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Activity node properties (Designer)

The Activity node represents a single logical step or task in a workflow.

Property

Description

AllowBulkApproval

Whether or not assignees should have the option of bulk, approving their assignments based on this node in the Winshuttle Task List detail view.

Allow OverrideDuration

Allows the initiator of the form to set a new duration (time in which the task must be completed), other than the default (set from the Duration property). A reference to a column must be entered in the property, either as an expression (e.g. $date(today()+[//my:numberofdaysallowed])) or a single column (e.g. [overrideDuration]).

NOTE: This option works in conjunction with a SharePoint list or document library column. The column can be created from an InfoPath control in the form that has been exported as Form Library Column or manually created in the document library properties. The overriding value must be in a date format (such as 12/07/2010). Make sure that End Users are aware of the format. Using a date picker control ensures that users enter a correctly formatted value.

Allow
Reassignment

Allows the task assignee to reassign their task to someone else.

AllowTeamAddition

Allows the task assignee to add team members (members of his/her SharePoint Group) to the task. New team additions receive an email notifying them that they have a task. This setting converts an assignment to a single user into a team assignment.

AssignmentCompletionText Link

Text displayed as the hypertext link directing the assignee to their task.

CommentRequirement

Requires the task assignee to enter a comment prior to completing their assignment. Possible values are:

  • None — does not require comments.
  • Always — a comment is always required.
  • OnReject — a comment is only required if the assignee is rejecting (their disposition in an Approval task is Reject).

DefaultCompletionPeriod

The time (in days or hours) that a task will automatically be completed if the assignee does not complete it.

NOTE: The task will only be automatically completed once the value (amount of time) of this setting and the Duration property setting have elapsed.

Description

A description of the task/assignment.

Duration

The time (in days or hours – see DurationUnit) within which the task must be completed. Reminder emails are sent out one DurationUnit before the assignment due date, unless the Duration is set to 1 unit. Overdue emails are sent out after the assignment due date.

DurationUnit

The time unit (Days or Hours) for the duration of the task.

EmailApproval

Allows the task assignee to complete the assignment (approve or reject) via email. This usually does not apply to the Activity node.

EmailFormattingType

Type of notification that goes out when the task is assigned. Possible values are:

  • HTML— the email notification is sent in HTML format.
  • HTML and Text — the email notification is sent in both HTML and text format, and the mobile device automatically determines which view (text or HTML) to display.
  • Text — the email notification is sent in text format.

NOTE: In order to support as many devices as possible, there are two email options that specifically address mobile devices, HTML/Text or Text Only. Some devices fully support HTML/text emails, rendering the correct view of the notification, while other devices do not. The Text Only option should be used for devices that do not support HTML/Text email. Run a few tests with your workflow and mobile device(s) to determine which option is best for your users.

FormHiddenFields

List of fields to remove from the form XML that is sent to the client when the FormHiddenFieldType is List. This option can be used to avoid sending sensitive information in a form to the browser.

NOTE: This option maintains sensitive information on the server only.

FormHiddenFieldType

None is the default, and does not exclude any fields. List allows the Process Designer to specify a comma-separated list of columns to remove from the form XML. Auto attempts to compute only the fields that should be shown based on the view assigned to the task, and it will then send only those fields.

FormView

The InfoPath form view visible to the task assignee when the assignment is accessed.

IncludeAssignment CompletionLinkIn Notification

Toggles the inclusion/exclusion of a hypertext link in the task notification, directing the assignee to their task (see AssignmentCompletionText Link).

IncludeHistoryInNotification

Toggles the appending of workflow history associated with the form or document.

IncludeItemLinkIn Notification

Toggles the inclusion/exclusion of a hypertext link in the task notification, directing the assignee to the form or document pertaining to the task (see ItemLink Text).

IncludeMainPageLinkIn Notification

Toggles the inclusion/exclusion of a hypertext link in the task notification, directing the assignee to the forms site where the task originated (see MainPageLink Text).

ItemLevelPermissions

The name of the SharePoint permission set that should be ascribed to the Originator for the SharePoint item against which the workflow will run.

ItemLevelPermissionsType

Can be one of the following:

  • None — does nothing with respect to permissions.
  • Add — adds the given permission to the item.
  • Replace — replaces the current permission sets with the given permission set.

ItemLinkText

Hypertext link directing the assignee to the form or document pertaining to the task.

LinkOrder

The order in which to place the links in the automatically generated email notifications.

MainPageLinkText

Hypertext link directing the assignee to the forms site where the task originated.

ManagedAttributes

SharePoint list fields exposed to the task assignee.

Name

The name of the task/assignment.

OverdueReminderFrequency

The interval (in hours or days) to send the overdue notices for an assignment.

The default value of this property (0) sends only one reminder after the assignment is past due.

PastDueEmailCC

Takes a comma-separated list of email addresses and/or swimlane names that will be carbon copied when a past due email is sent.

RequireReview

Requires that the assignee view the task’s supporting document/file by clicking on the link to it prior to completing their assignment.

SendAssignmentEmail

Whether or not to send an email to the workflow participant who receives an assignment based on this node.

SendDefaultApprovalEmail

Whether or not to send an email to the workflow participant should a default assignment approval happen based on this node.

SendPastDueEmail

Whether or not to send an email to the workflow participant who receives an assignment based on this node when the assignment becomes overdue.

SendReminderEmail

Whether or not to send an email to the workflow participant who receives an assignment based on this node when the assignment will soon become overdue.

SetValues

Allows you to set a value in a form field or SharePoint list item, after the task has been completed.

Swimlane

The swimlane assigned to the task.

Type

Read-only type of the node.