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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.
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.
View and/or edit filter-resource assignments by Task List filter
After adding a filter resource to the Workflow model, you can use the Filter Editor display to view the resources currently associated with a filter, as well as associate additional resources with the filter and/or break the association between the filter and one or more resources.

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.
      - Configure Task List filter assignments and criteria
        After adding a filter resource to the Workflow model, you must configure the filter by associating it with the applicable personnel classes, users, computers, and/or pieces of equipment, and specifying the applicable predefined filter criteria. Through a combination of assignments and criteria selection and configuration, you determine the conditions under which a filter is displayed in Task List, as well as the tasks or tasks steps that are displayed when an operator enables a filter.
      - View and/or edit filter-resource assignments by Task List filter
        After adding a filter resource to the Workflow model, you can use the Filter Editor display to view the resources currently associated with a filter, as well as associate additional resources with the filter and/or break the association between the filter and one or more resources.
      - View and/or edit filter assignments by resource
        After adding a filter resource to the Workflow model, you can use the Filter Assignments display to view the filters currently associated with a given resource, as well as associate additional filters with the resource and/or break the association between the resource and one or more filters.
      - Configure category filtering
        You can filter the Task List by preconfigured categories. These categories organize concepts or features into groups. When you apply category filters, you focus information within your Task List.
    - 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.
    - 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

View and/or edit filter-resource assignments by Task List filter

After adding a filter resource to the Workflow model, you can use the Filter Editor display to view the resources currently associated with a filter, as well as associate additional resources with the filter and/or break the association between the filter and one or more resources.

Before you begin

You must already have added the filter resource to the Workflow model as well as added the related resources to personnel classes, equipment, users, and computers to perform this procedure.

Procedure

In the navigator, click Workflow > Filters.
Select the filter resource that you want to configure.
In the Displays panel, click Workflow Management > Filter Editor.
Click the Assignments tab.
The tab lists the resources currently associated with the filter.

From the Assignments tab, edit the resources associated with Task List the filter as required.

To...	Do this...
Associate additional resources with the filter	Click Add. The Universal Browser appears. From the navigator, select the model that contains the type of resource you want to associate with the filter, and then select a resource. Click OK. The Assignments tab refreshes to display a listing for the newly associated resource.
Break the association between the Task List filter and one or more resources	Select the resource listing. Click Remove. The Assignments tab refreshes to reflect removal of the filter.