Basics
This tab offers options of editing the name of the Task Definition, assigning people responsible for carrying out the task, and making the selected form a mandatory part of the Task Definition.
The Basic tab includes 3 parts:
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1.Task definition name;
2. Responsible parties;
3. Form.
This article will describe the features of each part.
Task definition name
Click on the Pencil button to edit the Task Definition name.
Check Hide task definition from the portal if you want to hide particular task definition for its' Responsible parties (assignees) and Task managers (group of the users that has a right to manage the task definition).
This means that hidden task definition will no longer be displayed on the "Tasks" tab once users login to a mobile application.
Responsible parties
Click on the Select button in the Responsible parties section to select the assignees which will see tasks from their User Portal.
The system displays the Select Contact Group dialog of your Contact Managers and contact groups. You can choose a Contact Manager or a group within it and press the Save button.
You can modify your previous selection by pressing the Change button or by clicking Customize to reduce the number of contacts selected and customizing the Group with the filter creation.
1.To customize your contact selection, provide a unique group name in the Group Name field under the Filters tab;
2. To create a customized filter for your group, click on the Set up button.
Under the Preview tab, a list of contacts selected by the filter together with their Portal profile data is displayed. Contacts can also be searched by different indicators that can be selected from the dropdown next to Search Contacts text box. The Show response statistics for contacts link provides information on survey completion process by users selected.
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How to Set Up Filters
If you want to indicate a certain people of all contact managers, use the Filter feature. When you click on the Set up button, you will be able to choose portal users by contact manager values, e.g. their names, emails, IDs etc.
Use the Profile filter to specify the filter criteria from the dropdown menu.
Once you select the criteria, the Select tab displays it.
Choose one or several values and press the '→' button to them to the left side. Only those contact managers who are on the left side of the table will be responsible for the Task.
Use the Condition tab to manually input values that will fully match those of contact manager or be contained in them.
Press the Add filter button. Several filters can be added. All the applied filters can be viewed in the Review filter logic section. You may combine the filters using the AND, OR or custom logic conditions.
Form
To add a form to a Task Definition, click on Select button in the Form section.
In the dialog box that will pop up, select a form from a tree and hit Save. If you wish to filter forms by text they contain, type the text into the Search box.
After you have saved a form, the Form section of the Basics tab will contain the form name, as well as preview, Change, Delete icons and the Default task summary and description tabs.
To make the submission of an attached form mandatory, you must activate the Form submission is required to close task feature.
Default task summary and description
The task summary and task description fields are available once an Admin attaches a form. An Admin can edit the summary and description.
When a task admin or a portal user creates a task, the system will use these data.
1. The Default task summary is obligatory for you to fill out. You can edit the task summary input:
- Leave it as it is by default ('New task created on' + the date format is YYYY-MM-DD.)
- Type your text. You can use the Piping feature.
- Click the Reset to default if you changed your mind;
2. Default task description input is optional for you to fill out.
Once Tasks are created under a Task Definition, it is not possible to change the Contact manager in the Responsible party section. However, you may customize the Responsible party contact group by changing the filter which defines it. If the contact, to whom the tasks were assigned, no longer fits the criteria of the responsible party filter, his tasks will be removed from his Portal.
It is not possible to change or delete the associated Form if the Task Definition contains tasks.
It is not possible to change or delete a Form if the Task Definition contains statuses based on form/custom task properties/workflow actions that include data from the form.