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The actions for a Task configure which actions a user can take when that task is executed. Each action will appear in the footer of the application as a button. The Text, Icon and Button Type of the button can be configured.
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| The Outcome of an Approve action may be the Completed Task whereas the Reject action may take the Form back to the original Creation or a specific Review task. |
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Click the image below to see more details about Task Actions |
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Data Updates
This option is when you are configuring the workflow to support multiple tasks in one level running in parallel. When tasks are running in parallel, there is possibility that when one user saves the application, it could overwrite what another user is doing at the same time. To prevent this, each Task can be configured only to update a specific section of the data model.
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When parallel tasks are configured, this option enforces a lock on the form so that multiple people cannot attempt to open and execute the same task. After a user has opened the Task, any other users will get a warning that the form is currently locked and no actions will be made available to them.
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| - Completion Field
This is a boolean field in the Data Model that is used to determine when the task has been completed.
Audit Log Comments Field
This is a field in the Data Model that is used to write a comment into the Audit Log when the task is actioned.
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When using this with parallel tasks, the field in the Data Model MUST be inside the structure configured in the Data Model Updates section of the Task. If the field is outside the configured structure, the comment will not be saved. |
- Attachments
This option allows for form level attachments to be supported. If checked, the Attachments button will appear at the bottom left of the toolbar.
- Number Range
If the form is configured to use a SAP Number Range to assign a unique number to each instance of the form, this option informs the platform that when this Task is processed, the Number Range should be queried and associated with the instance of the form. Reasons why this would not unchecked would be for situations where a Draft versions should not yet assign a number.
- No Revision
When checked, this task will not create and track any revisions at this level. You may not want the Draft level to create unnecessary revisions of the data.
- Hide in Process Flow
This option will hide this specific task from the Process Flow diagram.
- Terminating Task
This indicates whether the Task is at the end of the workflow, example Complete or Rejected. The task will be displayed differently in the Process Flow diagram.
Status Override
In the MyForms application, the status of the form is normally taken from the Level. If there are multiple tasks within a level, this Status Override will allow a developer to configure a different status depending on the specific Task that is active.
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In situations with parallel task execution, it may not always be possible to determine the exact task and the Level status will be used instead. |
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