Make Decision

This activity opens the form for making a decision on a document in Web Application.

Settings of the Make Decision activity

To configure this activity, double click on it on the process graphic model (fig. 1). The page of this activity will open, which consists of the following tabs (fig. 2).

Fig. 1. Make Decision activity

Fig. 2. Make Decision activity settings

Common tab

Name * — name of the Make Decision activity, displayed on the graphic model, in the process documentation, process policies and in the header of the settings window.

Task Name – select an option of generating the name of the make decision task, displayed in Web Application.

Use operation name – use the name of the activity as the name of the user task;
The name is generated from template - generate the name from template. The template can include text, context variables and parameters of the current process instance.

Description – add a description of the activity.

The description is generated from a template box allows generating a task description from a template. The template can include text, context variables and parameters of the current process instance.

Availability on external devices - this unit displays information on availability of this activity ELMA mobile application.

The Forbid to reassign box forbids reassigning the task to another user in Web Application. This setting can be overwritten by the system administrator in Administration – Access Settings – Processes, where access permissions are assigned for each process. If a user has permissions to Reassign Tasks, the Forbid to reassign box is ignored.

The box Do not reassign to substitute user becomes available if the Forbid to reassign box is checked. This settings allows ignoring the substitution settings. The Do not reassign to substitute user option applies only to the current task. For example, if the executor of this task is a user, who is substituted by another user, then the substitution settings will be ignored and the task will be assigned to the substituted user.

Documents tab

This tab is similar to the Documents tab of the Send for Approval activity.

Context tab

This tab is similar to the Context tab of the Send for Approval activity.

Execution Time tab

Fig. 3 shows an example of this tab.

Fig. 3. Execution Time tab

This tab allows adding time report limit for the Make Decision task. If you do so, the task executor will not be able to add more hours than limited to the time report in Web Application. To learn more about configuring time report limit, see the respective Help page.

Advanced tab

Fig. 4 illustrates an example of this tab.

Fig. 4. Advanced tab

Allow to create tasks – this parameter allows creating decision based tasks. When this box is checked, the form for making a decision will display the Create the list of decision based tasks unit (fig. 5).

Fig. 5. Create decision based tasks unit

You can enter additional information on the task in the Note field.

Configuring an outgoing transition from the Make Decision activity is similar to configuring an outgoing transition from the Send for Approval activity.

To learn about the make decision task in Web Application, see the respective Help page.