Create Intranet Task

This creates a task for a Standard User. That is a user who is in AgileXRM but is not necessarily a CRM Licensed user.

The task will be presented to the user via the Task List WebPart in SharePoint, where the user can interact with it.

Navigation

  1. In AgilePoint Envision, open a process template.
  2. Navigate to the XRM Manual Activities 2011 stencil.
  3. On the XRM Manual Activities 2011 stencil, drag the Create Intranet Task AgileShape, and drop it on the process template.
  4. To view the entire list of properties, in the Design Tasks pane, click Show Properties.

Properties for This AgileShape

Field Name Definition

QueryExpression

Opens the Following Window:
Advanced Find - QueryExpression Configuration Window

Form

Opens the Following Window:
Form Configuration Window
Purpose of this Window:
This property allows associating a form created with AgileXRM Form Designer to an activity. Click the ellipsis button to select the form when this window is opened:

Common AgileWork Properties

This AgileWork inherits the following common properties. For more information, see AgileWork - Common Setup. Note that only the relevant properties are available in AgilePoint Envision. Unneeded properties are hidden.

Name, (UID), Description, Mobile Support, Optional, Time Span, Business Time, Length, Time Unit, Work to Perform, Activity Entry Message (Email), Reminder Message (Email), Task Completed Message (Email), Task Reassigned Message (Email), Max. Participant, Participants, Reuse Participant, Audit Level, Auto Complete, Debug, Priority, SessionMode, Wait All Incoming, Wait Work Performed, Enable Lync, Reminder Message (Lync), Task Assigned Message (Lync), Task Cancelled Message (Lync), Task Completed Message (Lync), Task Reassigned Message (Lync), Configure Mobile View, ConfigureAttachments, Reference URL, Enable SMS, Reminder Message (SMS), Task Assigned Message (SMS), Task Cancelled Message (SMS), Task Completed Message (SMS), Task Reassigned Message (SMS), Configure Yammer Credentials, Enable Yammer, Reminder Message (Yammer), Task Assigned Message (Yammer), Task Cancelled Message (Yammer), Task Completed Message (Yammer), Task Reassigned Message (Yammer), AssemblyName, ClassName

BPMN Properties

Each AgileShape includes a set of BPMN properties. For more information, see Adding or Modifying BPMN Properties for an AgileShape.

Common AgileWork Tasks

Add/Remove Timer

Right-clicking the shape brings up the Add Timer menu action. Clicking it adds a timer to the shape, allowing the process modeler to add an alternative route out of the shape when the configured Time Span times out.

Right-clicking a shape with a Timer shows a Remove Timer menu action, which would remove the timer from the shape.