Create Task workflow activity
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- UpdatedAug 1, 2024
- 5 minutes to read
- Xanadu
- Workflow
The Create Task activity generates a record on any of the tables that extend Task [task].
Results
activity.result
from within a script
field of the activity. By default, the final State value of the task
record determines the result value for the Create Task activity.
Possible result values are:- Closed complete
- Closed incomplete
- Closed skipped
- Deleted
- Cancelled
Input variables
Field | Description |
---|---|
Create Task Activity Settings The following fields specify the behavior of the Create Task Activity. |
|
Task type | The type of task to create. Select from the corresponding task table for the workflow. |
Priority | The default priority assigned to the task. If you also set the Task priority in the Task values from section, the Task value overrides the default priority. |
Wait for completion | If selected, the workflow activity waits for the task to complete before continuing. If cleared, the task is created but the workflow proceeds. |
Create Task Record Settings The following fields specify the field values that this activity sets for the task it creates. |
|
Task values from | The values used to create the task may either come from:
Note: Any Task priority you set here overrides the default priority set by
the Priority field. |
Fulfillment group Only appears when Task value from is set to Fields |
The group that is responsible for completing the task. Populates the Assignment group field on the new task. |
Assigned to Only appears when Task value from is set to Fields |
The user who is responsible for completing the task. Populates the Assignment to field on the new task. |
Short description Only appears when Task value from is set to Fields |
A short description for the task. Populates the Short description field on the new task. |
Instructions Only appears when Task value from is set to Fields |
The task instructions for the user to complete prior to closing the task. Populates the Description field on the new task. |
Task template Only appears when Task values from is set to Template. |
A template that is used to fill in values for the task. |
Set values Only appears when Task values from is set to Values. |
A widget that is used to specify values for any fields of the task. |
Advanced | |
Advanced | Check Advanced if you want to use a script to assign values on the catalog task. When you check Advanced, a text box appears where you can enter your script. |
Advanced Script Only appears when the Advanced field is checked. |
Set additional values for the task in this script. This script is run after
the task values are set using the Fields,
Template or Values you have
specified. Use the variable task when setting additional values, for example:
|
Task Schedule | |
Due date based on | Select how workflow determines the task's duration, due date, and schedule.
|
Duration Only appears when Due date based on is set to A user specified duration |
The specific number of days and hours. |
Relative duration Only appears when Due date based on is set to A relative duration |
The general number and length of business days. |
Due date field Only appears when Due date based on is set to A date/time or duration field |
The date/time or duration field. |
Due date script Only appears when Due date based on is set to Script |
The script that sets 'answer' to the number of seconds for the duration. |
Schedule based on | The basic schedule the timer uses to count working hours. If a schedule is
specified, the duration will only be considered for times that are specified on
the schedule. For example, if the duration is 2 hours and the workflow begins at
4:00pm on a schedule that is 8am - 5pm, then it ends at 9:00am the next day. The
options are:
|
Schedule Only appears when Schedule based on is set to A specific schedule |
The predefined Schedule from a list. |
Schedule field Only appears when Schedule based on is set to A schedule field. |
A date and time or duration field for the schedule, that is associated with the table. Valid fields appear in blue on the Select the element from a tree dialog. |
Time zone based on | The time zone for calculating the duration. The time zone may be based on:
|
Time zone Only appears when Time zone based on is set to A specific time zone . |
Select the time zone you want from the choice list. |
Time zone field Only appears when Time zone based on is set to A time zone field. |
A date and time or duration field for the schedule, that is associated with the table. Valid fields appear in blue on the Select the element from a tree dialog. |