You can create a collaborative task for one or more collaborators. A collaborator can be an application user, a group, or both. The list of collaborators for a specific workstep is defined at design-time in Progress Developer Studio for OpenEdge. In case no collaborator is defined at design-time, you can select the collaborator from the existing list of application users. If you select a group as a collaborator, then Business Process Portal creates one collaborative task for each member of the group.
To create collaboration:
1. From the Task Details page, click Create Collaboration.
The Create Collaborative Tasks page appears.
2. The Task field displays the name of the process instance, followed by the name of the main activity work step (also referred to as the parent work step) and your user name. The Collaboration page displays the priority, duration, and instructions (if any) retrieved from its parent work step.
a. In the Name box, type the name of the collaborative task. This is required field.
b. In the Priority list, you can retain (or change) the priority of the task.
c. In the Duration box, you can retain (or change) the duration of the collaborative task. You can specify the duration in terms of days, hours, and minutes.
d. In the Escalation list, you can select any of the following escalation techniques in the case of the collaboration task timeout.
Options
Description
None
No escalation
Notify by Email
On overdue, an email is sent to the performer notifying that the task is overdue.
Complete Collaborative work item
On overdue, an email is sent to the performer of the activity notifying that the task is overdue.
Terminate Collaborative work item
On overdue, Business Process Portal terminates the collaborative task.
3. In the Form Display Options section, click the Show Editable option to display the editable dataslots from the parent work step, as editable fields in the collaborative task.
4. Click the Show Read-only option to display the editable dataslots from the parent work step, as read-only fields in the collaborative task. Alternatively, click the Do not include option to exclude all dataslots.
5. In the Instructions box, type instructions for your collaborator to follow.
6. To specify the collaborator, click the Collaborators tab. You can only collaborate with collaborators, who have been assigned to the parent work step, when designing the process in Progress Developer Studio for OpenEdge. The user list displays the user information of these collaborators.
7. In case no collaborator has been assigned in Progress Developer Studio for OpenEdge, you can add your own collaborator (user and group).
To add collaborators, click Add to display the Add Users & Groups window.
Search the users or groups, as described in Searching Users.
Alternatively, you can click All in the Quick Search bar.
This displays all the users and groups.
8. To remove one or more collaborator from the list, select its check box and then click Remove.
9. Click Create to create the collaborative task.
Click Reset to discard your changes or click Cancel to cancel the current operation.
To add collaborators, click Add to display the Add Users & Groups window.