Create Manual Task

This shape is used for creating a CRM Task activity. The Task Owner will be the user/team that the task is assigned to (i.e. Participant), and the Regarding field will be the Main Entity of the process.

This shape can optionally have an AgileLightForm (ALF form) associated with it. This permits creating activity-based forms, which have all the fields necessary for carrying out this task by the user.

When the task is Marked as Completed in CRM, the process continues.

Other fields including any custom fields in the Task entity can be updated using the Activity Properties property.

Navigation

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

Properties for This AgileShape

Field Name	Definition
ActivityProperties	Opens the Following Window: Set Additional Activity Properties Window Purpose of this Window: Optional Click the ellipsis button to open the configuration dialog which can be used to update any activity fields including custom fields:
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:
OwnerID	Definition: When an activity is assigned to a Queue, this is the ID ( systemuserid) of the Owner of the activity record
Subject	Definition: This sets the subject field of the activity in CRM, this value can be either static or dynamic. Clicking the ellipsis button opens a window for setting the subject content: This window accepts dynamic values by typing these special characters ${ which opens the Schema Selector Dialog
TaskDescription	Definition: This sets the value of the description field in the CRM activity. Clicking the ellipsis button opens a window for setting the description content. This window accepts dynamic values by typing these special characters ${ which opens the Schema Selector Dialog

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.