Difference between revisions of "Auto Tasks"
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* Auto Tasks can be configured to be invoked from [[Custom Buttons]] on entity views in the different line of business applications. | * 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 validated and marked as active. |
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| + | '''Please note that the visibility of the Auto Tasks tile in the Admin Tool is pending a new update to the Hornbill Admin Tool, which is due to be made available on Monday 20th April.''' | ||
==Roles== | ==Roles== | ||
Revision as of 12:01, 15 April 2020
| Home > Integration > Business Process Automation & Orchestration > Auto Tasks | Index |
IntroductionAuto 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 can be configured against different entities in each different app.
- 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.
Please note that the visibility of the Auto Tasks tile in the Admin Tool is pending a new update to the Hornbill Admin Tool, which is due to be made available on Monday 20th April.
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.
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