GETTING STARTED
Process Assistants Overview
Concepts and Terminology
Quick Start Guide
Exploring the Process Apps Store
Building Process Apps from Scratch
What's New
Current Version

CONCEPTS
Flow Builder
Triggers
Logic
Introduction
Split
Merge
GoTo
End
Tasks
Introduction
Human Task
Script Task
Integrations
Introduction
Connect to Data Table
Connect to API
Events
Call a Subflow
Notify
Delay
Forms
Form Creation
Form Components
Form Actions
Simulate
Publish
Self-Service Portal
Dashboard

SETTINGS
General Settings
Members and Roles
Versioning
Channels
Bot Permissions
Alerts
Import & Export
Change Logs
Delete App

HOW TOs
Creating a Process App
Creating a Process App
Importing and Exporting a Process App
Sharing a Process App with Co-Developers
Configuring a Process App
Defining a Digital Form
Defining a Flow for a Process App
Defining Triggers for a Process App
Using Stencil to Define a Logic for a Process App
Using Events for a Process App
Adding Access Controls to a Digital Form
Calling a Subflow from Process App
Deploying a Process App
Configuring Channels to a Process App
Publishing a Process App
Analyzing a Process App
Stimulating a Process Instance
Creating and Publishing a Process App
Viewing a Process App Errors
Viewing Change Logs Made to Process App Definition
Creating or Restoring a Version of Process App
Adding Bot Permissions to let Bot Trigger the Process App

ADMINISTRATION
Introduction
Assistant Admin Console
Administration Dashboard
User Management
Add Users
Manage Groups
Assistant Management
Assistant Management
Enrollment
Invite Users
Send Bulk Invites
Import User Data
Synchronize Users from AD
Security & Compliance
Using Single-Sign On
Security Settings
Cloud Connector
Billing
  1. ホーム
  2. Docs
  3. Process Apps
  4. Flow
  5. Tasks
  6. Human Task

Human Task

A Human Task is a task where a digital form is sent to the recipient to gather necessary inputs. The primary purpose of this task is to get inputs from a user. If you need to make a decision and need input, you can use this human task and fetch the required inputs. For example, let us consider an IT team planning to purchase a few assets (computers, servers, etc.) and are not aware of the budget. In this scenario, they can use a human task to get the budget as input from the finance team to make the decision.

Configure Human Task

To configure a Human Task in the process flow, follow the below steps:

  1. On the left pane, you can find the Tasks section. Drag and drop the Human Task stencil from this section to the builder.
  2. Click the Human Task stencil to open the Human Task window.
  3. On the Human Task window, enter a name for the task in the Name field.
  4. Click the Notification tab and configure the notification details:
    1. Delivery Mode – Select a delivery mode (channel) from the drop-down list. If it is already selected and you wish to change it, then click Override and choose from the list.
    2. Input Form – Select an input form from the drop-down list or you can create a new form.
    3. Subject – Enter a subject for the notification mail.
    4. Message – Enter the relevant text related to the notification. Click {…} to add variables to the message.
  5. Click the Assignment tab to configure the recipient settings. You can select any of the below options:
    1. Single Recipient – If selected, you can send the response to the recipient configured in this section.
      1. Enter the recipient email address in the Recipient ID field.
    2. Multiple Recipients – If selected, you can send the response to multiple recipients configured in this section.
      1. Enter recipient email addresses separated by a comma in the Recipient ID field.
      2. Under the Assignment Logic section, select an option:
        1. Assign to All – If selected, the system assigns the task to all recipients.
        2. Least Occupied – If selected, the system assigns the task to the recipient with the least number of open tasks.
    3. Group – If selected, you can send the response to a group. Only one of the recipients from the group can complete the task. 
      1. Enter the group email addresses separated by a comma in the Group ID field.
      2. You can also click {…} to add process variables.
  6. Click the Timer tab to set the deadline to complete the task.
    1. By default, the deadline option is disabled. Turn on the toggle to enable it.
    2. After you enable it, enter a proper date and time in the Resolve Within field.
    3. Under the Reminders and Escalations section, you can perform the following:
      1. Set Reminders – Select the checkbox to enable it and enter a proper date and time in the Remind field. 
      2. Escalations – Select the checkbox to enable it. In the Escalate field, enter the date and time to trigger the escalation. In the Escalate to field, enter the email address of a Manager/Admin to send the escalation notification.
  7. Close the Human task window.

On this Page

  1. ホーム
  2. Docs
  3. Process Apps
  4. Flow
  5. Tasks
  6. Human Task

Human Task

A Human Task is a task where a digital form is sent to the recipient to gather necessary inputs. The primary purpose of this task is to get inputs from a user. If you need to make a decision and need input, you can use this human task and fetch the required inputs. For example, let us consider an IT team planning to purchase a few assets (computers, servers, etc.) and are not aware of the budget. In this scenario, they can use a human task to get the budget as input from the finance team to make the decision.

Configure Human Task

To configure a Human Task in the process flow, follow the below steps:

  1. On the left pane, you can find the Tasks section. Drag and drop the Human Task stencil from this section to the builder.
  2. Click the Human Task stencil to open the Human Task window.
  3. On the Human Task window, enter a name for the task in the Name field.
  4. Click the Notification tab and configure the notification details:
    1. Delivery Mode – Select a delivery mode (channel) from the drop-down list. If it is already selected and you wish to change it, then click Override and choose from the list.
    2. Input Form – Select an input form from the drop-down list or you can create a new form.
    3. Subject – Enter a subject for the notification mail.
    4. Message – Enter the relevant text related to the notification. Click {…} to add variables to the message.
  5. Click the Assignment tab to configure the recipient settings. You can select any of the below options:
    1. Single Recipient – If selected, you can send the response to the recipient configured in this section.
      1. Enter the recipient email address in the Recipient ID field.
    2. Multiple Recipients – If selected, you can send the response to multiple recipients configured in this section.
      1. Enter recipient email addresses separated by a comma in the Recipient ID field.
      2. Under the Assignment Logic section, select an option:
        1. Assign to All – If selected, the system assigns the task to all recipients.
        2. Least Occupied – If selected, the system assigns the task to the recipient with the least number of open tasks.
    3. Group – If selected, you can send the response to a group. Only one of the recipients from the group can complete the task. 
      1. Enter the group email addresses separated by a comma in the Group ID field.
      2. You can also click {…} to add process variables.
  6. Click the Timer tab to set the deadline to complete the task.
    1. By default, the deadline option is disabled. Turn on the toggle to enable it.
    2. After you enable it, enter a proper date and time in the Resolve Within field.
    3. Under the Reminders and Escalations section, you can perform the following:
      1. Set Reminders – Select the checkbox to enable it and enter a proper date and time in the Remind field. 
      2. Escalations – Select the checkbox to enable it. In the Escalate field, enter the date and time to trigger the escalation. In the Escalate to field, enter the email address of a Manager/Admin to send the escalation notification.
  7. Close the Human task window.

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