Process Task Step

The Process Task Step is used to assign tasks to users for actions such as approval or completion of a specific task in the workflow. The Process Task Step is essential for workflows that require user intervention, approvals, or manual processing at specific points.

The step configuration side panel consists of the below configuration tabs. Details about configuring commonly used tabs are included in the Common Steps Configuration section and since the Process Task step has some tab-specific instructions, are also captured below.

The configuration unique to the Process step is explained below.

• General tab

• Task tab

• Input Fields tab

• Actions

• Email tab

And in the Advanced mode, additionally:

• Pre-Actions

• Data Setup

• Advanced tab

General Tab

The General tab configuration aligns with the instructions specified in the Commons workflow settings section.

Regarding the Target Audience the Process Task step allows for configuration of who will see and act on the step (requester, assignee, recipient), supporting scenarios like approvals or on-behalf requests. For example, the step can be configured so that, in some cases, the requester can also become the assignee if the workflow returns to them.

Task tab

The Process Task step is a specific type of the Process step. The Process configuration dropdown in the tab links the step to one of the processes defined in the Global Settings. This means the step executes on of the predefined processes, usually Set Up Approval. Refer to the instructions in the Process step to learn more about process steps configuration and the parameter maps and output map configured in the tab.

Input Fileds tab

To configure the form for a Process Task, such as an approval, use the same style as the Input step. Follow the instructions for the Input step in the Input Field tab to configure it.

In the Process Task step, most form information is read-only and intended to display request details, unlike the Input step which captures information. Other than that, the form configuration rules are the same.

Email tab

The Email tab configuration allows for sending a notification to the task assignees, such as the approvers.

Below is an example of a notification configuration that sends an email to the approvers upon successful creation of an approval task.