This shape is used in AgileXRM processes (not in AgileDialogs models) and creates an Internet 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 the Internet Manual Task shape (with an associated ALF form), when the user needs to be guided to complete the task.
This shapes creates a task for an External User (a user which is not in the Active Directory of the organization).
These users are CRM Contacts and have a corresponding Username and Password stored in custom AgileXRM fields of the Contact entity.
These users are identified in AgileXRM as a single user called [ DOMAIN ] \EXTERNALUSER.
The task will be presented to the user via the Task List WebPart in SharePoint, where the user can interact with it.
Navigation
- In AgilePoint Envision, open a process template.
- Navigate to the XRM External Connector stencil.
- On the XRM External Connector stencil, drag the Internet Dialog Task AgileShape, and drop it on the process template.
- To view the entire list of properties, in the Design Tasks pane, click Show Properties.
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.
