Dialog Task

This shape is used in AgileXRM processes (not in AgileDialogs models) and creates a Manual Task for the participant. When the task is opened, the AgileDialog starts for the user to interact with.

When the AgileDialog is completed this activity is completed and the process continues.

Use this shape rather than one of the Manual Activities shapes (with an associated ALF form), when the user needs to be guided to complete the task.

Navigation

In AgilePoint Envision, open a process template.
Navigate to the XRM AgileDialogs 2011 stencil.
On the XRM AgileDialogs 2011 stencil, drag the DialogTask 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
ConfigureParticipants	Opens the Following Window: Participants Window - Assign Mode Purpose of this Window: Default value: ${ProcessInitiator} Click the ellipsis button to open the configuration dialog:
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:
Dialog	Opens the Following Window: Process Selector Window Purpose of this Window: This opens the Process Selector dialog for choosing which process and version to initiate.
InParameters	Opens the Following Window: Parameters Window - In Parameters Purpose of this Window: Optional This is for passing parameters to the dialog. These process variables will be available in the dialog. Click the ellipsis button to open the config window:
OutParameters	Opens the Following Window: Parameters Window - Out Parameters Purpose of this Window: Optional This is for passing parameters from Dialogs to the calling Parent Process. It is also possible to use the Update Parent Process shape in the Dialog itself to update Process Variables in the parent process, but this way it is simpler, especially when the calling process could be any or it is not known when designing the Dialog. Click the ellipsis button to open the config window:
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.