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.


Parallel Tasks activity

Configure the Parallel Tasks (eForms) activity

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

Video: Create Your First eForm

Examples

Good to Know

  • The functionality for the Parallel Tasks and Sequential Tasks activities are included in the Advanced Task activity. The Parallel and Sequential Tasks activities exist to support apps created in older versions of AgilePoint NX and AgilePoint BPMS. If you are creating a new app, or changing an existing app, use the Advanced Task activity.

    For more information, refer to Advanced Task (eForms) activity.

  • In most text fields, you can use process data variables as an alternative to literal data values.
  • Use a Standard Task activity only if you do not want the form to start the process. If you want your form to start the process, use the Start Task (eForms) activity or Start Task (External Forms) activity.
  • If you assign a task to a new participant, and then that participant releases the task back to the pool, and the participant to whom the task was originally assigned is removed from the pool.

    This applies only to the current process instance.

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.
  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 runtime app 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.

Figure: Form Details screen

Form Details screen

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 the Parallel Tasks activity.

Figure: General Configuration screen

General Configuration 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:
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 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.

Figure: Parallel Tasks screen

Parallel Tasks screen

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.