The User service permits users to interact with processes through Workspace ES. You must configure the form that will be displayed to the user during the step, based on the variable of data type xfaForm, Form, or Document Form that you should have previously created.
You can specify that a form must be saved before the task is completed. In Workspace ES, a green check mark appears on the Complete button
and the user must fill a form and save it to complete the task.
To specify a form to display to the user:
Select the Assign Task operation in your process diagram.
In the Properties view, click the Form Data Mappings category.
To specify the variable that represents the form that the user will see, in the Input Form Variable box, click the ellipsis button
.
In the XPath Builder dialog box, double-click the name of the Form variable, xfaForm variable, or Document Form variable that represents the form to display to the user, and click OK.
(Optional) To specify that a user must fill and save the form before the task is completed, select Form Must Be Saved.
(Optional) To save the form data, in the Output Form Data list, select either XPath Expression or Variable:
If you select XPath Expression, perform these steps to specify that the variable that will store the output form data using an XPath expression:
Under Output Form Data, click the ellipsis button.
In the XPath Builder dialog box, build the expression to the variable, and then click OK.
If you select Variable, select the process variable that stores the output form data.
Note: The variable specified will be the same variable specified in the Input Form Variable section. You cannot mix data types for an individual Assign Task operation. No validation occurs during the design of your process if you incorrectly assign variables of different data types.
(Optional) To save the task identifier associated with operation, in the Task Id list, select either XPath Expression or Variable:
If you select XPath Expression, perform these steps to specify that the process identifier will be retrieved from an XPath expression:
Under Task Id, click the ellipsis button.
In the XPath Builder dialog box, build the expression to the variable, and then click OK. If you choose to save the task identifier, you must create a variable of data type long (or a variable that can be coerced to long). The task identifier is useful for retrieving information about the task at a later time.
If you select Variable, select the variable of type long that stores the task ID.
(Optional) To save the information for the user who completed this step, in the Completed User Id list, select either XPath Expression or Variable:
If you select XPath Expression, do these tasks to specify that the user profile will be retrieved from an XPath expression:
Under Completed User Id, click the ellipsis button.
In the XPath Builder dialog box, build the XPath expression to the process variable that stores the user profile. For example, storing the user profile who completed the task may be useful for routing the task back to the user who completed the task.
If you select Variable, select the process variable that stores the user profile who completes the task. The variable is a data type of string.