Add Process Task to a process automation

You can add a Process Task to configure the settings for a process automation.

Procedure

  1. Add the Process Task option to the process automation by dragging the element from the Task panel.
  2. From the Process Task panel:
    1. Enter a name in the Element name field.
    2. Enter the task name in the Task name field.
      The task display 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 Process Task in the web interface.

      To display the hidden task, select the View hidden tasks check box in the tasks view page of the web interface.

    4. Select either the Public folder or Private folder and browse and select the process.
    5. Select the user group to which you want to assign the request:
      • Role: Click Choose to search for the role you want to assign and then click Select.
      • Team: Click Choose to search for the team you want to assign and then click Select.
      • Variable: Click the small (x) to the right of the text box to select a Variable Source and Variable from that source. The Variable option is only valid for Global Variables of type User Group. Global values enable users to reuse identical values between bots instead of creating new variables for each bot. As a process builder, you can select a user group variable within the process to populate the required user group input fields of a Task (such as: Form, Process, or Approval). For more details, click Global values and click Create a global value to learn how to create a global value for a user group. Click Add.
      Note: If user group that you specify does not have access to the process, the request will be assigned to the default user group during runtime.
    6. In the Data privacy tag field, enter a text or variable to generate hidden custom output.
  3. Click Save.
    You have now configured the Process Task in your Process Composer process automation.