Designing, Storing and Assigning an Offline Form to a Task

In a process, the human activity illustrates an activity that triggers a task. This task is executed by a human. One of the options for enabling the interaction between a human and the process is to assign an offline form to the task. When the task is triggered, the offline form is sent by e-mail to all potential owners of the task. The form can be submitted back to the process only once, by only one of the potential owners.

Procedure

1. Design the Form

You create a form template that is based on an XML schema.

For more information, see Designing an Offline Form.

2. Store the Form in the ECM Repository

Once you create the form, you have to store it in the Enterprise Content Management (ECM) repository. You browse the repository to locate the form and use it in your process.

For more information, see Storing an Offline Form in the ECM Repository

3. Assign the Form to a Task

You assign the form to a task and then assign the task to a human activity in the process.

For more information, see Assigning an Offline Form to a Task.