(Example) Create a Manager Approval Task with a Standard Task Activity

To create a manager approval task with an eForm with a Standard Task activity, do the procedure in this topic.

Target Result

When you complete this example procedure, the finished eForm will look like this.



Good to Know

Procedure

  1. On the eForms tab, drag the Standard Task (eForms) activity onto your process.


  2. On the Standard Task Configuration screen, select the Create Absence Request eForm.

    This step is a shortcut to complete the configuration for the activity. This is not the eForm to use for this task.



  3. Click Next.
  4. The General Configuration screen opens.


  5. In the Display Name field, enter Manager Approval.


  6. Click Next.
  7. On the Participants screen, drag a participant that has the manager role onto the Details list.


  8. Click Standard Task Configuration .
  9. On the Standard Task Configuration screen, click Add New Form.


  10. On the Form Details screen, in the Form Name field, enter Manager Approval.


  11. Click Next.
  12. On the Choose Form Layout screen, click Existing Form.


  13. Click Next.
  14. On the Select Existing Form screen, select Set Available Leave Hours.


  15. Click Finish.
  16. The eForm Builder shows the existing form that you selected.


  17. On the eForm Builder screen, click Save .


  18. In the Save quick menu, click Save and Check In .
  19. The eForm Builder screen closes and the Standard Task Configuration screen shows in the Process Builder.


  20. Click OK.
  21. The Process Builder shows the process model with the Manager Approval standard task.