ActiveVOS® Setup Guide

10.5

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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.

Click

Business Entity

Tasks

, and then select

Task Types

Select the task type.

In the tree view panel, select

Task Action Configuration

, and then click

Create

Specify a name for the task action configuration and configure whether users are prompted for comments or attachments.

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

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.

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.

Click

Apply

The subfolder for the task action configuration appears in the tree view panel.

Optionally, configure task actions.

If you do not configure task actions, the task action configuration applies to all task actions.

In the tree view panel, select the subfolder for the task action configuration.

The

Business Entities

Roles

, and

Task Actions

nodes appear.

Select

Task Actions

, and then click

Create

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

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.

Click

Apply

The task action node appears.

Optionally, configure additional task actions.

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.

In the tree view panel, select

Business Entities

, and then click

Create

In the properties panel, from the

Business Entity

list, select a type of business entity.

Optionally, select additional types of business entities.

Click

Apply

The business entity node appears.

Optionally, select user roles to associate with the task action.

If you do not select roles, the task action configuration applies to all roles.

In the tree view panel, select

Roles

, and then click

Create

In the properties panel, in the

Roles

list, select a role.

Click

Apply

The role node appears.

Optionally, create additional roles.

Publish the changes to the MDM Hub.

Click

Publish

A confirmation dialog box appears that prompts you to publish or review the changes.

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.

Configuring Task Types

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Table of Contents

ActiveVOS® Setup Guide

ActiveVOS® Setup Guide

Step 3. Create Task Action Configurations for a Task Type

Step 3. Create Task Action Configurations for a Task Type