User Activity

The user Activity is used to create an actionable item assigned to a user. If a user Activity has been assigned to a user, a task will appear in the user's Task List. The user must complete the task before it can be removed from the Task List. A user who is assigned a task will be automatically given permission to any object in the Process Timeline package so they may complete the task. Examples of this task can be an approval task or update task.

When a Process Timeline Activity is assigned to a user with an invalid UID or user ID, Process Director will immediately stop the process, and place the Process Timeline Activity into an error state. This is also true for anonymous user assignments if the email address is not a valid format (Process Director can't validate the email address itself, only the format).

Note If your process includes tasks for unauthenticated users, please refer to the documentation on Anonymous Users for special concerns that may apply to some settings.

In addition to the common properties tabs that appear for all Timeline activities, the configuration settings below are unique to this activity type.

Participants Tab #

Determines which users are a participants of the user task. Users can be added via the Add Participant button, and the participants can be specified via the Participant Type dropdown.

When multiple users are assigned to a task, a sub task can be automatically created for each user. You must have a form field that specifies the name of each desired subtask. For instance, you might assign a task called "Approvals" to two users, in sequence. In that case, you'd need two form fields, one of which has a default value of "Approval 1", and the other "Approval 2". When the users complete their task, Both the Task Name and Sub Task name will be assigned to each user, so that you can track both the task, and sub tasks for each user, as they are completed.

Results Tab #

The Results Tab appears when either the User or Wait activity types are selected. The Process activity also has a result, which is generated automatically, and is explained in the "Results of a Process Activity" section below.

A user activity in the Process Timeline can have results assigned to it. Multiple results can be added to an activity by clicking on the Add Result Button.  Each result will have its own properties, which are presented in a tabbed interface.

The results will be used as the Activity result for the task, which will appear in the Routing Slip and in the Timeline Administration screen.

Conditions Tab #

This is one of the two tabs displayed for each result's configuration settings. The Conditions Tab includes the following controls.

Conditions Tab

Results of a Process Activity

The Process step requires that a Workflow or Process Timeline definition be configured. The configured process will be started as a subprocess (child process) of the main (parent) process. A subprocess can consist of a Workflow or a Process Timeline. You may copy objects from the parent process to the child process and vice versa.

When a subprocess contains an End Process step or activity, it will return the name of the End Process step as a result for the parent Process activity. Process Timelines and Workflows use the End Process function differently, so the results can be slightly different depending on the type of subprocess that is called by the Process activity.

Workflow

In the example above, the Workflow's End Process step is named "Completed".  If this Workflow runs as a subprocess, then, when the process reaches this step and completes, the name "Complete" will be passed to the parent workflow as the result of the Process step that started the sub-process.

Workflows do NOT automatically end when an End process step is reached. Workflows end when all of the required steps in a Workflow have completed. You can have two Workflow paths running concurrently, or in parallel, each of which may have its own End Process step. If a Workflow contains two parallel paths that each have a different End Process step, then, when the subprocess completes, it will return a comma-separated string containing the names of BOTH end process steps. In the parent Process Timeline, the returned string will then be set as the result of the Process activity that started the subprocess.

Timeline

Unlike the End Process step in the Workflow, the End Process activity in a Process Timeline stops the running of the Process Timeline immediately. As such, the End Process activity can only run once in a Process Timeline. So, if you have parallel activities running in a Process Timeline, all of the parallel steps must complete before the End Process activity is reached.  Process Timelines with multiple End Process activities will need to have conditions set on each End Process activity to ensure that only one of the End Process Activities runs. When the subprocess completes, the name of the End Process activity that was run will be returned to the parent process as the result of the Process activity that started the subprocess.

Options Tab

This is one of the two tabs displayed for each results configuration settings. The Options Tab includes the following controls.

Options Tab

Due Date Tab #

The standard options for the Due Date tab are described in the Due Date Tab section of the Timeline Activities topic. The User activity type also has an additional option specific to the User activity type.

Advanced Options Tab #

This tab provides many additional settings for controlling task assignment, completion, activity restarts, and more, as described below.

Other Activity Types

To view the documentation for other activity types, you can navigate to them using the Table of Contents displayed in the upper right corner of the page, or by using one of the links below.

Notify: This activity type sends email notifications to users who aren't participants in the process.

Process: This activity type invokes a different process that will run as a separate, synchronous subprocess.

Script: This activity type enables you to invoke a custom script.

Custom Task: This activity type invokes a Custom Task to run when the activity starts.

Form Actions: This activity type enables you to manipulate the Form used for the process.

Branch: This activity type enables you to change the operation of the Process Timeline to invoke a specified activity.

Parent: This activity type serves as a container for other activities and to create a looping segment in a Process Timeline.

End Process: This activity type enables you to conditionally end a process.

Wait: This activity type enables you to pause a Process Timeline.

Case: This activity type enables you to manipulate the Case instance that is associated with the Process Timeline.