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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.
Local Variables
Local variables are used as local data sources that are available to the running workflow during the lifetime of the workflow instance.

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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.
    - 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.
      - Configure or modify a local variable for a workflow or subprocess
    - 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

Local Variables

Local variables are used as local data sources that are available to the running workflow during the lifetime of the workflow instance.

Local variables can be written to by an activity bind or from a Write activity. For example, you have a workflow with a subprocess called Subprocess1, and the subprocess contains two activities: Activity1 and Activity2. Subprocess1 also contains a local variable called Variable1. When the workflow runs and reaches Subprocess1, Activity1 writes to Variable1. Activity2 can now read from Variable1, and Variable1 can be manipulated depending on the type of activity that Activity2 is defined as.

Local variables can be defined at both the workflow and subprocess levels. Subprocess local variables can be accessed only from within the specific subprocess they were created in, whereas workflow level local variables can be accessed from anywhere within the workflow. For example, an activity in one subprocess can write to a workflow local variable, and in turn be accessed again in another subprocess.

Tip: You can use a Write Activity to change some property values at run time.

Local Variable Properties

The following table describes the available options.

Attribute	Value	Description
List	N/A	Displays the items created for the current workflow or subprocess.
Add	N/A	Click to add.
Remove	N/A	Click to delete the selection.
Name	User-defined	Specifies a display name for the selected property.
Type	User-defined	Specifies the data type for the variable.
Initial Value	User-defined	Specifies a value that corresponds with the data type specifications.
Allow tracking for this variable	N/A	Select this check box to add the local variable to a trackable variables list in Tracking Configuration, and to ensure that data related to a task is available when a running workflow completes. Important: To track a variable, you must also select it in Trackable Variables in the Tracking Configuration tab. Note: To view a tracked variable after a workflow has run, enable tracking at both the process (workflow) and subprocess level.
Description	User-defined	Provides more information that a user may find helpful.