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

Forms used in process automation are containers for human input during run time of attended automation. When added to the process flow, these containers are available to receive and send data that other elements can use over the course of the end to end process flow. Users wanting forms for unattended automation, where data is collected and consumed by bots without human input, should use interactive forms. See the Interactive forms package.

Procedure

  1. Add the Form Task to the process automation by dragging the element from the Element panel.
  2. From the Form Task panel, perform these steps:
    1. Enter a name in the Element name field.
    2. Enter the task name in the Task name field.
      The task display name is displayed in the web interface as a reference. You can use a Reference ID such as ref ID = $RefId$.
    3. Click the Hide this task after completion check box.
      After task completion, the Form Task is not displayed to the user 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. Click the Make the form read-only check box.
      The Form Task does not require any input and moves automatically to the next task.
    5. 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
    6. In the Select form field, browse and select the second form created.
      This form displays the result.
    7. In the Task expiration time field, select the time option.
      You can select the following options: No expiration (default), 1 hour, 1 day, 1 week, 2 week, 30 days, and Custom.
      Note: If you choose the Custom option, you must specify the time by the number of days, hours, and minutes. The maximum is 45 days, and the minimum is 1 minute. Days range from 0 to 45 days, and hours range from 0 to 23 hours. For minutes, if the hours and days are set to 0, minute range is 1 to 59 minutes. However, if the hours and days are not set to 0, then the minute range is 0 to 59 minutes.
    8. In the Data privacy tag field, enter a text or variable to generate hidden custom output.
    9. In the Add form button field, specify your button details.
      • Specify a name in the Button label field.
      • Select a style in the Button style field.

        You can choose between Primary, Secondary, or Cancel.

      • Click Add button to add any additional buttons.
      For example, these buttons display in the fixed footer of the form during the form task:
      Button placement in an active form.
    10. Select the check box in the Feed data into form field.
      1. Select a task in the Process task field.
      2. Select a type in the Variable type field.

        You can choose Input, Output, or Meta.

      3. Specify your variable in the Variable field.
        Note: Reference ID is a Meta variable type.
        Shows how to drill down in the UI to select the reference ID for a meta variable.
      4. Click Apply.
  3. Click Save.
    You have now configured the Form Task in your Process Composer process automation.