Properties Page | Property | Description |
General | Type | The task activity type. You can use this field to change the task type to another task type. |
Label | Step name. Default is Task1. | |
Step ID | Automatically generated identifier, unique within the process. Not editable. | |
Allow this receive task to start new process instance | Available for webMethods receive tasks only. Select the check box to allow a receive task to start a new process instance. | |
Font Style | Format of the Label text in the process editor and in the HTML Documentation Report. You can select the Font Name, Font Size, Bold, Italic, and Font Color. Default settings are Tahoma 8 point black, with no bold or italic. | |
Description | Descriptive information about the step, for documentation purposes only. Text in step descriptions is searchable. | |
Reset Default Size (button) | If the step has been manually resized, click this button to return the step to its default size. | |
Documentation | Documentation Fields | Local and default documentation fields to document in the process. Documentation fields are searchable. |
Documentation Field Value | Value for the assigned Documentation Field. | |
KPIs | KPIs for <Step Name> | Step-level KPI (Key Performance Indicator) definitions. For more information about the fields on this page and how to work with them, see
About KPIs. |
KPI Properties | Information used to describe a KPI: Name, Description, Unit of Measure, Associated Field, Aggregation Type, and Dimensions. | |
Name | Name of the KPI. Note: KPI names must be unique on a given Optimize server. Designer cannot, at design time, detect all the KPI names on the target server. However, if you duplicate a KPI name in a process, generation of the process produces a warning. | |
Description | Description of the KPI. | |
Unit of Measure | How the KPI is measured. | |
Associated Field | Associate the KPI with actual fields in the process. Only fields that are available in the output of the step can be used. Note: When you associate an output field with a KPI or a dimension, Designer automatically adds the field to the Logged Fields page in the Properties view. Designer does not, however, automatically remove an output field from the Logged Fields page in the Properties view if you remove it from a KPI or dimension. | |
Aggregation Type | Aggregation type can be set to SUM, AVERAGE, or LAST VALUE | |
Dimensions | Use this area to add, delete, and manage data dimensions for a selected KPI. You can associate a field from the step output with one or more dimensions. Note: Dimension names must be unique on a given Optimize server. Designer cannot, at design time, detect all the dimension names on the target server. However, if you duplicate a dimension label in a process, generation of the process produces a warning. For more information, see
About KPIs. | |
Inputs / Outputs | Inputs | Data flowing into the step. You can add and remove inputs manually, as well as add or update from the service signature. Available for call activities (including webMethods referenced process behavior), abstract tasks, service tasks, user tasks, rule tasks, and send tasks. For more information, see
Create Inputs and Outputs and
Remove Inputs and Outputs. |
Outputs | Data flowing out of the step. You can add and remove outputs manually, as well as add or update from the service signature. Available for call activities (including webMethods referenced process behavior), abstract tasks, service tasks, user tasks, rule tasks, and receive tasks. | |
Transitions | Transition Type | Defines the transition behavior. Options are If Condition, Default, Join Timeout, Iterations Exceeded, and Unsatisfied Join. For more information about these transition types and their configuration fields, see: |
Participants | Participants | Available for user and manual tasks only. Add or remove the task participants. You can define these as roles or individuals. |
