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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.
Work Instructions
The Work Instructions tab is where you can input detailed instructions for a person performing a task or task step.

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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.
    - 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.
      - Add work instructions to a workflow or subprocess
        The Work Instructions tab is where you can input detailed instructions for a person performing a task or task step.
      - Modify or delete workflow or subprocess work instructions
    - 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

Work Instructions

The Work Instructions tab is where you can input detailed instructions for a person performing a task or task step.

These instructions appear as a Work Instructions button in the Task List. If no information is available, this section is not visible to an operator. The information can include anything that an operator requires to perform a workflow task or a subprocess task step, or finds useful to complete the task/task step.

Note: If content in the work instructions area exceeds a certain threshold, the editor may not perform optimally during design time, as well as in the Task List during run time. To prevent this issue, use the following recommendations: use small graphic files; use small amounts of text, or several line breaks, within the body of the work instructions area.

Updating Work Instructions During Run Time

You can use keywords to replace text in work instructions and email subjects and bodies. This text is replaced with keyword values in a workflow at run time.

For more information, see Replace keyword text during run time.

Attributes

The following table describes the available options.

Attribute	Value	Description
Task/Task Steps list	N/A	Specifies the name of the currently selected workflow, and the names of all subprocesses associated with that workflow.
Work Instructions	User-defined	Select the workflow or a subprocess, and then enter instructions related to that task or task step.