[Activity parameters] tab in activity cards

When running the [Email], [Edit page] and [User dialog] process activities, the system automatically creates a record in the [Activities] section. For example, when executing the [User dialog] process activity, the system creates a corresponding activity.

Use the [Activity parameters] tab of the process activity card to set up parameters of such process activities (Fig. 137).

Fig. 137 [Activity parameters] tab

 

Most of the tab fields, such as [Duration], [Owner] or [Account] correspond to the fields of an activity page. If any parameter field is filled in, then when a process creates a new activity, the corresponding field on the activity page is automatically filled in. If the parameter is not filled in, then the corresponding field on the page will be blank and thus can be filled in manually.

[Start in] – Specify the time period between the activation of the process item and the start time that will be specified on an activity page. The time period can be specified in minutes, hours, days, weeks and months starting from the moment when the task was started. The [Start] field of the activity page is filled in according to this parameter.

[Duration] – Enter the activity duration using minutes, hours, days, weeks or months. This parameter is used to fill in the [Due] field of the activity page. This is a required field.

[Owner] – Specify the user responsible for performing the task. You can fill in this field with the parameter value window.

[Remind in] – Indicate the time period for a reminder before the activity starts. At that time the system will automatically create a notification for the specified employee.

[Show execution page automatically] – If the checkbox is selected, the activity execution page is displayed automatically as soon as the process initiates the activity. For example, if the checkbox is selected for the [Task] item, the task edit page opens instantly when running the activity. If the checkbox is cleared, the execution page will not open automatically. To open the execution page, you need to open the edit page of the activity created by the process. For example, if the checkbox is cleared for the [Task] activity, the corresponding page opens only when you switch to the activity created for the item.

[Show in calendar] – Select the checkbox to make the activity appear in the [Calendar] tab of the [Activities] section.

Connected to

Use the relationship parameters to connect an activity created by the process to other system entities. For example, the [Account] and [Contact] fields can be used to connect a message to a company and/or contact person. Such emails are displayed for the specified party on the [Activities] detail of the corresponding section. You can fill in these fields using the parameter value window.