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In case of any problems with understanding how the automatic task works, check: Automatic task, Conditional execution, Component parameters
Category: General
Available from version: 1.0.50
Description
The application accepts, cancels or sets variables in selected processes found in the system. It also allows simultaneous acceptance/cancellation of the process and update variables. After variables update documents actions are executed.
Configuration parameters
| Parameter Category | Parameter Name | From version | Description | Parameter type | Default value | Field type | Comments and restrictions |
|---|---|---|---|---|---|---|---|
| - | Activity type* | 1.0.50 | Determines how the application will operate. | Text | Process end | Non-editable dropdown list | The values to choose from are described in the table below. |
| Process* | 1.0.50 | The name of the process affected by application operation. | Text | Non-editable dropdown list | List of available processes in the system. | ||
| Task* | 1.0.50 | Specifies the task during which the process must be in order for the application to work. | Text | Non-editable dropdown list | List of available tasks in the process. | ||
Accept button | 1.0.50 | The button with which the task will be accepted. | Text | Non-editable dropdown list | List of available buttons in task. | ||
| Multiple process support* | 1.0.50 | When the search returns more than one process, the application will work on each of them. If set to NO, the application will throw an error. | Logical | Yes | Non-editable dropdown list | ||
| Searching after variable values | Variables | 1.0.50 | Variables at which the processes will be found. | Text values table | Non-editable dropdown list | List of available variables in the process. | |
| Values | 1.0.50 | Values that have variables in the search process. | Text values table | Editable field | Pass values as text, the application will automatically match the type to type of variables. | ||
| - | Update variables | 1.0.50 | Specifies whether to update the variables together with the acceptance/cancellation. | Logical | No | Non-editable dropdown list | The parameter is shown only if "Accept process" or "Process cancellation" is selected. Shows or hides parameters from the "Set variable values" category. |
| Setting variable values | Variables | 1.0.50 | Variables which values we want to set. | Text values table | Non-editable dropdown list | List of available variables names in the process. | |
| Values | 1.0.50 | Values that we want to set for variables in the retrieved processes. | Text values table | Editable field | Pass values as text, the application will automatically match the type to type of variables. When setting a tabular variable, the values should be passed as text after the semicolon, e.g. "value1; value2; value3" (see join function) | ||
| - | Comment in updated process | 1.0.59 | Specifies whether to add a comment with user text to the updated process | Logical | No | Non-editable dropdown list | |
| Comment | 1.0.59 | The content of the comment that will be added to the process | Text | Editable field |
Parameter*- mandatory field
Activity type
| Activity type | Available from version | Value of the parameter to enter (without using the drop down list) | Description |
|---|---|---|---|
| Acceptance of the task | 1.0.50 | ACCEPT_ACTIVITY | Accepts the selected task from the process specified by the action from the button. |
| Process cancelation | 1.0.50 | CANCEL_PROCESS | Cancels the selected task from the process. |
| Update selected task from the process (previous name: Process update) | 1.0.50 | UPDATE_PROCESS | Updates variables in the selected task from the process. |
Update in all process tasks | 1.0.55 | UPDATE_ALL_ACTIVITIES_WITH_PROCESS | Updates variables in all tasks in the process and updates variables in closed processes. |
Configuration example
version 1.0.50
Application example
Example 1 Updating a selected task from a process
Let us assume that we have several tasks in the process of contracts review at the stage of Contract registration. All tasks with contracts which type is "Other” we want to transfer to the next stage e.g. business acceptance.
For this purpose, we create a map with the task Automatic Process Update and configure it in the following way:
- Choose the type of action from the list. In our case it will be "task acceptance" because we want to go from one stage of the process to another.
- Then choose the name of the process, in this case "Contracts review”
- We accept all processes on the selected task, so we set the "Multiple processes support" parameter accordingly.
- The processes that we want to accept are at the stage of "Contract registration".
- Make sure that the task is accepted with the appropriate button. So we choose the right position from the list.
- We do not intend to accept all processes at this stage, but only those whose type equals to Others. We use the "Search for variable values" parameter to limit the results in which the task acceptance will happen.
- In this case, we do not use the functionality of variables update.
- If we have configured the component correctly it should look like this:
The only thing left to do right now is to run the automatic task.
Example 2 Process cancellation
Let's assume that we have several tasks in the process of contracts review that we want to cancel. Each of them is at the stage of "Canceling the contract".
For this purpose, we create a map with the task Automatic Process Update and configure it in the following way:
- Choose the type of action from the list. In our case it will be "Process cancellation".
- Then choose the name of the process, in this case "Contracts review”
- We cancel all processes on the selected task, so we set the "Multiple processes support" parameter accordingly.
- The processes that we want to accept are at the stage of "Contract cancellation”.
- We want to cancel all processes at this stage, so we need to leave the "Search for variables values" parameter blank.
- In this case, we use the variables update functionality.
- Set the value of the "Comments / Question" variable to "Canceled". (this is just an example; it is not required to cancel the process)
- If we have configured the component correctly it should look like this:
The only thing left to do right now is to run the automatic task.
Example 3 Process update
Let's assume that we have several tasks in the Contract generation process that we want to update. Each of them is at the stage of "Completing the standard contract data". We want to update the variable "Contract from" which stores the date by using a variable from the process in which the automatic task will be performed.
For this purpose, we create a map with the task Automatic Process Update and configure it in the following way:
- Choose the type of action from the list. In our case it will be "Process update”
- Then choose the name of the process, in this case "Standard contracts generation process”
- We update all processes on the selected task, so we set the "Multiple processes support" parameter accordingly.
- The processes that we want to accept are at the stage of “Completing the standard contract data”.
- We want to update all processes at this stage, so we need to leave the "Search for variables values" parameter blank.
- Set the value of the variable "Contract from" to #toString ($Application Date) - we must use the toString function, because the "Values" parameter accepts only text values, and our variable is of "date" type.
- If we have configured the component correctly it should look like this:
The only thing left to do right now is to run the automatic task.
Example 4 Setting tabular variables
If we want to set tabular variables, subsequent values should be entered after the semicolon.
To set a tabular variable using other tabular variable we use the join function with the separator ";".
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