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Results Tab

The Results Tab appears when the User or Wait activity types are selected.

The Process activity also has a result, which is generated automatically, and is explained in the "Results of a Process Activity" section below.

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A user activity in the Process Timeline can have results assigned to it. Multiple results can be added to an activity by clicking on the Add Result Button. Each result will have its own properties, which are presented in a tabbed interface.

The results will be used as the Activity result for the task, which will appear in Routing Slips and in the Timeline Administration screen.

Result Name

The name of the result, which will appear on all eForms, and as the completed result in the timeline instance, if the result is selected by a user.

Description

A brief text description of the result.

Conditions Tab

This is one of the two tabs displayed for each results configuration settings. The Conditions Tab includes the following controls.

% of participants that choose this result

If the specified percentage of users select this result, the task will be considered complete, with this result recorded as the activity result. For example, if you wish the task to be concluded when 75% of users select this result, then the value you would place in the text box would be "75".

# of participants that choose this result

If the specified number of users select this result, the task will be considered complete, with this result recorded as the activity result. For example, if you wish the task to be concluded when 3 users select this result, then the value you would place in the text box would be "3".

Confirmation prompt for this result

If a user selects this result, the specified confirmation prompt will be displayed to the user, requiring the user confirm this selection before it is recorded.

Activity result condition met when

This enables you to select a condition, or conditions, which, when met, will complete this task with the result recorded as the activity result.

Show this result button when

This enables you to select a condition, or conditions, which, when met, will display this result option to the user. If the condition(s) are not met, the result button will not be displayed to users.

Default Result

This is a check box that, when checked, designates the result as the default result for the timeline activity.

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Results of a Process Activity

The Process step requires that a Workflow or Process Timeline definition be configured. The configured process will be started as a subprocess (child process) of the main (parent) Workflow. A subprocess can consist of a Workflow or a Process Timeline. You may copy objects from the parent process to the child process and vice versa.

When a subprocess contains an End Process step or activity, it will return the name of the End Process step as a result for the parent Process activity. Process Timelines and Workflows use the End Process function differently, so the results can be slightly different depending on the type of subprocess that is called by the Process activity.

Workflow

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In the example above, the workflow End Process step is named completed. If this Workflow runs as a subprocess, then, when the process reaches this step and completes, the name "Complete" will be passed to the parent workflow as the result of the Process step that started the sub-process.

Workflows do NOT automatically end when an End process step is reached. Workflows end when all of the required steps in a Workflow have completed. You can have two Workflow paths running concurrently, or in parallel, each of which may have its own End Process step. If a Workflow contains two parallel paths that each have a different End Process step, then, when the subprocess completes, it will return a comma- separated string containing the names of BOTH end process steps. In the parent Process Timeline, the returned string will then be set as the result of the Process activity that started the subprocess.

Timeline

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Unlike the End Process step in the Workflow, the End Process activity in a Process Timeline stops the running of the Process Timeline immediately. As such, the End process activity can only run once in a Process Timeline. So, if you have parallel activities running in a Process Timeline, all of the parallel steps must complete before the End Process activity is reached. Process Timelines with multiple End Process activities will need to have conditions set on each End Process activity to ensure that only one of the End Process Activities runs. When the subprocess completes, the name of the End Process activity that was run will be returned to the parent process as the result of the Process activity that started the subprocess.

Options Tab

This is one of the two tabs displayed for each results configuration settings. The Options Tab includes the following controls.

Button order on eForm

This is a numeric value that determines the order in which the activity result button will appear on an eForm. You may order the activity results in any order you desire. If you do not order the buttons manually, they will be displayed in the order in which the result was created. In older versions of Process Director, Process Timeline activity results were specified using a comma-separated list. The display of the buttons on the form for each result followed the order in which they were listed. Now, when migrating from an older release to this one, the display order of the results will be automatically preserved. To modify the order, adjust the "Button Order on eForm" property of each result in the activity Results tab.

Button icon on eForm

Clicking on the icon allows you to select a custom icon from a list. The selected icon will appear on the activity result's button on the eForm.

Optional list of strings for email complete

This text box will accept a comma-separated list of string values. For tasks that can be completed by email, a user can complete the task by replying to the task assignment email with one of the strings in the list you enter into this control. For example, the result displayed above is the "Reject" result. You might put the following list of responses into this control: "Reject, No, Disapprove, Rejected, Not Approved". If a user replies to the task assignment email with "No"—or any of the other possible responses in the list—as the body of the email message, the Reject result will be recorded as the activity result.

Signature Comments Required

If this option is selected, then, if the user selects this result, then the Results Comments control in the eForm cannot be empty.

Allow this result to be completed from the users Task List

If this option is selected, then users can complete this task from their task list without opening the eForm for the process.

Skip validation on form when Selected

Check this box to specify that a given activity result will cause validation to be skipped. The feature is especially useful for steps/activities that include an option for the user to abandon or reject a form, which the user should be able to accomplish without, for example, filling in all required fields.

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