Manual Tasks
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Manual Tasks
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Duration
The total time allowed for the task, before overdue e-mails are sent.
Fixed
A fixed duration can be defined.
From index data
The date at which the task becomes overdue can be set using a date field.
User Info
The User Info field is mandatory. Enter a description as to what the user should perform (e.g. Review the attached invoice). This text will appear at the top of the task window when the user opens the task. If the Display as Checklist checkbox is selected, the User Info will have a checkbox next to it.
Options
Do not send notification e-mails
E-mail notifications, even if defined, will not be sent out.
Do not send overdue e-mails
Overdue e-mail notifications, even if defined, will not be sent out.
Disable Delegation
The task can not be delegated to other users to complete.
Request re-authentication when finishing task
The user's login credentials will be required before the task can be completed.
Allow instance processing in Therefore™ Navigator
Checking this box allows the workflow task to be processed directly from the Therefore™ Navigator without opening the instance in the Therefore™ Viewer.
Action Order
This tab is only available when more than one transition comes out of a manual task. This order will be the order that the user sees in Therefore™ Viewer when processing a workflow task. The item order can be adjusted by selecting an item and clicking the Move Up or Move Down buttons.
It is also possible to dynamically filter which options a user can see by adding conditions.
Assign To
User/ Groups (radio button)
The task can be assigned to a user or group of users.
User must choose from these Users/ Groups (checkbox)
This option can be used for manual tasks that come from another manual task. If this is checked, a dialog will be displayed once the user has completed the preceding task where they will need to choose a user or group from the defined list
Example:
There are 2 manual tasks: Task1 and Task2. The Users/ Groups check box is selected when designing Task2 and the relevant users and groups are assigned. Then at run-time, when a user completes Task1, they will be asked to specify a user/ group for Task2.
Allow to select more than one User/ Group (checkbox)
If this is checked, the user required to assign the next task, is allowed to select more than one User/Group.
Expand groups on assignment (radio button)
This is generally used in conjunction with the previous checkbox. If this is checked, the user at run-time will be presented with all the users in the group to choose from. A possible use on its own would be in conjunction with a user-split task where the task should be assigned in parallel to all the users in a group.
User from Index Data Field (radio button)
The task will be assigned to the user or group defined in the chosen index field at run-time.
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Note:
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Index Field Permissions
The Index Field Permissions tab allows permissions on index fields to be changed for a specific workflow step. For example, if the contract status is generally set to read-only, but should be editable in one specific workflow step.
Grant permission to all index data fields (checkbox)
If this check box is selected, all the index fields are combined into a single object and the permission will be transferred to all index fields.
Permissions can be set to:
<Default> - This is the default setting and will take the permission from the setting in the category.
Read - This permission allows the user to see the index value.
Read & Change - This permission allows the user to see and change the index value.
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Note:
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