Activity Node Properties

The Activity node represents a single logical step or task in a workflow. An activity can represent a number of different potential actions.

Back to Workflow Nodes Table


Property Description

Allow Bulk Approval

Whether or not assignees should have the option of bulk, approving their assignments based on this node in the Winshuttle Task List detail view.

Allow Override Duration

Allows the initiator of the form to set a new duration (time in which the task must be completed) - one that differs from the default (set from the Duration property). A reference to a column must be entered in the property, either as an expression (e.g. $date(today()+[//my:numberofdaysallowed])) or as a single column (e.g. [overrideDuration]).

Allow Reassignment

Allows the task assignee to reassign their task to someone else.

Allow Replacement

Allows the task assignee to replace a process controlled document that is being routed.

Notes: Only 1 user at a time can check out and change a document. Applicable only to Custom Excel Workflow.

Allow Team Addition

Allows the task assignee to add team members to the task. New team additions receive an email notifying them that they have a task. This setting converts an assignment to a single user into a team assignment.

Comment Requirement

Requires the task assignee to enter a comment prior to completing their assignment. Possible values are:

  • None — does not require comments.
  • Always — a comment is always required.
  • On Reject — a comment is only required if the assignee is rejecting (their disposition in an Approval task is Reject).

Default Completion Period

The time (in days or hours) that a task will automatically be completed if the assignee does not complete it.

Note: The task will only be automatically completed once the value (amount of time) of this setting and the Duration property setting have elapsed.

Description

A description of the task/assignment.

Duration

The time (in days or hours – see DurationUnit) within which the task must be completed. Reminder emails are sent out one DurationUnit before the assignment due date, unless the Duration is set to 1 unit. Overdue emails are sent out after the assignment due date.

Duration Unit

The time unit (days or hours) for the duration of the task.

Email Approval

Allows the task assignee to complete the assignment (approve or reject) via email. This usually does not apply to the Activity node.

Email Format

Type of notification that goes out when the task is assigned. Possible values are:

  • HTML— the email notification is sent in HTML format.
  • HTML and Text — the email notification is sent in both HTML and text format, and the mobile device automatically determines which view (text or HTML) to display.
  • Text — the email notification is sent in text format.

Note: In order to support as many devices as possible, there are two email options that specifically address mobile devices, HTML/Text or Text Only. Some devices fully support HTML/Text emails, rendering the correct view of the notification, while other devices do not.

The Text Only option should be used for devices that do not support HTML/Text email. Run a few tests with your workflow and mobile device(s) to determine which option is best for your users.

Form Hidden Fields

List of fields to remove from the form XML that is sent to the client when the FormHiddenFieldType is List. This option can be used to avoid sending sensitive information in a form to the browser.

Note: This option maintains sensitive information on the server only.

Form Hidden Field Type

None is the default, and does not exclude any fields. List allows the Process Designer to specify a comma-separated list of columns to remove from the form XML. Auto attempts to compute only the fields that should be shown based on the view assigned to the task, and it will then send only those fields.

Form View

The form view visible to the task assignee when the assignment is accessed.

Show Assignment Link

Toggles the inclusion/exclusion of a hypertext link in the task notification, directing the assignee to their task.

Note: This property was formerly named Include Assignment Completion Link In Notification..

Show History in Notification

Toggles the appending of workflow history associated with the form or document.

Note: This property was formerly named Include History In Notification.

Show Item Link

Toggles the inclusion/exclusion of a hypertext link in the task notification, directing the assignee to the form or document pertaining to the task (see ItemLink Text).

Note: This property was formerly named Include Item Link In Notification.

Show Main Page Link

Toggles the inclusion/exclusion of a hypertext link in the task notification, directing the assignee to the Evolve app from which the task originated (see MainPageLink Text).

Note: This property was formerly named Include Main Page Link In Notification..

Item Level Permissions

The name of the permission set that should be assigned to the originator of the item against which the workflow will run.

Item Level Permissions Type

Can be one of the following:

  • None — does nothing with respect to permissions.
  • Add — adds the given permission to the item.
  • Replace — replaces the current permission sets with the given permission set.

Item Link Text

Hypertext link directing the assignee to the form or document pertaining to the task.

Link Order

The order in which to place the links in the automatically generated email notifications.

Main Page Link Text

Hypertext link directing the assignee to the Evolve app from which the task originated.

Name

The name of the task/assignment.

Overdue Reminder Frequency

The interval (in hours or days) to send the overdue notices for an assignment.

Note: The default value of this property (0) sends only one reminder after the assignment is past due.

Past Due Email CC

Takes a comma-separated list of email addresses and/or swim lane names that will be cc'd when a past due email is sent.

Require Review

Requires that the assignee view the task’s supporting document/file by clicking on the link to it prior to completing their assignment.

Restrict Assignee

Restrict assignees for a node based upon the assignees of another node. When selected, you can either leave the property blank , or select a Runner node for the Restrict Assignee property.

If a Runner Node is selected the task will be assigned to the user(s) who were resolved by the selected Runner Node and have taken an action on that node.

If no Runner Node is specified (i.e. the field is left blank), then the activity will be assigned to the user resolved by user, users, or user group assigned to the workflow swim lane.

Applies to Activity and Approval Nodes.

Script Name

The name of the script to be set as runnable in the case of a Manual Run. If the value is set to All, all of the scripts are set as runnable. Applicable only to Custom Excel Workflow.

Send Assignment Email

Whether or not to send an email to the workflow participant who receives an assignment based on this node.

Send Default Approval Email

Whether or not to send an email to the workflow participant should a default assignment approval happen based on this node.

Send Past Due Email

Whether or not to send an email to the workflow participant who receives an assignment based on this node when the assignment becomes overdue.

Send Reminder Email

Whether or not to send an email to the workflow participant who receives an assignment based on this node when the assignment will soon become overdue.

Set Values

Allows you to set a value in a form field or solution field after the task has been completed.
Note: When using solution fields with this property, do not wrap the field name in single quotes; instead, use the default selection for the field name - for example, ([username]).

Swim Lane

The swim lane assigned to a task.

Type

Read-only type of the node.