Configuring Simple Task Actions

You can specify the actions that govern the behavior of a task when a task event is triggered in the run-time environment by choosing from a list of predefined (simple) actions.

Note:
If you find you cannot create the action you want with the simple task actions that are available, you can create an advanced (custom) action expression; for more information, see Configuring Advanced Task Expressions.

2. Click the Events tab of the task editor and click the event you want to work with in the Events list, or double-click the event in the Events area on the Overview tab.

4. Click Add to add an action. In the Task Action Selection dialog box, select one of the following actions:

Accept — Causes the task to be accepted by the specified user when the task is queued. Do one of the following:

Click the browse button next to the box to select a user ID binding value from the task business data or task information.

Click the browse button next to the box to select a service that has been added to the task; the output value of the service is used to define user ID. For more information about adding a service to a task, see Adding a Service to a Task.

Assign to Users — Assigns the task to one or more of the specified users, groups, or roles. Click the browse button to specify an assignee. The method of defining assignees is the same as that described in Configuring Assignees for a Task Assignment.

Select the Append to assignee list check box to add the assignees in the action to the existing task assignees.

Clear the Append to assignee list check box to replace the existing task assignees with the assignees in the action (default).

Cancel Task — Places the task in Canceled status.

Complete Task — Places the task in Completed status.

Complete Parent Task — Places the parent task in Completed status. This action is available only when a parent task is defined on the Overview tab of the task editor (that is, the task is a collaboration task).

Expire Task — Places the task in Expired status.

Invoke Service — Executes the specified service. For specific information about this action, see Adding a Service to a Task.

Queue Child Task — Starts a collaboration task created from the specified task type, and named with the specified task name (a Browse button is available to define the task name from a business data field or from a service). This action is available only when a task is named as a parent task by one or more other tasks. It is available in both the parent and child tasks.

Re-assign — Re-assigns the task to a specified entry in the task assignee list.

Resume Task — Resumes a suspended task.

Send Notification — Executes the specified task notification.

Set Business Data Date Field — Use this action to set the values for a date field selected from the data available in the task. The data field, start date, and business calendar values must be selected as a binding to existing task data; you cannot type a value. If the task is the child of a parent task, you can specify a binding to a value contained in the parent task business data; this is useful to update a child task with data from the parent task.

Set Business Data Field — Use this action to set a value for a data field selected from data available in the task. The value you set can be selected as a binding to existing task data or typed as a value. If the task is the child of a parent task, you can specify a binding to a value contained in the parent task business data; this is useful to update a child task with data from the parent task.

Set Parent Business Data Date Field — Use this action to set the values for a date field in a parent task. The data field, start date, and business calendar values must be selected as a binding to existing parent or child task data; you cannot type a value. This action is available only when the task is the child of a parent task, and is typically used to update a parent task date field to reflect a child task date field.

Set Parent Business Data Field — Use this action to set a value for a data field in a parent task; the data field you select must be selected as a binding to existing parent task data; you cannot type a value. The value you set for the data field can be selected as a binding to existing parent or child task data or typed as a value. This action is available only when the task is the child of a parent task, and is typically used to update a parent task business data field to reflect a child task business data field.

Set Task Custom ID — Sets the task custom ID to the specified value.

Set Task Description — Sets the task description to the specified value.

Set Task Expiration — Sets the expiration date for the task based on the defined date and time values. Note that this action does not place the task in Expired status, it only specifies a point in time when the task is considered expired. You can create an event type of Expiration Date Reached with an Expire Task action to actually place the task in Expired status.