Creating component manual tasks

A component manual task interrupts a component process until manual intervention is done. To create a component manual task, add a manual step to a component process and select a notification template.

About this task

A task-interrupted process remains suspended until the targeted user or users respond. Typically, manual tasks are removed after the process is tested or automated.

Similar to approvals, triggered tasks notify targeted users. Affected users can respond (approve or reject) by using the Work Items pane (see Work items). Unlike approvals, manual tasks are incorporated within a component process.

Procedure

  1. Open a component process in the process editor.
  2. From the Utility Steps folder, add a Manual Task step to the process.
  3. In the Edit Properties window, specify the following properties for the step:
    Name
    Specify a name for the step.
    Users
    Specify the users who can approve this task.
    Groups
    Specify the groups that can approve this task.
    Template name
    Specify a notification template. These templates map to the notification scheme used by the application (see Notifications). If a scheme is not specified, the default scheme is used.
    Properties
    Optionally, add one or more properties to the task. You can use these properties later in the process just like output properties from other steps.
    Require comment
    Select this check box to require the approver to add a comment before resuming the process.
    Comment prompt
    Optionally, specify a prompt for the comment.
  4. Click Save to save the properties for the step.
  5. Include the manual task in the process as with any other step.
  6. Save the process.

Results

Now when you run the process, the process pauses at this step, sends a notification, and waits for approval before continuing. To approve the task and resume the process, click the Respond link for the step in the process log, click Approve, and then click Submit. You can also resume the process from the Work Items tab.

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