Start Task (External Forms) activity
An activity that that shows an external forms that lets a user start a process.
Use a Start Task activity only if this is the first activity in your process. If you have other activities before the form, use the Standard Task (eForms) activity or Standard Task (External Forms) activity.

Configure the Start Task (External Forms) activity
To configure the Start Task (External Forms) activity, do the procedure in this topic.
Good to Know
- In most text fields, you can use process data variables as an alternative to literal data values.
- This section shows the configuration settings on the configuration screens for this activity. Other configuration settings apply to human task activities. For more information, refer to:
- Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?
How to Start
- Open Process Builder.
For information about how to open this screen, refer to Process Builder.
- In the Process Builder, in the Activity Library,
open the External Forms tab.
- On the External Forms
tab,
drag the Start Task
activity onto your process.
Procedure
- Complete the fields on the General Configuration screen.
- Click Participants
- Add or change participants for your task on the
Participants screen.
For more information, refer to Add Participants to a Human Task with External Forms.
- (Optional) When the task changes status, you can send notifications using e-mail, Yammer, Salesforce Chatter, or
SMS:
- To send an email notification, click
Advanced
> Email 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 SMS, click Advanced
> SMS Notifications
.
For more information, refer to Configure SMS Notifications for Human Tasks.
- To send an email notification, click
Advanced
- (Optional) If you want to configure your task to show on a mobile device, click Advanced
> Mobile View
.
For more information, refer to Mobile View.
General Configuration
Specifies the general information for the Start Task activity.

Fields
Field Name | Definition |
---|---|
Display Name |
|
Description |
|
Time To Complete |
|
Priority |
|
Enable Offline Capability |
Participants

Fields
Field Name | Definition |
---|---|
Details |
|
Add Roles, Groups and Users |
|
Search |
|
The maximum number of participants to complete this task |
|
Assign task to the same participants each time activity runs |
|