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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.
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.
Select a task automatically within a form during workflow execution using client methods
You can set a task or task step to be selected automatically in the Task List during run time by configuring client methods with the Set Selected Task feature.

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.
      - Set a workflow to automatically start another workflow during execution
        You can use Auto Select in a workflow with a Start Workflow or Start Schedule activity in order to use this activity to kick off another workflow and immediately select it.
      - Select a parallel task step automatically during workflow execution
        You can set a task or task step to be selected automatically in the Task List during run time by configuring workflow activities with the Auto Select feature.
      - Select a task automatically within a form during workflow execution using client methods
        You can set a task or task step to be selected automatically in the Task List during run time by configuring client methods with the Set Selected Task 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.
    - 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

Select a task automatically within a form during workflow execution using client methods

You can set a task or task step to be selected automatically in the Task List during run time by configuring client methods with the Set Selected Task feature.

Procedure

From the navigator, click Global Displays > Forms.
Add a form, or from the Forms list, select an existing form.
Click Display Editor > Designer.
Click the Client Methods tab.
Click Add.
A client method appears in the list.
Select the client method, and then click the Properties tab to configure the method.
In the Source field, click the ellipsis button.
The Configure Method dialog box appears.
Configure the properties, as required.

Note: To view the full list of properties, select the Advanced check box.
Select one of the following client methods, and then click Finish.
- To automatically select a task at the workflow level, click Set Selected Task.
- To automatically select a task step at the subprocess level, click Set Selected Task Step.
Based on the source selected, configure the following property.
- If you set a task, in the Task Name field, enter the related name.
- If you set a task step, in the Task Step Name field, enter the related name.
If required, create an expression or perform a bind to set parameter values.
Click Save.