Business process setup guide (BPMS)
PDF
This documentation is valid for Creatio version 7.14.0. We recommend using the newest version of Creatio documentation.

[User dialog] process element

The [User dialog] process element is designed for input from the process user by offering them to choose from a set of available options. The selected option determines the result of the process element execution and further process flow.

The element setup panel contains text (a question, for instance) and a number of options to choose from (Fig. 1).

Fig. 1 User dialog page

scr_process_designer_usertask_task_question_wnd.png 

[User dialog] element setup

Specify task parameters in the element setup area (Fig. 2).

Fig. 2 [User dialog] element setup area

scr_process_designer_question.png 

[User dialog] – Enter the element caption. The caption is displayed on the process diagram.

[What should the dialog text display?] – Specify the text of the question on the user dialog page. Use the parameter value window to enter the dialog text.

[Owner] – Specify the user, for whom the page will open. Use the parameter value window to specify the value.

[Hint for user] – Enter additional information that will be displayed for users by clicking the btn_com_information00003.png button on the opened dialog page. The hint button is displayed on the displayed page.

Dialog mode

“User can choose one option“ – This option enables users to choose only one of the available options. In this case the options are displayed in the dialog as a radio buttons. If this option is selected, the process will branch using the [Exclusive gateway (OR)] element (Fig. 3).

Fig. 3 Using the [User dialog] task in single selection mode

scr_process_designer_usertask_task_question_example2.png 

“User can choose multiple options“ – This option enables users to select more than one option. In this mode, the options on a dialog page are shown as checkboxes.

If the “User can choose multiple options“ mode is selected, the [User dialog] element must be followed by an [Inclusive gateway (OR)] element, whose outgoing flows will correspond to the options that the user can choose (Fig. 4).

Fig. 4 Using the [User dialog] task in multiple selection mode

scr_process_designer_usertask_task_question_example.png 

In this case, only those conditional flows that correspond to the options selected by the user are activated.

Options

Add options that the user can choose from in the [Reply options] block. The order of options in the list corresponds to the order in which the options are located on the dialog page. You can change the order using the [Move up] and [Move down] actions in the reply list menu (Fig. 5).

Fig. 5 Changing the order of reply options

scr_process_designer_change_place_question.png 

Note

By default, the element setup area contains fields for entering user options. If you fill in only two of them, then only two fields will be displayed next time the page opens.

You can also use this menu to choose the option that will be selected on the dialog page by default. Regardless of the dialog mode, only one option can be set as default.

Select the [Reply required] checkbox if the user must select at least one option to execute the dialog element. If the user saves the dialog page without selecting any options, the default flow will be activated.

To add a new option, click [Add reply option].

Note

The reply options of user dialogs are used to branch processes. Read more...

Next

[Open edit page] process element

[Auto-generated page] process element

[Pre-configured page] process element

[Call] process element

[Approval] process element

See also

Process parameters

Inclusive gateway (OR)

Exclusive gateway (OR)

Did you find this information useful?

How can we improve it?