Mobile View Configuration Window - Task Options Tab

Specifies the user input options for a task on a mobile device.



Prerequisites

  • The user interface for this feature is available in English only.
  • AgilePoint Server installed in Windows Service mode.

Navigation

  1. In AgilePoint Envision, open a process template.
  2. Drag any AgileWork, and drop it on the process template.
  3. To view the entire list of properties, in the Design Tasks pane, click Show Properties.
  4. On the Mobile View field, click the Ellipses button.
  5. On the Mobile View Configuration window, click the Task Options tab.

Field Definitions

Field Name Definition

Enable Mobile View

Definition:
Specifies whether users can view the task associated with the AgileWork on a mobile device.
Allowed Values:
  • Selected - Features are enabled to support mobile devices.
  • Deselected - Features are not enabled to support mobile devices.

    If you have set up a mobile view, and then deselect this option, your options are saved.

Default Value:
Deselected

Heading to display for form submission options

Definition:
Specifies the text you want to display above the participant's task options.
Allowed Values:
A single line of text
Default Value:
Complete Task
Custom Attributes:
Yes

Select which action type fits best to complete the task

Definition:
Specifies the type of action that occurs when a user submits the task on a mobile device.
Allowed Values:
  • Accept/Reject - The user can select an option to accept or reject the task.
  • Acknowledge - The user acknowledges the task when it is completed.
  • None - The user submits the form, and the task is completed with no further updates to the process data.
Default Value:
Accept/Reject

If _ is _, that means _

Definition:
Specifies the attributes to set and their values, depending upon the user input.
Allowed Values:
  • If _ - A custom attribute or schema node to display on the mobile device.
  • is _ - Text representing the values that display on the mobile device for the user to select. For example, the values for Accept and Reject can could display as Yes and No instead.
  • that means _ - The actual value that is set for the variable defined after If _. This could be text, such as True, or it could be another variable.
Default Value:
None
Custom Attributes:
Yes
Example:
Suppose there is a request a manager must review, and the response type is Accept/Reject. Based on the form data, the manager will either choose to either Approve or Deny the request. Behind the scenes, this action sets the custom attribute ${ManagerResponse}, which takes a simple Boolean value of True or False.

The If _ is _, that means _ fields would be completed as follows:

  • If ${ManagerResponse} is Approve, that means True.
  • If ${ManagerResponse} is Deny, that means False.

Schema

Opens the Following Window:
Select XPath from Attributes Window
Purpose of this Window:
Enables you to select a schema node from the XML schema for your process.

To activate the Schema button, select the row you want.

Display comments field for submitter

Definition:
Specifies whether to display a text entry field for comments on a mobile device.
Allowed Values:
  • Deselected - A comments field is not displayed on the mobile device.
  • Selected - A comments field is displayed on the mobile device.
Default Value:
Deselected

Store comments in this process attribute

Definition:
Specifies a custom attribute or schema node where the comments submitted on the mobile device are stored.
Allowed Values:
  • A custom attribute
  • An xpath to a process schema node.
Default Value:
None
Custom Attributes:
Yes

Common Configuration Tasks