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

Examples

(Example) Create a Sequential Approval Task
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

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.

How to Start

On the Application Explorer screen, do one of these:
- Open a Process.
- Create a Process.
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 the Sequential Tasks (eForms) activity onto your process.
- Change an activity:
  1. In your process, double-click your activity.

Procedure

On the Sequential Tasks Configuration screen, do one of these
- Select the form that exists.
- Create a new task form.
  1. Click Add New Form.
  2. Complete the fields on the Form Details screen.
    For more information, refer to Create a Human Task with eForms.
Click General Configuration .
Complete the fields on the General Configuration screen.
(Optional) If you want to let a runtime app user submit the form with anonymous authentication, click Advanced > Anonymous Access .
For more information, refer to (Example) Use Anonymous Authentication in a Process-Based App.
(Optional) When the task changes status, you can send notifications using e-mail, Yammer, Salesforce Chatter, Skype for Business, or SMS:
- To send an e-mail notification, click Advanced > E-mail Notifications .
  For more information, refer to Configure E-mail Notifications for Any Activity.
- To send a notification with Yammer, click Advanced > Yammer Notifications .
  For more information, refer to Configure Yammer Notifications for Human Tasks.
- To send a notification with Salesforce Chatter, click Advanced > Chatter Notifications .
  For more information, refer to Configure Salesforce Chatter Notifications for Human Tasks.
- To send a notification with Skype for Business, click Advanced > Skype for Business .
  For more information, refer to Configure Skype for Business Notifications for Human Tasks.
- To send a notification with SMS, click Advanced > SMS Notifications .
  For more information, refer to Configure SMS Notifications for Human Tasks.

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: (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.

General Configuration

Specifies the general information for the Sequential Tasks activity.

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 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