Overview
Interactive tasks require user input and manual completion. Interactive tasks must be assigned to one or more contributors who are responsible for completing the task. An interactive task must also have a supervisor who is responsible for approving that the task has been completed. Optionally, an interactive task may have an owner assigned who can verify if a task is complete.
Interactive tasks include the following:
| Task | Description | Task Type |
| File Import | File Import tasks are used to manually import data from an Excel or CSV file. | Application |
| Data Input | Data Input tasks are tasks that require user input in FluenceXL writeback reports or Fluence XML Forms. | Action |
| Reporting | A Reporting task allows a user to view data in a report. | Reporting |
| Review | The Review task allows the user to decide whether to approve or reject the previous step in the workflow. | Action |
| To Do | To Do tasks are used to inform a user that there is an offline manual task to be performed. To Do tasks have instructions and are completed like any other task. | Action |
Common Workflow Task Fields
To complete a workflow, users will use different tasks to complete the process. Each task type has different required fields. Interactive tasks require user input and manual completion. Non-Interactive tasks automatically start and complete without user intervention once they have been started.
For interactive task types, there are common fields that may apply.
Workflow Roles
| Role |
Description |
| Owner |
This is a user who, depending on the task, can approve or reject when the task is complete, as well as complete a task. The owner can also set a percent complete for the task. The owner is the person responsible for the delivery of the task.
This is an optional field. If the owner is not explicitly set, the contributor is considered the owner. |
| Supervisor | A supervisor is a user supervising that the task is complete. This is a user who, depending on the task, can approve or reject when a task is complete, as well as complete a task. Supervisors can verify if a task is complete in place of the owner. For example, if the owner is out of the office. |
| Contributor |
A contributor is a user that performs or works on the task. If the owner is not explicitly set, the contributor is considered the owner, and depending on the task, will therefore have the ability to approve or reject a task, set a percent complete, and complete a task. |
Due Dates
This is the date the task needs to be completed by. This is an optional field. Choose from the following options:
| Due Date | Description |
| No Due Date | The task will never be overdue |
| From activity start time | Set the due date from when this task starts plus the days, hours and minutes selected |
| From activity start time, business days only | Set the due date from when this task starts plus the days, hours, and minutes selected not including weekends |
| From process start time | Set the due date from the start of the workflow process plus the days, hours, and minutes selected |
| From process start time, business days only | Set the due date from the start of the workflow process plus the days, hours, and minutes selected not including weekends |
| Before process end time | Set the due date from the due date of the workflow process less the days, hours and minutes selected |
| Before process end time, business days only | Set the due date from the due date of the workflow less the days, hours, and minutes selected not including weekends |
| Absolute Date | Set the exact date specified |
Advance Rule
This field specifies how to advance to the task. The default is All predecessors have completed. Choose from the following options:
| Advance Rule | Description |
| Every time a predecessor completes | Whenever any of the previous tasks have been completed, the current task is started. In this case, if there are three previous tasks, the current task will be run three times. |
| All predecessors have completed | When all tasks before the current task have been completed, then the current task is started. |
| First time a predecessor completes | When any of the previous tasks have been completed, then the current task is started and will be started only once. |