Auto Tasks

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Introduction

Auto Tasks provide the ability to execute processes from Custom Buttons on different entity views in apps on the Hornbill platform. Auto tasks are similar to business processes, however differ in that they do not contain stages, can't be paused, don't use tasks or approvals, or have options for the process to be suspended. When executed the Auto Task processes will simply start > Execute > End. An Auto Task process can contain many process nodes and can execute many actions from a single custom button. Auto Task processes can be configured using the Auto Task Designer

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Configuration

  • Auto Tasks if enabled by an app on the Hornbill platform, will be accessible to configure via the admin console > Applications > [App] > Auto Tasks.
  • Auto Tasks processes can be configured against different entities in each different app. Ensure you choose the appropriate entity you wish to create the Auto Task process against from the drop down.
  • Auto Tasks can be configured to be invoked from Custom Buttons on entity views in the different line of business applications.
  • Auto Task processes will only be visible to invoke if the process is validated and marked as active.
  • Auto Task processes will only be visible to invoke if the process is created for the relevant entity (see "Apps & Entities" section).


Roles

  • Business Process Manager - This role will enable a user to configure Auto Tasks against entities in an application from the admin console.
  • Form Designer - This role will enable a user to configure a custom button to invoke an Auto Task from a custom button on an entity view.
  • Visibility of the custom buttons, from which an Auto Task process can be invoked is configurable per custom button on each entity view.

Please note in order to add auto task processes to a custom button you will need to create a new custom security role, level of user and assign it rights to the following database table - h_sys_custombutton_config. Any user who is required to configure custom buttons to add auto task processes will need to be assigned this custom role. This custom role will become redundant in a future Hornbill update.

Apps & Entities

Auto Task processes can be configured, and invoked via custom buttons on the following apps and entity views.

  • Service Manager
  • Requests
  • Assets
  • Document Manager
  • Documents

Note: on creation, the default entity for an Auto Task process is set to "Global". This value needs to be changed to a relevant entity for the process to be available for selection when designing custom buttons.