Understanding task management activity flow
The task management feature provides the generic transactions to create and maintain the lifecycle of a task, and to manage the task list in the system.
To maintain the lifecycle of a task, be familiar with status process.
The following task status transition diagram shows the task status
process:
The activities related to task management are as follows:
- create—Calls the addTask transaction to create a task.
- assign—Calls the updateTask transaction with an assign action to set the owner in a task.
- unassign—Calls the updateTask transaction with an unassign action to empty the owner in a task.
- reassign—Calls the updateTask transaction with an reassign action to set a different owner in a task.
- save—Calls the updateTask transaction with a save action to save data changes in a task.
- submit—Calls the updateTask transaction with a submit action to complete a task.
- approve—Calls the updateTask transaction with a approve action to complete an approval task.
- reject—Calls the updateTask transaction with a reject action to complete an approval task. The previous task is returned to the previous task owner with a status of returned.
- delete—Calls the updateTask transaction with a delete action to inactivate a task.
In addition to the task lifecycle operations, users can also update
other information associated with a task, including process ID, task
priority, task due date, task owner, task owner role, and entities
associated with the task using the following transactions:
- updateTask—Calls the updateTask transaction to update the
task information, including the following:
- Task priority
- Task due date
- Task owner
- Task owner role
- Process ID
- Associated entities
- updateMultipleTasks—Calls the updateMultipleTasks transaction with a list of tasks to update
- addTaskComment—Calls the addTaskComment transaction to add a comment regarding a task.
- updateTaskComment—Calls the updateTaskComment transaction to update a comment regarding a task.
Task management provides the following transactions to retrieve
task information in the system:
- getTask–Calls the getTask transaction to get the task info
at the given inquiry level:
- 0—Indicates the basic task information, plus information in the associated workbasket which contains the entity list
- 1—Indicates level 0 information plus all associated task comments
- searchTask—Calls the searchTask transaction to retrieve
a list of tasks at the given inquiry level that match the give search
criteria, which can be one or more of the following attributes:
- Task name
- Task owner
- Task status (zero or more)
- Task category type
- Task due date (including the start and end dates)
- Maximum results
This transaction supports pagination.
- getAllTaskCommentsByEntity—Calls the getAllTaskCommentsByEntity to retrieve all task comments associated with tasks that include the given entity. This transaction supports pagination.
- getAllTaskCommentsByEntityAndCreator—Calls the getAllTaskCommentsByEntityAndCreator to retrieve all task comments created by the given creator and associated with tasks that include the given entity. This transaction supports pagination.