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Using User Task

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What are User Tasks?

User tasks in a workflow refer to specific activities or actions that need to be performed by a user or a group of users in order to complete a workflow. These tasks typically involve interacting with the workflow system or other users, providing input or feedback, and making decisions that impact the progress of the workflow.

For example, these tasks may include reviewing and approving travel requests, gathering invoice data, and approving material master data.

Add a User Task

To add a new user task, simply drag the task activity from the right side menu into the canvas and select the “Handover to User” Option in the task configuration panel on the left side

Set Title and Description

Help your users identify tasks easily and set the title and description for each task. You can add task-related data by using placeholders. Each variable with a Base Type (like String, Integer, Float, Date) or Struct as Data Type is available. Simply use the same syntax as in our templates, e.g.: {{variableName}} or {{structVariable.propertyName}}

The title and description are shown in the Task Inbox in Simplifier Launchpad. Only the title is shown in the Simplifier Mobile client.

Determine Recipient

For assigning a User Task to a specific Group, Users you can select multiple Groups and/or Users or use Variables. Only these recipients will be permitted to see the task in the Launchpad Inbox or using Simplifier Mobile Client.

Fo using the recipient from an external HR System, Active Directory, Database or Simplifier Application, it is possible to select variables.

The Recipient information must contain a valid simplifier username or group name. Simplifier supports

  • Single Variable Type String contains Simplifer Username or Group name
  • Collection of Variables from Type String contains Simplifier Usernames or Group names.

If a Users or Group is not existing in the Simplifier User-Management, the User Task cannot be assigned during the workflow execution.

Using Data

All Recipient has to deal with certain information in the user task This information is assigned using the workflow variables or autofields. Each Variable will be automatically displayed when the task details will be opened by the end-user. Also, it is possible to define which data should be editable, mandatory and/or read-only.

Add existing variable to a task

Simple click on the Plus Icon or Drag & Drop a variable into the assignment area

Select one or more Variables

In the following dialog it is possible to select one or more variables.

Configure Variable Assignment

After assigning the variable, it is possible to define if the variable should be editable, mandatory or displayed as read-only.

Set outcome

In this section, it is possible to define the desired or choosable outcome (status) after completing the task.

The following Options are available

Option Description Example
None None means that the User can finish the Task without setting an outcome. Only the System Status “Finished” will be automatically set This option should be used if you have a user task for information only – that means you need no decision and no further input but you need to know if the information was acknowledged or not
Any Any means that the User can choose between all defined Outcomes that are defined in the Workflow Model This option is only useful if you have defined a small list of possible outcomes like approved or declined
Specific Specific means that the user can set only one predefined outcome This option is useful if you force the user to set a certain outcome after processing the task like entering a new travel or vacation request or entering a new invoice
Multiple Multiple means that the User can choose between all assigned outcomes.

You can change order of selected outcomes by opening value help and change order of selected outcomes per drag&drop

This option is optimal for making decisions or approvals like approving or declining invoices or travel requests.

Actions on outcomes

When hovering over an outcome, you have three actions available:

Outcome Actions
Action Icon Description
Copy ID to clipboard Copy the outcome’s ID to the clipboard. This is relevant only if you are working with our Workflow REST API
Edit Edit the name and color of the outcome (Only for Workflow specific outcomes available)
Delete Delete the outcome (Only for Workflow specific outcomes available)

Changing order of outcomes in case of option ‘Multiple’

If you have selected multiple outcomes to your User Task, open value help.

Then change order of selected outcomes by drag&drop. Changed order is considered in Standard Workflow Task Module and in API.

Task ID

If you are using our Workflow REST API, you might need the task ID. It is shown at the bottom of activity settings and can be copied to the clipboard.

Workflow Task ID
Tags:workflow-designtimeEHP
Related Articles
  • Release Cycle
  • Release Notes 9
  • Release Notes MAKERS CHOICE 25-03
  • Pre-Release Notes 10
  • Form Assistant
  • Translate Workflows
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