You can add a Document Validation Task to configure the settings of a process automation.

Procedure

  1. Add the Document Validation Task option to the process automation by dragging the element from the Task panel.
  2. From the Document Validation Task panel:
    1. Enter a name in the Element name field.
    2. Enter the task name in the Task name field.
      The task name appears in the web interface as a reference.
    3. Optional: Select the Hide this task from users check box.
      After task completion, the user does not see the Document Validation Task in the web interface.
    4. Specify the Task requester and assignment:
      • Click Default to accept the default task requester and assignment settings. The assigned group of the request will be responsible for completing the task. By default, this task will only be shown in the Assigned task list.
        Note: Click the Show this task in Requested task list for the request creator check box to make this task visible to the request creator.
      • Click Custom to customize the settings.

        To customize the Task requester, you can select the following:

        • Request creator
        • The assigned group of the request - User group responsible for a request.
        • Specify user group - by Role, Team, or Variable

        To customize who to Assign this task to, you can select the following:

        • Request creator
        • The assigned group of the request - User group responsible for a request.
        • Specify user group - by Role, Team, or Variable
    5. Specify the Task contributor by selecting from the drop-down list:
      • Manually assigned
      • Random user from user group - Select to randomly assign the task to someone from the user group, such as to load balance work among members of a large team.
      • Request creator
      • Specific user - Select to assign a previous task participant from the request. The system uses the UserID from either a manually entered string expression; or a process variable of type UserID based on the contributor ID of a previous task, or the creator ID of the request.
      • The user who opens this task
      Note: The options that display in the Task contributor drop-down list are available to select based on the following conditions:
      Condition Available Option
      When Task Assigned = Request creator then … Only Request creator is available to select
      When Task Assigned = the assigned group of the request then … These additional options are available to select:
      • Random user from user group
      • Specific user
      When Task Assigned = specify user group then … These additional options are available to select:
      • Random user from user group
      • Specific user
    6. Specify the ID in the Document ID field.
    7. Optional: In the Data privacy tag field, enter a text or variable to generate hidden custom output. Select the input values (x) check box.
      1. Select a source for the Variable Source: Global, Process, or Task.
      2. For Process or Task sources, select a Variable type: Input, Output, or Meta.
      3. For all three variable source types, specify your variable in the Variable field.
      4. Click Add.
    8. In the Task attributes section, click Add attribute to add any previously available checked-in attributes to feed into the document validation.
      1. From the Attribute display label field, select an attribute from the drop-down menu (required). The Attribute ID field is auto-generated and populates based on your selection.
      2. Select a Data type for the attribute from the drop-down menu. For example, String, Number, Boolean, Datetime)
      3. Select how you want to display the Attribute type from the drop-down menu. For example, Visible or Hidden.
      4. Enter a hard-coded value in the Value assignment for the selected data type or provide a value using a variable by clicking the (x) box.
      5. Click Add attribute to add any additional attributes.
  3. Click Save.
    You have now configured the Document Validation Task in your Process Composer process automation.