Designer 10.7 | webMethods BPM Task Development Help | Creating Tasks | Creating a New Task with the Task Wizard
 
Creating a New Task with the Task Wizard
Use this process to create a new task on the UI Development perspective. If you want to create a task directly from a task step in a process, see Adding a Task to a Process.
*To create a new task with the Task wizard
1. Start the Task wizard as described in Accessing the Task Wizard.
Note:
If you start the Task wizard by right-clicking an existing project in the Tasks folder of the Solutions view and clicking New Task, the Task wizard opens with the Task Information page; in this case, skip to Step 4. Otherwise, the Task wizard opens with the Project Selection page as described in Step 2.
2. On the Project Selection page, accept the default project, select an existing project name from the drop-down list, or click the New button to create a new task application project. You have two options:
*The Enable advanced options in this wizard check box is selected by default. Clear this check box if you want to click the Finish button and create the task with the default settings.
*If you clear the Enable advanced options in this wizard check box, you have the option of selecting a check box to skip the Task wizard entirely for future task creation. In this case tasks are always created with the default settings.
3. If you have selected the Enable advanced options in this wizard option, click Next.
4. On the Task Information page, do the following:
a. Type a task type name for the task. The task type name cannot contain the following characters: < > ' ' & | \ / ;
Important:
If you create a task type that duplicates the name of an existing task type, before publishing the task type, you must use the task editor to manually rename the task application root page to make it unique among all tasks deployed to My webMethods Server; otherwise, the most recently deployed duplicate task type will overwrite the existing task application pages. This will also ensure that custom inbox page names will be unique. For information about modifying the task application root page, see Renaming a Task Root Page.
b. If you have not selected the task development preference, "Always use GUID for new Task ID," you must do one of the following:
*Accept the default [ProjectName.[TaskTypeName] value. If you have created a duplicate task type name, this solution cannot be used; however, you can edit the text to create a unique value.
*Type a unique task type identifier.
*Click Generate to have Designer create a GUID for you.
For more information about the GUID preference, see Setting Task Development Preferences; for more information about task type names, see About Task Names and Task Type IDs.
*Select HPSTRA enabled to enable the indexing of the task data in an Elasticsearch store for high-performance searching. You can specify which business data fields to index in Elasticsearch on the Business Data tab. For more information about business data in HPSTRA-enabled tasks, see About HPSTRA-enabled Tasks and Business Data Fields.
*Select Voting enabled to enable multiple runtime users to modify the task status through a collective decision. You can specify the voting strategy for the type on the Overview tab. For more information about task voting, see About Task Voting and Configuring Votable Tasks.
c. Select the check boxes to indicate the default portlets you want to create with the task and to specify your settings for those portlets:
Option
Description
Generate default Task View portlet
Select this option to include a Task View portlet in your task. A task with no Task View portlet will display no user interface in My webMethods. The default user interface is described in About the Task View (Task Details) Portlet.
You can clear this option if:
*You want to build your own custom interface without using any of the default functionality.
*You are creating a task that will be accessed only through the Task Engine APIs and will not be accessed through a user interface.
This option is enabled by default and is controlled by the Task Development preference settings (see Setting Task Development Preferences).
For information about creating portlets, see Accessing the New Portlet Wizard.
Enable user routing
Select this check box to enable a user to assign a task in the user's inbox to another user, group, or role on the task Data View tab. If you do not select this check box now, you can change this setting later, as described in Modifying Client Options for a Task.
Auto-accept task upon modification
Select this check box to cause a task to be automatically accepted by a user when the user modifies the task, and released immediately after the modification. This option serves as a temporary lock, allowing the user to make a modification to the task without explicitly accepting it. When this check box is not selected, the user must manually accept the task before updating it. You can change this setting later, as described in Modifying Client Options for a Task.
These options enable you to specify how (or if) the task's portlets are generated for the task:
Default. The default "out of the box" portlet is used, and the portlet is added to the Overview portlet with a "portlet include" statement. This the simplest approach, providing a "ready to go" user interface and a minimum number of portlets in the task. However, you are not able to customize the included portlets.
Customizable. A separate portlet is generated within the task, using the same user interface as the default portlet, but you now have full access to the portlet and can modify it in the task editor to meet your specific needs.
None. No portlet is created and the portlet contents are omitted from the task. The corresponding tab is hidden from the task page.
These are the available portlets:
Task Details Portlet. Creates the Details View tab in the task interface. The Details View provides operational information about the task, such as name, priority, status, assignment, creation date, and expiration date.
Task Audit Portlet. Creates the Audit View tab in the task interface. The Audit View displays a table of all operations applied to the task, with details about each action, and the ability to roll back an action.
Task Comments Portlet. Creates the Comment tab in the task interface. The Comments tab enables a user to enter, read, and modify comments, and add or delete attachments. For more information about comments and attachments, see About Task Comments and Attachments Sharing.
Task Collaboration Portlet. Creates the Collaboration tab in the task interface. When a task is enabled for collaboration, the Collaboration tab enables a user to create and monitor a collaboration task. For more information about collaboration tasks, see About Collaboration Tasks.
Generate default Task Start portlet
Select this check box to include a default Start portlet in the task. For more information about the Task Start portlet, see About the Task Start Portlet. This option can be enabled by default depending on the Task Development preference settings (see Setting Task Development Preferences).
Generate default Task Inbox portlets
Select this check box to include the default Task Inbox Bar and Task Inbox Results portlets in the task. For more information about these portlets, see About the Task Inbox Bar Portlet and About the Task Inbox Results Portlet. This option can be enabled by default depending on the Task Development preference settings (see Setting Task Development Preferences).
Auto-accept task upon opening in task type inbox results
Select this check box to cause a task to be automatically accepted by the first user to open the task from the task type inbox. If a user opens the task from My Inbox or Task List Management, the user still must click Accept to accept the task. You can change this setting later, as described in Modifying Client Options for a Task.
Select task search content provider
Select the search content provider instead to use with the task from the following options:
*Default search provider
*Task indexed search provider
*HPSTRA search provider
For more information about task search providers, see Task Search Overview.
5. Click Finish to create the task.
You can now configure the task as required. For example, you can add task business data, define task assignments and event actions, and create task control sets. For more information on configuring a task, see Configuring Tasks.
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