Difference between revisions of "Multi Step Tasks"
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==About | ==About Multi Step Tasks== | ||
Like a [[Process]], a | 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 | 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 | ==Working with Multi Step Tasks== | ||
===Creating a | ===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 | ===Completing Steps in a Multi Step Task=== | ||
When viewing a case: | 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 specific user appear in the sidebar under '''My Tasks'''. | ||
:* Tasks that are assigned to a team appear in the section under it: '''More Tasks'''. | :* Tasks that are assigned to a team appear in the section under it: '''More Tasks'''. | ||
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User Steps are accompanied by a '''[Complete]''' button. | User Steps are accompanied by a '''[Complete]''' button. | ||
Approval Steps are accompanied by buttons to '''[Approve | 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. | |||
<noinclude> | |||
[[Category:Design]] | |||
</noinclude> | |||
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
- When viewing a case record, or a record in another object, click Add Task
- In the dialog that appears, select Multi Step
- Give this (miniature) process a Title
- 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.)
- To add additional steps, click [Add Step]
- 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.