Platform: Item task display settings

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Platform: Item Task Display Settings

The settings page «Platform: Settings for displaying tasks by element» is intended for displaying the buttons for completing tasks assigned to this document by the user on the document form.

 

On the list options page, select the item «Platform: Settings for displaying tasks by item». The following options are available on the settings page:

  • Copy settings. To copy the saved settings of the current list to other lists, click «Copy» and mark the lists to which you want to copy the settings.  Click «Copy» to apply the settings.
  • Language. It is used if the system supports multilingualism. Allows you to customize commands for each language.
  • Enable / disable display of tasks on the form. Specifies on / off settings in the list. The default value is «Off». In this case, the specified settings will not be applied.
  • Item view by item. Allows you to select a task list view that contains incomplete tasks assigned to the current user or the role to which the current user is included.
  • Customizing task content types. Allows you to set individual command settings for each type of task list content if the parameter «Interrupt settings inheritance» is set to «Yes». If you select «General» mode, the same command settings will be applied for all types of content. To make settings, click the «Edit». In the opened form, create a command specifying:
  • Command name. Specifies the name of the button with the option to complete the task displayed in the card.
  • Command description. Allows you to specify the description of the command displayed in the pop-up window when you hover over the button with the option to complete the task in the document card.
  • Command display mode. Allows you to set the conditions for displaying the command execution button on the form.
  • Command action. This parameter allows you to select an action when you click the command execution button:
    ✓ Open the task editing form.
    ✓ Launch Nintex workflow.
    ✓ Start the workflow.
    ✓ Complete the task and launch the Nintex workflow.
    ✓ Complete the task and start the workflow.
    ✓ Complete the task with a comment.
    ✓ Complete the task with a comment and start the Nintex workflow without parameters.
    ✓ Complete the task with a comment and start the workflow without parameters.

For each action on the «Edit» button, additional settings are available.

 

  • Enable / disable tracking for new tasks. Defines on / off tracking of the appearance of tasks in the open form of viewing / editing an item.
  • Update Interval (in seconds). Allows you to specify the interval for performing the check for new tasks.

 

 

An example of the display of the task completion buttons on the document form is shown in the figure: