23 docs tagged with "Manual Task"

Filter attributes are mapped to Control Tower custom attributes with the help of the Workspace Preview feature.

The Run Priorities functionality allows you to control the order in which manual tasks are processed.

In Workspace 2.0, each hit operates as a separate item and has a title (name).

The Data Store module is a web interface for managing database (DB) tables in the WorkFusion platform. A Field Scheme defines the Data Store table structure and column data format.

User management and access control based on user groups

If you develop a custom Manual Task that uses Data Store (DS) API calls from JavaScript, you need to create a set of Allowed Data Store Queries.

When adding or editing an Answer, you need to set an Answer Type. The parameter defines an input field type and format.

Prior to reading the article, see the Design Manual Task topic.

Sensitive customer information is protected by encryption at the Data Store level. However, the same data is used in Manual Tasks, namely, in Worker answers from Workspace, thus persisting in system tables without encryption.

To get a correct link to a specified list of filtered assignments, follow the steps:

The qualification mechanism is no longer available for access control purposes. It is replaced with a new user management approach.

To access any Workspace functionality, each user must have a role and permissions assigned to them.

The guide explains how to add a Manual Task to a Business Process based on ODF 2. When working with Manual Tasks, consider the following aspects:

Intelligent Automation Cloud Enterprise (IA Cloud Enterprise) v10.2 no longer supports qualifications. Instead, Workspace 2.0 employs a new approach to managing user permissions and restrictions, where:

The instruction describes how to migrate business processes with manual tasks that use qualifications from IA Cloud Enterprise version 10.1.x to version 10.2.4.x. For more information, refer to Migrating users and qualifications from previous IA Cloud Enterprise versions | Migrating qualifications.

A multi-document Manual Task enables automation for the cases when you process multiple documents as a part of a single transaction or in a batch, both manually and using machine learning. For more details about multi-document Manual Tasks, refer to Multi-document IE Manual Task.

Automatic Quality Control (AutoQC) refers to the use of statistical methods in the monitoring and maintaining the quality of products and services. In the WorkFusion Automation workflow, the AutoQC sub-process chooses a cost-effective combination of automated machines and cloud workers to deliver at or above the acceptable quality level.

Configure custom assignment priority

Workspace enables sorting by date created and due date. However, sorting by these fields doesn't guarantee proper task order within the same run. Therefore, the FIFO mechanism was introduced. For details, refer to FIFO.

The multi-document Manual Task enables automation for cases when multiple documents represent a single transaction and have to be processed together, both manually and by machine learning. For example, a letter mentions an invoice and has this invoice attached. Thus, a letter contains an invoice number, and the attached invoice contains all the remaining information, such as the amount to pay.

You can start a Business Process (BP) from a Manual Task. Below are some code samples of how you can perform various operations associated with this.

API

Problem context