Table of Contents

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  1. Preface
  2. Introduction
  3. Configuring the Data Director Application
  4. Establishing a Root Node
  5. Defining the Business Entity Model
  6. Configuring Business Entity Properties
  7. Configuring Reference Entity Properties
  8. Transforming Business Entities and Views
  9. Managing Many-to-Many Relationships
  10. Configuring Search
  11. Configuring Workflow Tasks and Triggers
  12. Configuring Security and Data Filters for Business Entities
  13. Integrating Data as a Service
  14. Configuring External Calls
  15. Designing the Data Director User Interface
  16. Localizing Data Director
  17. Provisioning Tool Frequently Asked Questions

Configuring Task Types

Configuring Task Types

You can create task types and configure which user roles can claim or be assigned tasks. For each task type, you can create task action configurations. Task action configurations control whether users must add a comment, attach a file, or reassign the task when performing a task action. Also, you can configure custom messages for task actions that appear when task actions are triggered.
To configure task types, perform the following actions:
  1. Create a task type, and configure whether users can attach files when they edit the task details.
  2. Configure the user roles that can claim or be assigned tasks.
  3. Create task action configurations, and configure the comment, attachment, reassignment settings, and custom message for the task action.

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