Process design, forms & approvals — found from sitemap — ProcessMaker

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Facts read from this source

• Form task definition Report an error

  “A Form Task represents an activity that a participant performs as part of a case within ProcessMaker Platform. It serves as an interactive step where users provide input or make decisions using screens built in the Screens Builder.”

• Form task assignment targets Report an error

  “A Form Task can be assigned to: A specific user A member of a group The previous task assignee in that case The user who started the case”

• Screen required Report an error

  “Since Form Tasks are designed to collect or display Request information, a screen must be associated with them.”

• Screen preview Report an error

  “After selecting Screen for the Task, you may preview the associated Screen, which allows you to interact with and verify the Screen content in the same Process Modeler.”

• Display next assigned task Report an error

  “Use the Display the Next Assigned Task option to automatically take the user to the next task if it is assigned to them.”

• Default due time Report an error

  “The default due time for a Form Task is 72 hours (three days).”

• Due dynamic variables Report an error

  “Due dates can be set as a static number of hours during process design, or made dynamic by using variables in {{mustache_syntax}} for greater flexibility.”

• Loop modes Report an error

  “Use the Loop Activity panel settings to specify how to perform multiple instances of this object.”

• Loop exit condition feel Report an error

  “In the Exit Condition setting, enter a condition in FEEL syntax. When this condition is True the loop activity is halted.”

• Documentation panel Report an error

  “Edit information by using the What-You-See-Is-What-You-Get (WYSIWYG) rich text editor.”

• Self service assignment Report an error

  “Enable the Self Service toggle to allow group members to self-assign the Task from a queue.”

• Reassignment options Report an error

  “Enable the Allow Reassignment toggle key to allow the Task assignee to reassign the Task if necessary.”

• Task notification events Report an error

  “Assigned Send a notification when this task is assigned or reassigned. Completed Send a notification when this task is completed Due Send a notification when this task is due.”

• Default email notification Report an error

  “When a new Form Task is created, the platform automatically generates a default email notification to streamline case communication.”

• Actions by email Report an error

  “Allow task recipients to complete tasks directly from their email inbox without logging into the ProcessMaker Platform.”

• Actions by email forwarding risk Report an error

  “If an Actions by Email notification is forwarded to another user, that user can still complete the action, and the system will treat it as if it came from the original assignee.”

• Actions by email require login Report an error

  “Enable the Require Login setting to require a user to log in before filling out the screen.”

• Web entry modes Report an error

  “Web Entry provides a seamless and straightforward method for initiating or completing cases, catering to both anonymous and authenticated users.”

• Web entry password protect Report an error

  “Select the Enable Password Protect setting to require a password to access the Web Entry.”

• Slideshow placeholder Report an error

  “Size of a placeholder image for slideshows must less than 2 MB. Image files with PNG, JPG, JPEG, and GIF extensions are supported.”

• Boundary events supported Report an error

  “After adding an object to a process, consider adding the following events to handle exceptions: Boundary Timer Event element Boundary Error Event element Boundary Signal Event element Boundary Conditional Event element Boundary Message Event element”

• Required permissions Report an error

  “Processes: Edit Processes Processes: View Processes”

• Multi instance email behavior Report an error

  “Users without an email address still receive the assigned task in their task inbox as usual. The platform skips email validation for those users and does not attempt to send email notifications to them.”

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Scores citing this record

• The Data Protection Officer Process design, forms & approvals
• The Data Protection Officer Execution, error handling & monitoring
• The Data Protection Officer Governance, credentials & audit trail
• The Head of IT Process design, forms & approvals
• The Head of IT Execution, error handling & monitoring
• The Integration Engineer Process design, forms & approvals
• The Integration Engineer Execution, error handling & monitoring
• The Operations Analyst Process design, forms & approvals
• The Operations Analyst Execution, error handling & monitoring
• The Process Owner Process design, forms & approvals
• The Process Owner Execution, error handling & monitoring
• The Skeptic Process design, forms & approvals
• The Skeptic Execution, error handling & monitoring