Task workflow page
Admin
Application database > Business Workflows > Desired Business Workflow > 
> Steps > Desired step
Application database > Navigation panel > Processes and Workflow > Business Workflows > desired Business Workflow > > Steps > desired Step
Purpose of the page¶
This page allows you to create task workflows for the selected step.
Activities tab
For multidimensional workflows, only some of these tabs will appear.
| Tab | Content |
|---|---|
| Data integration | Activities for integrating data en masse from external sources. |
| Data Entry & Reporting | Activities related to entering and consulting data present in CCH Tagetik. |
| Core data processing | Application data processing that allows you to transform and add data present in Tagetik in different ways according to your needs. |
| Validations | Diagnostics and IC cockpit |
| Submission | Submission and approval activities to complete the task workflow. |
| Other data processing | Other data processing (Store procedure, Jobs and others) |
| Other activities | Other activities (Bookmark, Deployment and others) |
Fields in window to create a task workflow
This window will appear after you have clicked on 
to create a new task workflow.
Please find below the most important fields.
| Field | Description |
|---|---|
| Enable alternative approval paths | Makes some approval activities that may have been entered optional. - No: alternative approval paths not enabled. All approval activities entered are mandatory. - Manual rows effect on the main accounts: approval activities can only be run if the value of the main accounts is within the threshold specified as a parameter for the relative tasks. - Effect on the specific account: approval activities can only be run if the value of the account for calculating the alternative approval paths is within the threshold specified as a parameter for the relative tasks. Enable the Account for the calculation of alternative approval paths field. |
| Account for the calculation of alternative approval paths | Only with Effect on the specific account selected. Account used for calculating the alternative approval paths. |
Fields in window to add a task
This window will appear after a task icon has been dragged into the work panel.
Please find below the most important fields.
| Field | Description |
|---|---|
| Optional | Make the task optional. It will then be possible to submit task workflow data even if the task has not been run. |
| Read-only | For forms, this allows you to open the form in navigation mode rather than data entry mode. If the form is in navigation mode, the task will automatically become optional. The user must in any case declare that the task has been completed to continue to the next one. |
| Enable e-mail notification | Only if the process send email rule Completion: Process task workflows is active. Sends the task managers a notification email reporting that the previous task has been completed and they can start working. |
| Declare task completion | Allows you to select the mode for declaring the task complete. |
| Parameters | Allows you to indicate the parameters for running the task. The displayed parameters will depend on the type of task that has been selected. For example, for Submit and Diagnostics activities, underlying nodes and entities can also be submitted en masse and diagnostics can be run on them. The Forms option allows you to indicate the report in the list of preconfigured reports that the user can use. |
| Label | Assigns a label to the task. |
IMPORTANT: 'Bookmark' type tasks have been deprecated. With the introduction of the new user interface, it is no longer possible to create new ones. Instead, 'Link' tasks must be used. 'Bookmark' tasks already in the system will continue to function correctly.