Task tab

Use the Task tab to add instructions for recipients and to configure the actions they can take.

Example of a configured Task tab

  1. Select the Task tab. Use this tab to specify instructions for task recipients and to configure the actions (decisions) that they can take.

    2. The following table explains the options available on this tab:

    Option Explanation How to Use
    Instructions Use this to add instructions for the task recipients. This instruction shows on the recipient's worklist. Drag Functions, Fields, SmartObjects and Workflow related items from the Context Browser into this field. Adding detail to this field is optional.

    You can add up to 255 characters in this field.

    Example of instructions:

    Example of instructions on recipient's worklist:

    Click the Instructions field and provide details about the task. This is optional.

    Click the Insert Field link to expand the Context Browser.
    Actions

    Use this section to add and configure actions for the task. These actions are available for recipients to choose from. By default, there are no actions are configured but you can choose from common actions or add your own. Each task must have at least one action.

    Common actions are Approve, Reject or Both.

    		 Click one of the common actions links or use the Add button to create custom actions.
  2. Add detailed instructions in the Instructions field. When you open the task from the task list, the instructions display in the workflow strip on the SmartForm.
  3. From the Actions section, select one of the predefined action links. You can select between Approve, Reject or Both. Choosing Both adds the Approve and Reject actions.
  4. To add custom actions, click on the Add button.
  5. To edit an action, click and change by typing the values.
  6. To remove an action, select it and click the Trash bin.
  7. By default, you can view and take the action without opening the form. You can disable this option per action by clicking the eye icon.
    8. If you disable the action's visibility, it cannot be used with SmartActions.
  8. When you add an action, an animated tip shows to remind you to add a Decision step to the workflow and connect it to the task step. Click the X to close the tip. If you don't want to see the tip again, click the Got It button. For more information on how to turn the tip back on, see the Ribbon topic.