Add Deadline to Task¶

Scenario¶

Use this example when a task must complete within a defined time and the process should react automatically when that time limit is exceeded.

Prerequisites¶

• permission to create folders and processes
• access to the process editor and form designer
• a test user who can run the created process

Steps¶

Create a Folder¶

1. Open the folders area.
2. Create a new application folder, for example Expense Form.

Create a Process¶

1. Create a new process inside the folder.
2. Open the process in edit mode.
3. Select the default pool to start modeling.

Create the Tasks¶

1. Rename the opening task to Expense Form.
2. Add the Submit action to the opening task.
3. Create the next task and rename it Manager Approval.
4. Add Approve and Reject actions to the approval task.
5. Route the Reject action back to the first task.

Add the Deadline¶

1. Open the deadline menu by selecting the clock icon under Manager Approval.
2. Set the deadline duration.
3. Optionally enable the notification checkbox.
4. Select the action that should run when the deadline expires.

The action list is populated from the task actions, so the deadline can advance the process automatically when the time limit is reached.

Create the Form¶

1. Open the form under the same process.
2. Add a row-content section.
3. Add a text control inside the section.
4. Save the form layout.

Save and Test the Process¶

1. Close the designer tab.
2. Commit the process changes.
3. Start the process from the folder.
4. Submit the first task so the approval task is created.
5. Observe the task in the worklist before and after the deadline expires.

When the approval task is active, it appears in the orange queue because it has a deadline.

After the deadline passes, the task moves to the red queue and the deadline information is shown in the task detail.

Result¶

You now have a process task with an automatic deadline and an explicit action path for overdue work.

Related Pages¶

• Task Scheduling
• Tasks
• Worklist