Create a Task-oriented Task Form

Task - Check Travel Expense Report

Right-click the task and choose Form builder.

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If you already selected some business entities, a default task form with the selected business entities is generated automatically. 

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Create a new button below the Finish button. Assign the workflow variable Decision to each button and enter the button label text (Approve and Reject).

 

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You can now rearrange, add, or remove fields inside the form with drag & drop. Add or Delete rows and columns and add different controls (labels, etc.) to design your task-oriented form. An example is displayed below. 

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Click Finish to close.


Roles and User in Charge

Right-click the task and click Select role.

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Select the correct role model (Organization) in the foreground dialog (Manage used models), double-click to add it and hit OK when done.

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In the background dialog (Select role) double-click the role Case worker on the left side to add it to your process model. Hit OK when done.

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You have successfully added a role to this task.

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Click Save in the ribbon menu Start.