Specify Task Node Properties

Task nodes allow users to direct the path of the record. There must be one positive connection and/or one negative connection coming out of a Task node. Use a Task node when your business rules call for an affirmative or negative user response. Use the Task Node Properties dialog box to specify Task properties when you configure nodes.

To specify properties for a Task node:

  1. On the toolbar, click the Go To menu. Select Configuration > Workflow > Workflow Designer. The Workflow Designer application opens to the List Tab.

  2. On the toolbar, click the New Process button . A new process opens in the Canvas Tab with a Start node and a Stop node in place. New processes open with the Enabled? and Activated? check boxes not selected. Nodes within processes must be in this status for configuration.

Note: If you want to configure nodes on processes that are currently Enabled and Activated, click the Create Revision icon on the toolbar. A new revision of the process opens with the Enabled? and Activated? check boxes not selected and the revision number adjusted to the next available. Make the modifications to the nodes as needed and enable and activate the process. The system deactivates and disables the original process and activates and enables the new process automatically.

  1. From the Workflow Designer toolbar select the Move/Add tool icon , click and hold the blue Task icon, drag it to the canvas and drop it.

You can adjust the position of the node at any time using the Move/Add tool icon to drag and drop the node. The system automatically names the node when it is initially placed on a canvas using the type of node and the number of the node in the process. For example, if you place a Task node on the canvas and it is the third node placed there, the system names this node Task 3. By default, the system places a Start node and a Stop node on the canvas when you open a new process. The first node you drop to a canvas is the third node placed there.

Note: The Task node is the only node that requires Role association.

  1. On the Workflow Designer canvas right-click, or double-click the task node. The Task Node Properties dialog box opens.

  2. In the Assignments section of the Task Node Properties dialog box, click the New Row Button. The Assignments pane opens.

  3. Click the Lookup button of the Role ID field and click Select Value. The Select Value dialog box opens listing the applicable Role IDs. Select an applicable Role ID.

  4. Click the Select Value icon on the Application field. Select an application from the list provided.

  5. In the Notifications section of the Task Node Properties dialog box, click the New Row button. The Notifications dialog box opens.

  6. Click the Lookup button of the Communication Template field and click Select Value. The Select Value dialog box opens listing the applicable Communication Templates. Select a Communication Template.

  7. Click the Select Value icon on the Communication Template field. Select a Communication Template from the list provided.

  8. Click OK. The system links the actions to the nodes.

  9. Click Save Process . The system saves the Workflow Process.