Standard Task (eForms) activity

An activity that shows an eForm when the process runs.

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.


Standard Task activity

Configure the Standard Task (eForms) activity

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

Video: Add Standard Task Activities

Video: Process Designer Overview

Video: eForms with SharePoint - Part 3

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

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

    Drag Standard Task eForms

Procedure

  1. On the Standard Task 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, Viva Engage, 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

Description:
A name for your form.
Allowed Values:
One line of text (a string).

Accepted:

  • Letters
  • Numbers
  • Spaces
Default Value:
None
Accepts Variables:
No
Example:
Refer to:

Form Description

Description:
A description for your form.
Allowed Values:
More than one line of text.
Default Value:
None
Accepts 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

Description:
Lets you choose a form layout to create a new form.
Allowed 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 Standard Task activity.

Figure: General Configuration screen

General Configuration screen

Examples

Fields

Field NameDefinition

Display Name

Description:
Specifies the activity name that shows in your process.
Allowed Values:
One line of text (a string).

Accepted:

  • Letters
  • Numbers
  • Spaces
Default Value:
None
Accepts 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

Description:
Specifies an optional text description for your activity.
Allowed Values:
More than one line of text.
Default Value:
None
Accepts Variables:
No

Time To Complete

Description:
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.
Allowed Values:
A number of minutes, hours, days, or weeks.
Default Value:
1 Day
Accepts Variables:
Yes

Priority

Description:
Specifies the importance of a task.
Allowed 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 Variables:
Yes

Enable Offline Capability

Description:
Specifies whether to make an eForm activity available in offline mode.
Allowed Values:
  • Deselected - Does not make an eForm activity available in offline mode.
  • Selected - Makes an eForm activity available in offline mode.
Default Value:
Deselected
Example:
Refer to:

Participants

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

Figure: Participants screen

Participants screen

Fields

Field NameDefinition

Details

Description:
Shows participants for the task.
Allowed 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 Variables:
Yes
Example:
Refer to:

Add Roles, Groups and Users

Description:
Specifies a category of participants to add to the task. The list of participants of the type you select shows.
Allowed Values:
  • Groups - Shows your AgilePoint groups.

    To create a group, refer to Groups.

  • Roles - Shows your AgilePoint roles.

    To create a role, refer to Roles.

  • Users - Shows your AgilePoint users.

    To add a new user, refer to Users.

Default Value:
Roles
Accepts Variables:
No
Example:
Refer to:

Search

Function:
Does a search based on the specified criteria.

The maximum number of participants to complete this task

Description:
Specifies the number of group members who need to be assigned as participants for a task.
Allowed Values:
  • An integer that specifies a number of participants within a group required to complete a task.
  • Unlimited Participants - Specifies that all members of a group are required to participate.
Default Value:
1
Example:
If the participant is set to a group of users, and Max number of people to complete this task is 2, then 2 members of the group actually are required to participate in the task.

Assign task to the same participants each time activity runs

Description:
Specifies if, when a activity runs more than one time during a process, the same participants must complete the task each time.
Allowed 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: