Dynamic Task Pool (eForms) activity

An activity that specifies a group or role as the participant for a form made with eForms. When users are added to or deleted from the group or role while the process runs, the process operations include the changes.


Dynamic Task Pool activity

Configure the Dynamic Task Pool (eForms) activity

To configure the Dynamic Task Pool (eForms) activity, do the procedure in this topic.

Video: Create Your First eForm

Examples

Prerequisites

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 Process Builder, in the Activity Library, open the eForms tab.

    Open eForm tab
  3. On the eForms tab, drag the Dynamic Task Pool activity onto your process.

    Drag Dynamic Task Pool Task eForms

Procedure

  1. On the Dynamic Task Pool 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. Add or change participants for your task on the Participants screen.
  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, or SMS:

Form Details screen

Creates a human task form for an app.

Form Details screen

Configures a human task form.

Figure: Form Details screen

Form Details screen

Fields

Field NameDefinition

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.

Choose Form Layout screen

Lets you choose the layout for your form.

Figure: Choose Form Layout screen

Choose Form Layout screen

Fields

Field NameDefinition

Form Layouts
Function:
Lets you choose a form layout to create a new form.
Accepted Values:
  • Blank Form - Lets you create a new form using blank form layout.
  • Existing Form - Lets you create a new form using the form that is available in your app.
Default Value:
Blank Form

General Configuration

Specifies the general information for the Dynamic Task Pool activity.

Figure: General Configuration screen

General Configuration screen

Fields

Field NameDefinition

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

Participants

Specifies the people, groups, or roles assigned to a human task.

Figure: Dynamic Group Participants screen

Dynamic Group Participants screen

Fields

Field NameDefinition

Details
Function:
Shows participants for the task.
Accepted Values:
  • Any user, group, or role - You can add users, groups, or roles as participants, as long as ProcessInitiator is also included in the list.
  • A process data variable.
  • ProcessInitiator - This is a process data variable for that represents a participant who completes a form to start a process instance. This value is required for start tasks.
Default Value:
  • ProcessInitiator - For start tasks.
  • None - For other tasks.
Accepts Process Data Variables:
Yes
Example:
Refer to:

Add Roles, Groups and Users
Function:
Specifies a category of participants to add to the task. The list of participants of the type you select shows.
Accepted Values:
Default Value:
Roles
Accepts Process Data Variables:
No
Example:
Refer to:

Search
Function:
Does a search based on the specified criteria.

Assign task to the same participants each time activity runs
Function:
Specifies if, when a activity runs more than one time during a process, the same participants must complete the task each time.
Accepted Values:
  • Selected - If an activity is runs more than one time, the same participants who took assignment the first time are also assigned the task each time after.
  • Deselected - If an activity is runs more than one time, any participants can take assignment each time.
Default Value:
Selected
Example:
Ann is part of a group, and takes assignment for a task. She rejects the task. If this field is selected, the next time the process starts this task, the same user, Ann is assigned the task. If this field is deselected, the task goes back into the pool, and anyone in the group can take assignment.

Also refer to: