Adding task exit actions to business process templates

A task exit action assigns a task to either the user managing the business process or to a specific user when a business process ends.

Before starting this task, ensure that you have deactivated the business process template. You cannot modify active templates.

To add a task exit action to a business process template:

1. Navigate to the Customize workspace.
2. In the Business Processes tab, select the template in which you want to add a task exit action.
3. Click the Exit Actions subtab.
   The Approval Actions and Rejection Actions areas are displayed.
4. Click the Add button  in the area that corresponds to the kind of action that you want to create, then select Create Task. For an action that is triggered when a business process is approved, add the action in the Approval Actions area. For an action that is triggered when a business process is rejected, add the action in the Rejection Actions area.
   The Add Create Task Action dialog opens.
5. In the Template field, click the Select button  to select a task template.
   The Select Activity Template dialog opens.
6. Select the desired task template and click OK.
   The Select Activity Template dialog closes.

7. In the Description field, enter a description of the task exit action.
   

   When you select a task template, the Description field is automatically populated with the task template's description.

8. In the Priority field, select a priority for the task.
9. In the Due Date field, select a due date in relation to the date that the task is created. For example, you can select 1 day after Create Date.
10. In the Notes field, enter any additional details about the task.
11. In the Assign Task field, select one of the following:
    • Current User invoking Action
      Assigns the task to the user who is working with the current instance of the business process template.
    • Coverage Role
      Assigns the task to the user who fits a specified coverage role. To select a coverage role:
      1. In the first field, select whether you want the role to be Coverage or Opportunity Team type.
      2. In the second field, select the user role you want to assign the task to.
    • Specific User
      Assigns the task to a specific user. To select a user:
      1. In the Specific User field, click the Select button .
         The Select User dialog opens.
      2. Find and select the user you want to assign the task to.
      3. Click OK.
         The Select User dialog closes.
    • Work Queue
      Assigns the task to an existing work queue. To select a work queue:
      1. In the Work Queue field, click the Select button .
         The Select Work Queue dialog opens.
      2. Select the work queue you want to assign the task to.
      3. Click OK.
         The Select Work Queue dialog closes.
12. [Optional] In the For Contact field, select one of the following:
    • Contact from the Target Object
      Associates the task with the contact specified in the business process template.
    • Contact specified in the For Field of the triggering object
      Select an entity provided by the For field for the business process that you want to associate with the task.
    • Specific Contact
      Defines a specific contact that the task will always be created for. To specify a contact:
      1. In the Specific Contact field, click the Select button .
         The Select Person dialog opens.
      2. Select the contact you want to create the task for.
      3. Click OK.
         The Select Person dialog closes.
    • No Contact
      If you do not specify a contact, then the task will be created for the contact associated with the business process by default.
13. Click OK.
    The Add Create Task Action dialog closes.

The task exit action is added to the business process template.

Related links

Activating business process templates