Basic Administration > Supporting Collaboration > Workflow Administration > Workflow Tools > Workflow Template Administration > Common Workflow Administrative Tasks > Using Custom Task Form Templates
  
Using Custom Task Form Templates
When a user is assigned a workflow task, they use the task information page to complete the task. As a workflow administrator, you can use a task form template to define what information and actions appear on the task information page.
By default, an HTML task form appears with multiple tabs.
In order to configure the tabs and information that appears, you can create and use native task form templates:
Native
The task form template is created in Windchill and renders in HTML. For more information, refer to the section Create a New Task Form Template.
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The options available depend on the primary business object selected and the task type. However, an administrator can customize the actions, attributes, and tables that are available when a specific object type is selected. For more information, see Generate XML for Custom Task Templates and Customizing Workflow Task Pages.
To use custom templates using different file formats, you must set the Workflow > Use task form template to generate the task details page preference to Yes. When enabled, you can define a task form template using the following formats:
JSP
The task form template is a JSP file that renders in HTML.
Create a custom tag file and use the tags in the JSP file to retrieve page components. For information on creating a JSP task template, see Customizing Workflow Task Pages.
XDP(PDF)
The task form template is an XDP file that renders as a PDF. This requires Adobe Designer. For more information, see Creating Task Form Templates with Adobe Forms Software.
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You can only use a PDF template with an assigned activity.
To generate the required XML attributes, you must first create a workflow activity. For more information, refer to the section Generate XML for Custom Task Templates.


Task Form Templates Table
Use the Templates table to create and manage task form templates.
From here, you can modify templates, control template visibility, and import or export existing templates. For more information, see Task Form Templates Table Information.


Generate XML for Custom Task Templates
If you are creating an XDP template or customizing the options available from a native template, you can generate the necessary XML input from the Activity tab in the workflow template editor.
1. In the Activity field, select the activity type.
2. In the Template Format field, select XDP(PDF) or Native.
3. Click Generate XML.
The Generate XML windows displays all the activity attributes in XML format:
For information about task form customization, see Customizing Workflow Task Pages.


Create a New Task Form Template
1. From the Templates table, select Task Form Templates.
2. Click the new task form template icon .
3. From the New Task Form Template window, complete the following fields:
Template Name
A unique name to identify the template.
Subject Class
The object type for which you want to create the task form template.
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The object type must be instantiable. Non-instantiable object types do not appear in the Subject Class menu.
Task Type
The type of task that describes the activity for the template. The types available might be different depending on the object type and customizations made by your site administrators. For an overview of the default task types, see Activity Tab.
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The Task Type and Subject Class fields correspond to the Activity and Template Format values selected under the Activity tab.
Description
Optionally, enter a description for the template.
4. Under Customize Tabs, select one of the following options:
◦ Use a file of type JSP/XDP—Click Choose File to navigate to a local file. For more information, see Customizing Workflow Administration.
◦ Configure in wizard—Select this option to create a native task form template:
1. Click the add icon to create a tab in the task form. Double-click the tab name and enter a custom name.
To remove a tab, highlight the tab name and click the remove icon .
2. Highlight a tab name to activate the Action on Subject and Tables/Attributes menus.
3. Click the edit icon to select from a list of applicable actions and tables:
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The options given under Customize Tabs do not appear when editing an existing task form template.
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Use the Information Page – Workflow Task Attributes layout to customize how the attribute information is displayed. This layout is available from the Type and Attribute Management utility. For more information, see Editing Attribute Layouts.
5. Click OK to save your changes.