to use your work calendar for date calculations.
To Open this Field:
  1. On the Email Notifications screen, click the Reminder tab.
Accepted Values:
  • Deselected - Uses your work calendar for calculations.
  • Selected - Does not use your work calendar for calculations.
Default Value:
Deselected
Example:
The Business Time field is set as selected, and business hours of work calendar are configured as 9 AM to 5 PM. If the task with completion time 8 hours is entered at 1 PM on Monday, then the task must be completed by 12 PM on Tuesday.

Priority

Function:
Specifies the importance of a task.
Accepted Values:
  • High - Specifies a high priority task. A high priority task shows High High icon icon.
  • Normal - Specifies a normal priority task. A normal priority task shows Normal Normal icon icon.
  • Low - Specifies a low priority task. A low priority task shows Low Low icon icon.
Default Value:
Normal
Accepts Process Data Variables:
Yes

Parallel Tasks

Connects a list of parallel tasks with their participants.



Fields

Field Name Definition

Participant Type list

Function:
Specifies a category of participants to add to the task.
Accepted Values:
  • Users - Shows your AgilePoint users.

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

Default Value:
Users

Search

Function:
Does a search based on the specified criteria.

Parallel Tasks

Function:
Specifies the user to whom the task is assigned.
Accepted Values:

You can specify only one user name in the Parallel Tasks field. You cannot specify more than one participant, such as a group of users, or a user role for the task at a time. However, you can add more than one instance of the task, each with a different participant assigned.

Default Value:
None
Accepts Process Data Variables:
No

eForms

Function:
Specifies the name of the eForm task that shows in a participant's task list.
Accepted Values:
A valid eForm task.
Default Value:
None
Accepts Process Data Variables:
No

Create eForm Create eForm icon

Opens this Screen:
Form Details screen.
Function of this Screen:
Configures a new human task form.

For more information, refer to Create a Human Task with eForms.

Add Row Add Row icon

Function:
Adds a row for Parallel Tasks and eForms where you can specify parallel tasks, and assign participants to complete them.

Delete Delete icon

Function:
Deletes the row.