Contents
- Assign Task
- Add action
- Configure action
- Action properties
- Examples
DocTrix WorkFlow for SharePoint 2016
- Add Item to Collection
- Build Dictionary
- Calculate Date
- Calculate Value
- Clear Collection
- Count Items in Collection
- Find Interval Between Dates
- Format DateTime
- Get Item from Collection
- Get Item from Dictionary
- Join Items in Collection
- Regular Expression
- Remove Duplicates from Collection
- Remove Item from Collection
- Remove Value from Collection
- Replace Value in Collection
- Set Variable
- Set Workflow Status
Assign Task
Assign Task
Add action
Use context menu or action toolbox to add Assign Task action to workflow scheme.
- Click on the area with (
) icon on the scheme and:
- Select category User Interaction;
- Choose Assign Task.
- In action toolbox:
- Select category User Interaction;
- Drag and drop Assign Task action to the area with () icon on the workflow scheme.
Configure action
Open action configuration dialog to edit action properties:
- Open action context menu on the scheme and choose Edit;
- Or double click the action on the scheme.
Action properties
Use configuration dialog to edit action properties:
| Property | Description |
|---|---|
| Title | Defines action title. By default the title is action type name. |
| Task | |
| Participants | Defines task assignees. Lookups are available for this property. |
| Title | Defines task name. Lookups are available for this property. |
| Description | Defines task description. Lookups are available for this property. |
| Due date | Defines task due date. Lookups are available for this property. |
| Content Type | Content type defines a set of columns available to select as Outcome field and Task item properties. Only content types of the task list which is selected in workflow settings are available for this property. |
| Outcome field | Defines field which contains outcomes of the task. Only fields of type Choice are available for this property. A list of fields is defined by Content Type. |
| Choices | Defines possible outcomes for the task. |
| Default Outcome | Defines default outcome. |
| Wait for task completion | If set to Yes, the workflow will stop until the tasks are completed. If set to No, the workflow will continue to the next action after the tasks are created. |
| Assign a task to each member within groups | If NO, the tasks will be assigned to groups specified in Participants. If YES, individual task will be assigned to each user of the groups specified in Paricipants. |
| Related Item | Lookup to the current workflow item. |
| Initial email | |
| Initial email | Subject of the email. Lookups are available for this property. |
| Body | Body of the email. Formatted text. Lookups are available for this property. |
| Reminder email | |
| Send reminder email | If enabled, the reminder emails will be send. |
| Frequency | Frequency of the emails. |
| Recurrence | Number of the emails. |
| Subject | Subject of the reminder email. Lookups are available for this property. |
| Body | Body of the reminder email. Formatted text. Lookups are available for this property. |
| Cancellation email | |
| Subject | Subject of the cancellation email. Lookups are available for this property. |
| Body | Body of the cancellation email. Formatted text. Lookups are available for this property. |
| Outcome | |
| Task item ID | Outcome order number will be stored in this variable. Only variables of type Integer are available for this property. |
| Task outcome | Variable to store outcome of the task. Only variables of type Text are available for this property. |
Examples
Assign task and store its ID and Outcome:
