Activity Tab
Use the Activity tab to define the activity type and determine how the task is presented to the assignee.
1. Select the most appropriate task type from the Activity menu. The type provides a starting template, but does not restrict your ability to customize the activity by configuring its properties.
The following activity types are provided by default, but your administrators might have customized the options that appear:
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Default
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A default, general activity.
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Set Up Participants
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The activity includes a task for the user to select the members that should be assigned to later workflow activities.
Use this task to set up participants for one or more subsequent activities, as well as include additional task actions. Participants of a role can be added or removed depending on the permissions available to the user.
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Review
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The activity presents voting options to the user.
The default options include Approve or Reject. The user’s voting record is visible in the Routing/Process History table from the object information page.
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Promote
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The activity presents additional voting options to the user:
• Promote—Advance the object to the next life cycle phase.
• Demote—Revert the object to its previous life cycle state.
• Drop—Remove the object from the life cycle so that it cannot proceed further.
• Deny—The object must restart the same life cycle.
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Observe
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The assignee can update the object depending on their permissions.
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Submit
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The assignee moves the object to the life cycle gate.
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2. Complete the following fields:
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Template Format
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If custom task forms templates are enabled, you can select a template to generate a special task information page. For more information, see Using Custom Task Form Templates. • JSP—Render the task information in HTML using a JSP template file.
• XDP(PDF)—The task form template is an XDP file that renders as a PDF.
• Native—The task form template is created in Windchill and renders in HTML.
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XDP(PDF) is only available for an assigned activity.
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Template Name
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Select the task template to use when rendering the task details page.
The options available are determined by your selections under Activity and Template Format.
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Instructions
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Enter instructions for completing the activity.
By default, these instructions appear on the task information page and in the process manager. If you select the Send Notification checkbox, the instructions are also included in the body of the email notification.
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You can include activity variables in the instructions:
• To insert a variable value into the instructions field, enter the variable name enclosed by braces. For example, the primary object is named “Part_01.” If the instructions include the {primaryBusinessObject} variable, “Part_01” appears when the instructions are rendered.
• To insert the value of a template-level variable into the instructions field, first use the value of the template variable to initialize an activity-level variable. You can then use the activity-level variable substitution.
• Braces must be escaped if used elsewhere in the instructions text. For example, \{primaryBusinessObject\} renders “{primaryBusinessObject}” in the instructions. Similarly, \{{primaryBusinessObject}\} renders “{Part_01}.”
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Instruction variables are dynamic. If you change an activity instruction variable for an executing activity, the updated instructions appear for subsequent tasks.
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Signing Required
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Select this option to require additional authentication to complete the task. The user’s electronic signature is attached or associated to the subject object.
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Send Notification
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Select this option to send an email to users when the activity node fires.
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3. If you are creating an XDP template or customizing the options available from a native template, you can generate the necessary XML input. For information about task form customization, see
Customizing Workflow Task Pages.
