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Building and Configuring Workflows
Task Configuration
Task Configuration
The workflow configuration panel in the Workflow Editor allows you to configure task details, properties, parameters, variables, events, namespaces, and data sources for workflows.
Linked Documents
You can link documents or web sites in workflow tasks, subprocess task steps, and schedule tasks. If the document is defined at the task level, it is visible in all task steps.
Add and configure workflow linked documents

Workflow Products Documentation

Building and Configuring Workflows
- Workflow Design Basics
- Workflow Foundations
- Task Management for Administrators
- Task Configuration
  - Task Configuration
    The workflow configuration panel in the Workflow Editor allows you to configure task details, properties, parameters, variables, events, namespaces, and data sources for workflows.
    - Developing a web form for a workflow
      This tutorial shows how you can design, develop, and use a web-based form, then add it to a simple workflow for use by an operator working in the Task List.
    - Task List Filters Configuration
      Users can perform context sensitive filtering in the Task List, which focuses a list of tasks or task steps on specific criteria.
    - Task Assignments
      Task assignments include routing workflow task to a location or personnel resource depending on the requirement of the workflow.
    - Continuously Looping Workflows
      You can configure a workflow to run the preprocess through the postprocess logic in a continuous loop.
    - Task Name
      Task Name is a general read property that is available at the workflow level.
    - Highlight Color
      Highlight Color is a general writable property that you can use to emphasize a task or task step during run time. When viewing these tasks during run time, you will observe a bar of color on the task that you set a color against.
    - Configuring Electronic Signatures
      To include a signature with a task/task step action or a form, add personnel with the authority to sign and verify forms. By default, all signatures are configured at the workflow level.
    - Automatic Task Selection
      Auto Select is a read property that is available at the workflow level. You can set a task to be selected automatically in the Task List during run time by configuring client methods or workflow activities with the Auto Select feature.
    - Parameters
      Parameters are used to pass data into and out of a workflow or subprocess, so that they can interact with other workflows and subprocesses.
    - Local Variables
      Local variables are used as local data sources that are available to the running workflow during the lifetime of the workflow instance.
    - Data Items
      Data items are data bound to data sources that are external to the current workflow. If the data item has a defined data type, then the data item acts as a local variable of that data type.
    - External Events
      External events allow the workflow or subprocess to use events defined outside of the workflow.
    - Namespaces
      A namespace is a logical design-time naming convenience, used mainly to define scope in an application and organize classes and other types in a single hierarchical structure.
    - Linked Documents
      You can link documents or web sites in workflow tasks, subprocess task steps, and schedule tasks. If the document is defined at the task level, it is visible in all task steps.
      - Remove a workflow linked document
      - Add and configure workflow linked documents
    - Work Instructions
      The Work Instructions tab is where you can input detailed instructions for a person performing a task or task step.
    - Configuring Operator Task List Actions
      Operators can perform a variety of actions with a task or task step, such as assigning priority, entering expiration reasons, cancelling, performing jumps, acquiring and releasing the task, and reassigning task steps.
- Task Step Configuration
- Global Subprocesses
- Basic Activities
- Schedules
- Faults
- Test Workflows
- Debug Workflows
- Track Data
- Web Services Service Provider
- Legacy Workflow Web Service
- Categories
- Completion Codes
- Actuals
- REST APIs

Add and configure workflow linked documents

Before you begin

Tip:

Mobile-sized Task List only: To view Microsoft Office 2007 and later documents inside an Internet Explorer browser window, add a registry patch.
Web Task List only: To open embedded documents, set the URI for each link to an absolute path, save documents in a folder on a server, and give the folder share permissions.

Prerequisites: Add a resource to the workflow model

Procedure

In the navigator, click Workflow.
In the Folders list, select a resource type, such as Workflows, Subprocesses, Schedules, User Activities, Categories, Completion Codes, Faults, or Filters.
In the resource type list, select a resource.
In the Displays panel, click Workflow Management > Workflow Editor.
Click the Workflow Editor tab.
From the workflow configuration panel, click the Task Details tab.
In the Linked Documents area, click Add.
In the Name field, enter a unique name for the file or web site you are attaching.
The default entry is LinkedDocument1, and so on.
In the URL/UNC Text field, enter the text that will be displayed to the user when the task is running.
In the URL/UNC field:
- Click the ellipsis button to open the Browse window to attach a document.
- Enter the absolute path or full web site address for the document you are attaching.
In the Visible field, click the first arrow, and then select either True or False.
If required, create an expression or perform a bind to set parameter values.
To view the document or web site, click Preview.
Click Save.