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Creating Custom Task Workflows

Copy the Initial Task Form

The boilerplate workflow includes an initial user task activity. We recommend that this task is built using a copy of the CASEMANAGEMENTTASKBOILERPLATEV1EN form found in the Case Management\v1\Tasks\Boilerplate form group.

Copy the Form

Copy the CASEMANAGEMENTTASKBOILERPLATEV1EN form, rename it and save it in a form group of your own. The name of your form will be added to your copy of the boilerplate workflow as the taskInitialFormId in the first script task. Note that all Case Management forms should use the language and version numbering suffixes explained in Form Language and Version Numbering.

Add Your Fields

Boilerplate Form Field Layout
 

The form includes an example layout and text input field. Build your form inside this layout.

Actions

Boilerplate Form Actions
 

The hidden field STAFFACTION is used by the boilerplate workflow. When the form is submitted or cancelled the value of this hidden field is updated. CANCEL routes the workflow to inform Case Management to cancel the task. CONTINUE will proceed to the sub process.

Page Server-side Initialisation Handler

Open the page-level server init handler.

Boilerplate Form Init Handler
 

At the top of the script task, replace "boilerplate" with the ID of your new task. This ID should match the final part of the namespace of your end points created in the previous step:

let taskType = "timboilerplate";

Boilerplate End Point Custom Group
 

Last modified on July 03, 2023

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