Tasks

Tasks allow users to divide actions performed by a tool (such as Submit) into subtasks and execute these subtasks as a group. For example, the Submit tool changes the node's state to Pending Approval and changes ownership of the node to an Approval Officer. Tasks divide the Submit tool into two subtasks (change state and change owner). You may then use these subtasks in conjunction with other subtasks to create a task that best accommodates your business process.

Each node type can have a set of tasks (which are made up of subtasks) associated with it. Only tasks associated with a node type can be invoked for a node of that type. If the same task is applicable to more than one node type, each node type must have a separate task defined and associated with it.

The Tasks window appears at the bottom of the Node Types tab. Click Properties to modify an existing task or Add to create a new one. This opens the Task Properties window.

Enter a task name and description.
Check the Visible in Task Tool checkbox if you want the task to be shown in your Process Framework extension (such as Session Manager). If this checkbox is selected, the user has the necessary role to perform the tasks, and all of its criteria to be enabled are satisfied, the task appears in the Task Tool. Uncheck this field if you wish to hide a task.
Use the bottom window the add subtasks to your task. The up/down arrow buttons allow you to arrange the subtasks in the order you want them to execute.
If you select a subtask that contains parameters, you can designate the parameter values. In the example below, the Change Owner By Role subtask contains a Roles parameter. The subtask returns a list of users filtered by the parameter value entered in the Parameter Values field. The sample parameter below uses the Role field (on the Roles tab). When configuring the task, the user may enter a value to determine who the list of users is filtered.
Select a transition or a task role. If you select a transition, that transition and the roles assigned to it are used. If you do not select a transition, you may apply user roles using the task roles field.
Click OK to save the task.
On the Node Types tab, the Order button allows you to determine the order in which the tasks appear on the Task tool in your extension.

If you create a new task while ArcMap or the standalone version of Session Manager (or Workflow Manager) is open, you need to close ArcMap (Session Manager or Workflow Manager) and reopen it before the new task appears in the user interface.

IMPORTANT:
Renaming Tasks: You can rename existing tasks (i.e., those provided with the product). However, renamed tasks MUST be localized. In many cases buttons and subtasks may refer to tasks by name. If you do not localize a renamed task, any buttons or subtasks that reference it fails.

See the help topic Process Framework Tasks Localization.

Customizations

You can create custom subtasks.

See the ArcFM Desktop Developer Guide help topic Subtasks.