The capabilities described on this page are included in Appian's advanced and premium capability tiers. Usage limits may apply. |
This page explains how to set up attended and unattended tasks for your workflows.
Attended tasks are tasks within a workflow that require user interaction. These tasks are designed for actions that need human oversight or decision-making, ensuring that critical steps receive the necessary attention. This involvement helps maintain control and accuracy in your processes.
Unattended tasks automatically start at their designated point in the workflow, perform a specific action, and then move to the next task without needing user interaction. This automation helps streamline processes and saves time, letting you focus on more important tasks.
Case Management Studio comes with three pre-configured attended task types: confirmation, decision, and document upload. Unattended task types are not provided. If you need additional attended or unattended task types, follow the steps on this page to add them.
To set up an attended task:
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for an attended task. This identifies the task as attended.Configure any new fields.
If you are… | Then… |
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creating a new record type object for the new task data | add a record type relationship to relate this new record type to the CMGT_Task record type. |
adding additional fields to an existing record type | add new fields to the CMGT_Task record type by using the Modify Source Fields action. |
a!match()
function in the CMGT_Task_RecordAction_Complete interface to specify how the interface should display content for your new task type.
a!match()
function uses the TASK_BEHAVIOR_TYPE_ID from the CMGT_CFG_TASK_BEHAVIOR_TYPE table.a!match()
function for displaying completed tasks by task type. Modify the a!match()
function to include the new task type, ensuring completed tasks display accurately.To set up an unattended task:
1
. This identifies the task as unattended.Configure any new fields.
If you are… | Then… |
---|---|
creating a new record type object for the new task data | add a record type relationship to relate this new record type to the CMGT_Task record type. |
adding additional fields to existing record type | add new fields to the CMGT_Task record type by using the Modify Source Fields action. |
a!match()
function for displaying completed tasks by task type. Modify the a!match()
function to include the new task type, ensuring completed tasks display accurately.Configure Attended and Unattended Tasks