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..


Sequential Tasks activity

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

Good to Know

How to Start

  1. Open Process Builder.

    For information about how to open this screen, refer to Process Builder.


    Open Process Builder
  2. In the Process Builder, in the Activity Library, open the eForms tab.

    Open eForm tab
  3. On the eForms tab, drag the Sequential Tasks activity onto your process.

    Drag Sequential Task eForms

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.
  4. (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.

  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.

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 Sequential 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