Add Document Validation to a process automation

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.

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

    4. Optional: Select the Auto-assign this task to check box. You can select the following options from the drop-down:
      • The user who created the request: The task is automatically assigned to the user creating the request in the web interface.
      • The user who opens this task: The task is automatically assigned to the user who opens the task in the web interface.
    5. Specify the ID in the Document ID field.
    6. Optional: In the Data privacy tag field, enter a text or variable to generate hidden custom output.
      Select the Input values check box and specify a variable.
      1. Select a task in the Process task field.
      2. Select a type in the Variable type field.

        You can select Input, Output, or Meta.

      3. Specify your variable in the Variable field.
  3. Click Save.
    You have now configured the Document Validation Task in your Process Composer process automation.