Workflow owner can create a decision task in a workflow template. The task only contains the approval part of a preceding step of the business process.
You must Create a template, or Edit template, in the Workflows section of the Workflow screen.
A Workflow owner creates decision tasks at key points in their business process so that a decision-maker or process approver can accept, reject, or send back a task to the task assignee.
Note: This type of task must be part of a template or its running workflow. It cannot be created as an individual task.
To create a decision task:
- In the Workflow builder screen, select the Add a decision task option.
- In the right-hand configuration panel, enter a Task title and Instructions for the task assignee.
- In the Select page section, select the dropdown.
- Select a page under Find a page, or find one using the search function.
- Select Select page, in the bottom-right corner.
- In the Approver section, select one or more approvers for your decision task. You can:
- Manually enter users' names: Select one or more users in your organization from the dropdown menu.
- Assign to users from a line item in a module: Select a workspace and then model from the dropdown menu. You can then select the module, line item, and context setting:
- Select Iterate all to send a notification to all users in your line items.
- Select a specific item to send a notification to the specific user in that line item.
- Select Sync to workflow to select the value when you start a workflow using the template.
- Assign to users from a model role: Select a workspace and then model from the dropdown menu.
You must be a workspace administrator to retrieve model roles.
- In the Due section, select a due date from the dropdown. You can select this date up to 31 business days into the future.
- Select Publish to add this task to the template. Otherwise, if more changes are needed, select Save as draft. You can return to this task later.