Task edit – general

(Verify)

Saves the form settings and checks whether they are correct and returns feedback for the user on errors and suggested solutions.

(Create form)

Creates a new form record or document type, depending on which block the button is clicked. This is practical if you are not sure how a certain form, e.g. 1200, looks like, as clicking this button opens the selected form.

(Mandatory inputs...)

Opens the Mandatory inputs... window and the name of the form selected in the Form field. Here, you can specify the mandatory fields to be entered on the selected form.

(Wizards)

Clicking the button and selecting the Show details... option opens the Approval window. Here, you can see all the details of the block (task).

Title

Define the name of the task.

Description

Describe the content of the task in detail.

You can add variables from the Variables section to the field using the drag&drop method. The variables will be listed in the task description that is displayed to the selected user.

Assigned to

From the drop-down list, specify the user or group of users who are responsible for carrying out the workflow task.

If several persons are responsible for the task, the task is created for each person separately. Tasks are independent of each other, so each person has to complete his or her own task. You can select from all created users and groups that are available in the Administration Panel Console, including:

• Current user – When a workflow is started and a task is created, for which the current user is responsible, the user who started the workflow receives a notification about the task.
• Task user – The task is assigned to the user specified in the TaskUser variable or in the Select user block.

For more information about users, see the chapter Select user.

Form

Select the PANTHEON form from which the variables will be transferred to the workflow. The drop-down list box displays the names of all currently open PANTHEON forms.

Template

From the drop-down list, you can select a template that you have previously created on the PANTHEON form. The field can be left blank.

Mand. input

Include mandatory inputs that have been created from templates. The field can be left blank.

Name

Define an any name for the status (decision) you want to add to the workflow.

Completion

if checked (), the job with that status is marked as completed. Multiple statuses can be specified to indicate the completion of a task.

Hidden

if checked (),

Sequence

Define the sequence in which the statuses (decisions) are displayed during the execution of the task.

Link

Define the action to be carried out when the linked status is selected. Actions of the linked form are available (e.g. buttons, reports, etc.).

Sequence

Define the sequence in which the actions are to be carried out.

Data

Enter a note/details on the link.

Required

If checked, this action is considered required.

Task does not expire

If selected, the task never expires automatically. It can only be terminated by the user when the task is completed. This option is selected by default.

Expiration term

Define the expiration term of the task. If the user has not completed the task before the term expires, the status of the task automatically changes to completed.

The expiration term can be specified in the following units:

• Days
• Weeks
• Months
• Hours
• Minutes
• Seconds

Expiration date/time

Define the exact time when the task is due to expire.

Date template

Enter the date template. Here are some examples of date templates:

• dd + W.mm.yyyy – Today if it is a working day or the next working day (d + š equals d + 0W).
• dd-š / mm / yyyy – Today if it is a working day or a predominantly working day (d-š equals d-0W).
• d + 1W / mm / llll – Next working day after today.
• dd - 1W.m.yyyy – Last working day before today.
• dd + 6W.mm.yy – Forty-sixth working day after today.
• yyyy-mm-dd + 5 + 7W – Today plus five days and then you get a seventh working day.
• dd-5W + 3 mm.yyyy – Today minus five working days and then plus three days.
• ddp + 10W.mm.yyyy – Tenth working day of the current month.
• ddz-10W.mm.yyyy – Tenth working day before the end of the current month.
• ddp + 14 + 2W.mm.yyyy – Working day after the first two weeks of the month.
• If you need to specify the fifteenth (15th) of the month or the next working day (if the 15th is a public holiday), you can use the following template: ddp + 14 + w.mm.yyyy

Custom date/time expression

Use the programming code to enter the expression of the date specified in the fields Expiration term or Expiration date/time. If any of the above radio buttons is selected, this radio button is not selected.
If this radio button is selected, you can further edit the program code or date expression or enter a new expression.

Expiration status

Define the status that will be used when the task expires and its status automatically changes to completed. In the drop-down list, all statuses that have the Completion property selected are displayed.

Name

The name of the task variable. If the line contains a workflow variable, this field is empty.

Value

The value of the variable.

HINT You can set the value of a variable in different ways. For more information, see the chapter Adding and editing variables.

Value

The value of the variable in a text field. The text field can be expanded by clicking the (letter A) icon.

Workflow variable

The name of the workflow variable. If the line contains a task variable, this field is empty.

HINT This field enables you to link a workflow variable to a task variable. This means that when the workflow is started, this variable is transferred from the workflow to the task and vice versa.

Source

The source (type) of the variable, which can be one of the following:

• Task – Task variable that is visible only in this block.
• Workflow – Workflow variable that is visible in the entire workflow.

Group

Groups are used to group variables in a meaningful way to make variables easier to use and to simplify the search for variables.

You can select one of the following groups from the drop-down list:

• None () – Label for variables without a group.
• Parameters (P) – Includes variables that are downloaded from forms and used to transfer data between forms.
• Data exchange (D) – Includes variables that are downloaded from templates and used to transfer data between forms.
• Stored values (S)
• Task status (T)

Split by capital letters

Changes the way the data in the fields Name and Workflow variable in the Variables table are displayed. A space is added before capital letters to make it easier to read.