Defining Escalation and Renewal Policies Specifying Notification Settings

26-48 Modeling and Implementation Guide for Oracle Business Process Management The sections that follow describe the task form in the Worklist Application that users with administrator rights use to manage tasks. Figure 26–50 shows what a task form looks like. Figure 26–50 Task Form in the Worklist Application

26.5.1.1 Header View

The Header view, shown in Figure 26–51 , is created in JDeveloper using the header drop handler. Figure 26–51 Header By default, the drop handler includes the Header fields listed in Table 26–8 . However, you can include or remove any of the fields based on the use case. Table 26–8 Header Fields Field Description Task Number The number automatically assigned to the task. State The current status of the task. Outcome The user outcome. For examaple, if the user clicks Approve, the Outcome field displays Approve. Using Approval Management 26-49 The Header also contains custom and system actions. Custom actions are those that depend on task metadata outcomes. For example, if the metadata contains Approve and Reject outcomes, then Approve andReject appear in the Header as custom actions. If the metadata contains more than two outcomes, then the custom actions appear in the Header as a dropdown list instead of separate buttons. In Figure 26–51 , Approve and Reject appear as separate buttons. This indicates that the task metadata includes Approve and Reject outcomes. System actions, such as Escalate, Suspend, and Resume, always appear in a dropdown list. The actions that appear depend on what the user is doing. For example, after a task has been initiated it can be withdrawn. Subsequently, if a user logs into the Worklist Application to view the details of an initiated task Withdraw appears in the list containing the available actions. Table 26–9 lists all the actions the administrator can perform from the Header and their descriptions. Priority The priority level assigned to the task. Creator The user who originated the task. Created The task’s creation date. Updated The date the task was last updated. Expires The date the task expires. Assignees The names of the administrators to whom the task has been assigned. Acquired By The name of the user who claims the task before any action is taken on it. Due Date The date by which the task is due. Table 26–9 Header Actions Action Description Reject Enables the administrator to reject the task. Approve Enables the user to approve the task. Delegate Enables the administrator to assign a task to another person to act on his or her behalf. Reassign Enables the administrator to transfer a task to another administrator. Suspend Enables the administrator to suspend the task to work on it at a later time. Resume Enables the administrator to resume a suspended task. Withdraw Enables the administrator to withdraw an initiated task. Escalate Enables the administrator to escalate a task to a supervisor. Delete Enables the administrator to delete a task. Appears for all To Do tasks. Purge Enables the administrator to purge a task. Appears for all To Do tasks. Table 26–8 Cont. Header Fields Field Description