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 Type Customization

Task Type Customization

Task types are highly customizable.
New task types can be created as long as the previously-described rules are followed. Existing flows can be modified by altering the values in the target task tags for a given task type. The following code snippet is an example of two-step approval process and one-step approval process.
<taskType creationType="NONE" dataUpdateType="ACTIVE" defaultApproval="false" displayName="Final Review" displayType="NORMAL" name="FinalReview" pendingBVT="true"> <description>Review a change and approve, reject or escalate it.</description> <action name="Approve"/> <action name="Reject"> <targetTask>UpdateRejectedRecord</targetTask> </action> <action name="Escalate"> <targetTask>FinalReview</targetTask> </action> <action name="Reassign"> <targetTask>FinalReview</targetTask> </action> <action name="CancelTask"/> </taskType>

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