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Tasks can be created by users in a workflow state (when the state is set as taskable), or added automatically by the workflow By default, added tasks are persistent until deleted or completed

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Overview

Comala Document Management introduces the concept of "workflow tasks".

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While mostly a tool for content producers to interact with via the user interface, the workflow itself can also interact with tasks.

A task can be created

  • by users in a workflow state (when the state is set as taskable)

  • or added automatically by the workflow

Info

By default, added tasks are persistent until deleted or completed

Creating tasks

Tasks can be created by users, but only in States which are set as taskable.

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This is because the task macro only works when the state is entered from another state. If you edit the task macro in the state you are currently in it won't add any tasksdoes not add a task; you would need to transition away from that state first, and then back into it, for the tasks task to be added.

Tip

You can use the Administrator state override to quickly transition between states.

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In this example, transitioning to the Published state automatically completes the task added by the macro state, if it is not already completed.

If it the task is already completed, the complete-task macro just ignores it.

Depending on the event which triggered the action, the Activity Report - Content document activity report may show the user who action the task event as being Comala Document Management.

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In this example, as soon as all tasks are completed in the Macro state the workflow will transition transitions to the Published state.

The state completed parameter for a state can be added by editing the state transitions in workflow builder to add a Task Completed transition.

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When using this approach, ensure that the state that defines the completed parameter adds a task. Otherwise, there might not be any tasks to complete which would leave no way of exiting that state. An alternate would be to include additionally include the state-selection macro so the user can manually transition out of the state.

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You can make the presence of incomplete tasks disable the Approve and Reject buttons in a review by using Conditions and Value References on the {approval } macro.

See: Make tasks disable a review

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By default, task assignees and page watchers will receive notifications about tasks.

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Events

Tasks generate a number of Eventsseveral events, which can be used to Triggertrigger Actionsactions.

  • taskcreated

  • taskassigned

  • taskcompleted

  • taskexpired

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