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Actions

Actions represent the outcome of a Task, directing the workflow's progression.

Actions are selected either by users or through automated scripts, depending on the task type. Selecting an action advances the workflow to the next step.

Action Properties

The following properties are configurable for each action:

Name: The internal identifier for the action.

Caption: The text displayed to the user. Supports localization.

Is Hidden?: Hides the action from end-users. Useful for temporarily disabling actions or selecting deadline actions for task escalation.

Follow Action: If checked, the system automatically opens the next task for the same user, skipping the user work list. This only applies if the next task is assigned to the same user.

Validation Group: Specifies one or more validation rule groups (separated by semicolons). The action is disabled if any rule within these groups fails.

Comment Policy: Controls the comment input for the action.

  • Optional: Allows the user to optionally add a comment.
  • Required: Requires a comment from the user.
  • Hidden: Hides the comment field.

Allow Bulk Selection: Enables bulk actions from the task list and via email. When enabled, selected tasks in the work list display the action in the top menu, allowing simultaneous action on multiple tasks.

Email notifications include action buttons; clicking these generates an email with the flow ID, which when processed (by clicking "Send"), applies the action via email.

Order: A numerical value controlling the action's order among other actions. Higher values place the action last.

Appearance Properties

Right-click an action to access its appearance properties:

Icon: Select a custom icon.

Color: Set the action caption's text color.

Background Color: Set the action caption's background color.

Confirmation Message: Customize the confirmation message displayed to the user before action execution. Defaults to "Are you sure you want to select the action <action caption>?".

Auto-Select Rule

An auto-select rule automatically chooses an action based on a defined condition, eliminating the need for user interaction. The condition can be a Decision Table or a scripting expression.

Auto-Select with Decision Table

This example uses a decision table to automatically select an action if the "Department" field is "Sales" or " Accounting". Other values invalidate the rule.

Auto-Select with Expression

This example uses a FEEL expression:

The equivalent JavaScript expression:

User Select Script

A script executed immediately after an action is selected by a user. This script runs client-side and has user context. Example: applying a digital signature.

Example: Signing a File Attachment (JavaScript)

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var format = 'X'; // X is default. BES, T, C, X, A are also supported.
var placeHolder = 'Signature\\d'; // Regex to find signature placement in document.

AltiKare.Signature.signFiles($Xml.SelectAll('Files/File'), format, placeHolder).then(function (result) {

    if (result) {
        // result.certificateName contains the name of signer
        // result.certificateIssuer contains the issuer of signer certificate
        // result.certificateSerialNumber contains the serial number of signer
        // result.files.forEach(function(file) {
        // file.sourceId contains source file id.
        // });
    }

    $Complete(!!result);
});

Example: Signing Plain Text (JavaScript)

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AltiKare.Signature.signText('Hello !', true, 'BES').then(function (result) {

    if (result) {
        // result.certificateName contains the name of signer
        // result.certificateIssuer contains the issuer of signer certificate
        // result.certificateSerialNumber contains the serial number of signer
        // result.files.forEach(function(file) {
        // file.id contains the signature file id.
        // });
    }

    $Complete(!!result);
});

Remember to adapt file paths and other specifics to your environment. Error handling is recommended for production use.