Sequential Tasks (eForms) activity

An activity that, when the process runs, shows a form made with eForms that must be completed by 1 or more participants in order. The activity is designed to be used as part of a loop in a process, so that the process flow returns to this activity until a sufficient number of participants have completed the task, or until some other condition ends the loop, and the process continues..



Configure the Sequential Tasks (eForms) activity

To configure the Sequential 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 Sequential Tasks (eForms) Sequential Tasks icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.

Procedure

  1. On the Sequential 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. (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.

  5. (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