24 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 tab allows you to control the order in which Manual Tasks are processed.

In Workspace, 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 Work.AI platform. A field scheme defines the Data Store table structure and column data format.

User management and access control based on user groups

In Workspace, you can search for assignments using various business attributes. See the general flow below:

By default, WorkFusion security blocks all Data Store (DS) API calls from Manual Tasks, except Allowed Data Store Queries. Therefore, if you develop a custom Manual Task that uses DS API calls from JavaScript, you must create such allowed queries.

When adding or editing an Answer, you must set an Answer Type. The parameter defines the type and format of the input field.

The article is a runbook describing how to create complex custom configurations for Manual Tasks in MT Designer and resolve related issues. Before reading the topic, read the instructions for simpler use cases in Design Manual Tasks via Task Designer Operation.

The section refers to the legacy Manual Task design via Code Editor. Before reading the article, see the Design Manual Task in Task Designer mode 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 and is replaced by a new user management approach. However, to support training before employees begin performing actual tasks, WorkFusion provides a special Qualification Business Process (BP), which you can deploy and configure as described below.

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:

The WorkFusion platform (previously 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 the WorkFusion platform v10.1.x to v10.2.1 and higher. For more information, refer to Migrating users and qualifications from previous platform 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.

Configure custom assignment priority

Workspace enables sorting of Manual Tasks by date created and due date. However, sorting by these fields does not guarantee proper task order within the same process run. To ensure consistent ordering, the FIFO mechanism is used.

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 with it.

API

Problem context