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English
  • Multidomain MDM 10.5 HotFix 3
  • All Products

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. Configuring Hierarchy and Network Relationships
  10. Creating Match Rule Sets
  11. Configuring Search
  12. Configuring Tasks
  13. Configuring Security and Data Filters for Business Entities
  14. Configuring the Content Security Policy
  15. Integrating Data as a Service
  16. Configuring External Calls
  17. Designing the Data Director User Interface
  18. Localizing Data Director
  19. Appendix A: Provisioning Tool Frequently Asked Questions

Provisioning Tool Guide

Provisioning Tool Guide

Back Next

Step 3. Create Task Action Configurations for a Task Type

Step 3. Create Task Action Configurations for a Task Type

You can configure whether users must add a comment, attach a file, or reassign the task when they perform a task action. You can create multiple task action configurations with different comment, attachment, and reassignment settings for each configuration.
  1. Click
    Business Entity
    Tasks
    , and then select
    Task Types
    .
  2. Select the task type.
  3. In the tree view panel, select
    Task Action Configuration
    , and then click
    Create
    .
  4. Specify a name for the task action configuration and configure whether users are prompted for comments or attachments.
    1. In the properties panel, enter a name for the task action configuration in the
      Name
       field.
      For example, to design a task action configuration for the Disclaim action, enter
      Disclaim
      .
    2. To control whether users must attach a file and whether users are prompted for attachments, select one of the following options from the
      Attachment
       field:
      Option
      Description
      Disabled - Do not prompt users (Default)
      Users are not prompted for attachments. Attachments are disabled.
      Optional - Prompt users
      Users are prompted for attachments, but they can choose whether to attach a file.
      Required - Prompt users
      Users are prompted for attachments and must attach a file.
    3. To control whether users must add a comment and whether users are prompted for comments, select one of the following options from the
      Comment
       field:
      Option
      Description
      Optional - Do not prompt users (Default)
      Users are not prompted for comments. To add a comment, users can open the
      Task Details
       dialog box.
      Optional - Prompt users
      Users are prompted for comments, but they can choose whether to add a comment.
      Required - Prompt users
      Users are prompted for comments and must add a comment.
    4. Click
      Apply
      .
      The subfolder for the task action configuration appears in the tree view panel.
  5. Optionally, configure task actions.
    If you do not configure task actions, the task action configuration applies to all task actions.
    1. In the tree view panel, select the subfolder for the task action configuration.
      The
      Business Entities
      ,
      Roles
      , and
      Task Actions
       nodes appear.
    2. Select
      Task Actions
      , and then click
      Create
      .
    3. In the properties panel, enter the name of a task action in the
      Task Action
       field. The name must match the task action names defined in the ActiveVOS workflow.
      For example, to associate the Disclaim action with the task action configuration, enter
      Disclaim
      .
      The following table describes task actions for the default task types:
      Task Actions
      Description
      Task Type
      Approve
      User agrees with the proposed changes.
      AVOSBeFinalReview
      Cancel
      User disagrees with the proposed changes.
      AVOSBeMerge
      AVOSBeUpdate
      AVOSBeUnMerge
      Disclaim
      User can no longer work on the task.
      AVOSBeFinalReview
      AVOSBeMerge
      AVOSBeReviewNoApprove
      AVOSBeUpdate
      AVOSBeUnMerge
      Escalate
      User agrees with the proposed changes and wants to send them for approval.
      AVOSBeReviewNoApprove
      Merge
      User agrees with the merge preview.
      AVOSBeMerge
      Reject
      User disagrees with the proposed changes.
      AVOSBeFinalReview
      AVOSBeReviewNoApprove
      Submit for Approval
      User agrees with the proposed changes and submits the proposed changes for approval.
      AVOSBeUpdate
      Unmerge
      User agrees with the unmerge preview.
      AVOSBeUnMerge
    4. Optionally, in the Action Message field, enter a message that appears when the task action is triggered.
      If you do not enter a message, the default message associated with the task action appears when the task action is triggered.
      The default messages have the following format:
      You are about to <task action name> this task.
      Example: You are about to cancel this task.
    5. Click
      Apply
      .
      The task action node appears.
    6. Optionally, configure additional task actions.
  6. Optionally, select business entities to associate with the task action.
    If you do not select business entities, the task action configuration applies to all types of business entity records.
    1. In the tree view panel, select
      Business Entities
      , and then click
      Create
      .
    2. In the properties panel, from the
      Business Entity
       list, select a type of business entity.
    3. Optionally, select additional types of business entities.
    4. Click
      Apply
      .
      The business entity node appears.
  7. Optionally, select user roles to associate with the task action.
    If you do not select roles, the task action configuration applies to all roles.
    1. In the tree view panel, select
      Roles
      , and then click
      Create
      .
    2. In the properties panel, in the
      Roles
       list, select a role.
    3. Click
      Apply
      .
      The role node appears.
    4. Optionally, create additional roles.
  8. Publish the changes to the MDM Hub.
    1. Click
      Publish
      .
      A confirmation dialog box appears that prompts you to publish or review the changes.
    2. Review the changes or publish without a review.
      • To publish without a review, click
        Publish
        .
      • To publish after a review, click
        Review Changes
         and follow the instructions that appear on the screen.
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