Table of Contents

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  1. Preface
  2. Introduction
  3. IDD Concepts
  4. Implementation Process
  5. IDD Configuration Manager
  6. Manual IDD Configuration
  7. IDD Global Properties
  8. Sizing and Platform Requirements
  9. Application Components
  10. IDD Security Configuration
  11. Data Security
  12. Example Role-Based Security Configuration
  13. Data Masking
  14. Siperian BPM Workflow Engine
  15. Locale Codes
  16. Troubleshooting
  17. Glossary

Data Director Implementation Guide

Data Director Implementation Guide

Task Types - Sample XML

Task Types - Sample XML

The following sample excerpt from the IDD configuration file pertains to task types (and will be referenced later in this subsection).
<!-- Task Definitions --> <taskType name="UpdateWithApproval" displayName="Update With Approval" creationType="create"> <description>Update a record and require the user to go through an approval process before completing the task. </description> <action name="SubmitForApproval"> <targetTask>ReviewNoApprove</targetTask> </action> <action name="Augment"> <targetTask>UpdateWithApproval</targetTask> </action> <action name="CancelTask"/> </taskType> <taskType name="UpdateWithOptionalApproval" displayName="Update With Optional Approval" creationType="create"> <description>Update a record and do not require the user to go through an approval process before completing the task. The approval step is optional. </description> <action name="CompleteUpdate"/> <action name="SubmitForApproval"> <targetTask>ReviewNoApprove</targetTask> </action> <action name="Augment"> <targetTask>UpdateWithOptionalApproval</targetTask> </action> <action name="CancelTask"/> </taskType> <taskType name="ReviewNoApprove" displayName="Review" defaultApproval="true" creationType="none" pendingBVT="true"> <description>Review a change and either escalate or reject it. This task does not provide an Approve option and requires at least one other person to review the changes as well. </description> <action name="Reject"> <targetTask>UpdateWithApproval</targetTask> </action> <action name="Escalate"> <targetTask>FinalReview</targetTask> </action> <action name="Reassign"> <targetTask>ReviewNoApprove</targetTask> </action> <action name="CancelTask"/> </taskType> <taskType name="FinalReview" displayName="Final Review" creationType="none" pendingBVT="true"> <description>Review a change and approve, reject or escalate it.</description> <action name="Approve"/> <action name="Reject"> <targetTask>UpdateWithApproval</targetTask> </action> <action name="Escalate"> <targetTask>FinalReview</targetTask> </action> <action name="Reassign"> <targetTask>FinalReview</targetTask> </action> <action name="CancelTask"/> </taskType> <taskType name="Merge" displayName="Merge" creationType="merge" displayType=”merge”> <description>Merge two records together.</description> <action name="Reassign"> <targetTask>Merge</targetTask> </action> <action name="CancelTask"/> </taskType> <taskType name="Unmerge" displayName="Unmerge" creationType="unmerge" displayType=”unmerge”> <description>Unmerge an XREF record from a Base Object record.</description> <action name="Unmerge"/> <action name="Reassign"> <targetTask>Unmerge</targetTask> </action> <action name="CancelTask"/> </taskType>
You can customize workflows and tasks by changing task type properties. Care should be used whenever the task definition is modified, because errors here can render tasks unusable in an IDD application. Task definition includes the following properties.

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