Setting Up the Tasking add-on module

Introduction

Now that you have installed the Tasking add-on module, you must incorporate the application with your CU Life Workbench to utilize it. This guide walks you through the incorporation steps.

Required incorporation

To incorporate the Tasking add-on module into the CU Life Base application, you must modify specific application objects to display the Tasking tab on the Connected Underwriting — Life Settings site.

Display the Tasking page on the Settings site

To display the Tasking page:

1. In the target environment, log in.
2. Navigate to Appian Designer.
3. Navigate to the Insurance Life Underwriting (ISL) application.
4. Search for and open the ISL_SitePage_AdminSettings interface object.

   1. In expression mode, add an additional item to local!navBarSections for Tasking as shown:

      

   2. In the match() statement in the second column layout that displays the left sidebar navigation, add a condition for displaying the Tasking page as shown:

      

Add the ISL_Case record type relationship

In this step, you will add a relationship between the ISL_Case record type and the ISL_TSK_CaseTask record type.

To add the record type relationship:

1. Navigate to Appian Designer.
2. Find and ope the ISL_Case record type.
3. From the Data Model page, select ADD RELATIONSHIP to open the Add Relationship dialog.
   1. In the Related Record Type field, enter ISL_TSK_CaseTask record type.
      1. Relationship Name: tasks
      2. Relationship Type: One to Many
      3. ISL Case: caseId - Number (Integer)

      4. ISK_TSK_CaseTask: caseId - Number (Integer)

         

Add the Add From Library related action

Next, you need to add a related action to the ISL_Case record type that allows users to retrieve existing tasks from the Tasks Library.

To add a related action to the ISL_Case record type:

1. Locate and open the ISL_Case record type, and add the Add From Library related action as shown:

   

   • Display Name: Add From Library
   • Process Model: ISL_TSK_CaseTask_RecordAction_AddFromLibrary_CreateUpdate

   • Context:

     1
     2
     3
     {
       case: rule!ISL_TSK_CaseTask_RecordAction_AddFromLibrary_InitializeParameters(caseId: rv!identifier)
     }
     

   • Key: addFromLibrary

Display the Underwriting and Ops Tasks tabs

Next, you need to update the ISL_Case_WorkItemsSummary interface to display the Underwriting Tasks and Ops Tasks tabs in the Case Summary view.

To update the ISL_Case_WorkItemsSummary interface:

1. Search for and open the ISL_Case_WorkItemsSummary interface object.

2. Add map data for the ISL_TSK_CONF_WorkItems tasks tab in local!tabs.

   

3. Add the a!match code for equals value 2 and equals value 3 to display the tab contents as shown:

   

Display the Active Tasks KPI in the Workbench

Following the steps in this section to display the Active Tasks KPI on the ISL_Workbench_Sub_Metrics interface in Workbench.

To display the Active Tasks KPI:

1. Search for and open the ISL_Workbench_Sub_Metrics interface object.

2. Call the ISL_TSK_WorkbenchTaskMetrics in the contents parameter of the third column.

   

3. In the a!match function, if the equals value is set to Active Tasks, then return the ISL_TSK_Workbench_ActiveTasks and pass the parameters as shown:

   

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