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Difference between revisions of "Multi Step Tasks"

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==About MultiStep Tasks==
==About Multi Step Tasks==
Like a [[Process]], a MultiStep task can include User Tasks and Approval Steps. It can also branch backward to an earlier step when approval is refused. Just like a Process, each step in the MultiStep Task generates an entry for a designated user, either in the form of a task to carry out, or an approval to grant (or withhold) after reviewing case data.
Like a [[Process]], a Multi Step task can include User Tasks and Approval Steps. It can also branch backward to an earlier step when approval is refused, or forward to a later step. Just like a Process, each step in the Multi Step Task generates an entry for a designated user, either in the form of a task to carry out, or an approval to grant (or withhold) after reviewing case data.


Of course, a MultiStep Task doesn't include advanced features like parallel paths--but then, there is no need to create a flowchart (or [[Process Model]]), no need to define a Process as part of the Case Management system, and no need start the process using a Rule or an additional user action. Just create the MultiStep Task, and go!
Of course, a Multi Step Task doesn't include advanced features like parallel paths--but then, there is no need to create a [[Process]] flowchart, and no need to start the process using a Rule or an additional user action. Just create the Multi Step Task, and off you go!


==Working with MultiStep Tasks==
==Working with Multi Step Tasks==


===Creating a MultiStep Task===
===Creating a Multi Step Task===
# When viewing a case, click '''Add Task'''
# When viewing a case record, or a record in another object, click '''Add Task'''
# In the dialog that appears, select '''Multi Step'''
# In the dialog that appears, select '''Multi Step'''
# Give this (miniature) process a '''Title'''
# Give this (miniature) process a '''Title'''
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#* Designate it as a '''User Step''' or an '''Approval Step'''
#* Designate it as a '''User Step''' or an '''Approval Step'''
#* For an Approval Step, specify which Step is next, after a rejection.<br>(The rejection can branch backward to an earlier step, or forward to a later one.)  
#* For an Approval Step, specify which Step is next, after a rejection.<br>(The rejection can branch backward to an earlier step, or forward to a later one.)  
# To add additional steps, click '''[Add Step]]'''
# To add additional steps, click '''[Add Step]'''
# Click '''[Save]'''.<br>The underlying process is immediately launched. As each step is completed, the task for the next step is generated.
# Click '''[Save]'''.<br>The underlying process is immediately launched. As each step is completed, the task for the next step is generated.
===Completing Steps in a Multi Step Task===
When viewing a case record or a record in another object:
:* Tasks that are assigned to a specific user appear in the sidebar under '''My Tasks'''.
:* Tasks that are assigned to a team appear in the section under it: '''More Tasks'''.
User Steps are accompanied by a '''[Complete]''' button.
Approval Steps are accompanied by buttons to '''[Approve]''' or '''[Reject]'''.
===Displaying a Multi Step Task===
The title of Multi Step Task appears in the sidebar, along with other processes. (A Multi Step Task is, in effect, a miniature process.)
Clicking on the Multi Step Task pops up a window that shows the steps it contains.
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[[Category:Design]]
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Latest revision as of 20:15, 26 March 2014

About Multi Step Tasks

Like a Process, a Multi Step task can include User Tasks and Approval Steps. It can also branch backward to an earlier step when approval is refused, or forward to a later step. Just like a Process, each step in the Multi Step Task generates an entry for a designated user, either in the form of a task to carry out, or an approval to grant (or withhold) after reviewing case data.

Of course, a Multi Step Task doesn't include advanced features like parallel paths--but then, there is no need to create a Process flowchart, and no need to start the process using a Rule or an additional user action. Just create the Multi Step Task, and off you go!

Working with Multi Step Tasks

Creating a Multi Step Task

  1. When viewing a case record, or a record in another object, click Add Task
  2. In the dialog that appears, select Multi Step
  3. Give this (miniature) process a Title
  4. For each step:
    • Provide a Description for the task
    • Specify the User or Team assigned to carry it out
    • Optionally, specify a Due Date
    • Designate it as a User Step or an Approval Step
    • For an Approval Step, specify which Step is next, after a rejection.
      (The rejection can branch backward to an earlier step, or forward to a later one.)
  5. To add additional steps, click [Add Step]
  6. Click [Save].
    The underlying process is immediately launched. As each step is completed, the task for the next step is generated.

Completing Steps in a Multi Step Task

When viewing a case record or a record in another object:

  • Tasks that are assigned to a specific user appear in the sidebar under My Tasks.
  • Tasks that are assigned to a team appear in the section under it: More Tasks.

User Steps are accompanied by a [Complete] button.

Approval Steps are accompanied by buttons to [Approve] or [Reject].

Displaying a Multi Step Task

The title of Multi Step Task appears in the sidebar, along with other processes. (A Multi Step Task is, in effect, a miniature process.)

Clicking on the Multi Step Task pops up a window that shows the steps it contains.

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