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Building and Configuring Workflows
Task Configuration
Task Configuration
The workflow configuration panel in the Workflow Editor allows you to configure task details, properties, parameters, variables, events, namespaces, and data sources for workflows.
Configuring Electronic Signatures
To include a signature with a task/task step action or a form, add personnel with the authority to sign and verify forms. By default, all signatures are configured at the workflow level.

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Building and Configuring Workflows
- Workflow Design Basics
- Workflow Foundations
- Task Management for Administrators
- Task Configuration
  - Task Configuration
    The workflow configuration panel in the Workflow Editor allows you to configure task details, properties, parameters, variables, events, namespaces, and data sources for workflows.
    - Developing a web form for a workflow
      This tutorial shows how you can design, develop, and use a web-based form, then add it to a simple workflow for use by an operator working in the Task List.
    - Task List Filters Configuration
      Users can perform context sensitive filtering in the Task List, which focuses a list of tasks or task steps on specific criteria.
    - Task Assignments
      Task assignments include routing workflow task to a location or personnel resource depending on the requirement of the workflow.
    - Continuously Looping Workflows
      You can configure a workflow to run the preprocess through the postprocess logic in a continuous loop.
    - Task Name
      Task Name is a general read property that is available at the workflow level.
    - Highlight Color
      Highlight Color is a general writable property that you can use to emphasize a task or task step during run time. When viewing these tasks during run time, you will observe a bar of color on the task that you set a color against.
    - Configuring Electronic Signatures
      To include a signature with a task/task step action or a form, add personnel with the authority to sign and verify forms. By default, all signatures are configured at the workflow level.
      - Configure electronic signatures for use during workflow run time
        You can configure electronic signatures to be available when a workflow is running to verify a task/task step action or a form.
      - Examples for Binding Valid Performers and Verifiers
        Workflow provides the ability to bind valid performers and valid verifiers to an input parameter or the current value of a data item.
    - Automatic Task Selection
      Auto Select is a read property that is available at the workflow level. You can set a task to be selected automatically in the Task List during run time by configuring client methods or workflow activities with the Auto Select feature.
    - Parameters
      Parameters are used to pass data into and out of a workflow or subprocess, so that they can interact with other workflows and subprocesses.
    - Local Variables
      Local variables are used as local data sources that are available to the running workflow during the lifetime of the workflow instance.
    - Data Items
      Data items are data bound to data sources that are external to the current workflow. If the data item has a defined data type, then the data item acts as a local variable of that data type.
    - External Events
      External events allow the workflow or subprocess to use events defined outside of the workflow.
    - Namespaces
      A namespace is a logical design-time naming convenience, used mainly to define scope in an application and organize classes and other types in a single hierarchical structure.
    - Linked Documents
      You can link documents or web sites in workflow tasks, subprocess task steps, and schedule tasks. If the document is defined at the task level, it is visible in all task steps.
    - Work Instructions
      The Work Instructions tab is where you can input detailed instructions for a person performing a task or task step.
    - Configuring Operator Task List Actions
      Operators can perform a variety of actions with a task or task step, such as assigning priority, entering expiration reasons, cancelling, performing jumps, acquiring and releasing the task, and reassigning task steps.
- Task Step Configuration
- Global Subprocesses
- Basic Activities
- Schedules
- Faults
- Test Workflows
- Debug Workflows
- Track Data
- Web Services Service Provider
- Legacy Workflow Web Service
- Categories
- Completion Codes
- Actuals
- REST APIs
eSOP
ActiveX Task Controls
Service Interfaces
Operator Task List in the Workflow Client
Best Practices

Configuring Electronic Signatures

To include a signature with a task/task step action or a form, add personnel with the authority to sign and verify forms. By default, all signatures are configured at the workflow level.

Override Workflow E-Signature Check Box (Subprocess Only)

All signatures are configured at the workflow level unless you override this setting at the subprocess level.

Attribute	Value	Description
Override Workflow E-Signature	User-defined	Select this check box to configure e-signature settings for a task step. When you select this check box, the Electronic Signature Settings area becomes active. For more information on configuring this section, see below.

`Signature Required` Check Box (Workflow and Subprocess)

If the task/task step action or form for your run-time workflow requires a signature, select the Signature Required check box.

Tip: You can bind these properties to a resource related to a workflow or subprocess.

Attribute	Value	Description
Valid Performers	User-defined	Click the ellipsis button to select a personnel resource who has specific security authorization to perform this action. Members of this group signs forms related to the Form activity in the workflow.
E-Signature Description	User-definedString	Specifies the reason for the signature.

Close if Signature Fails Check Box (Workflow and Subprocess)

If you select this check box, the task/task step action or form will close after the number of failure attempts has been reached. The workflow will continue to execute even if the signature does not work or is invalid.

Verifier Required Check Box (Workflow and Subprocess)

If the first signature (that is, the performer's signature) for your task/task step action or form requires a back-up signature to verify the original signature, then select this check box. If the form does not receive a valid signature, the workflow will not continue to execute.

Tip: You can bind this property to a resource related to a workflow or subprocess.

Attribute	Value	Description
Valid Verifiers	User-defined	Click the ellipsis button to select a personnel resource who has specific security authorization to perform this action. Members of this group verify the signature(s) on the form after it is submitted.