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21 docs tagged with "Manual Task"

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Add filter attributes

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

Administer Data Stores

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.

Configure access control list

An access control list (ACL) is a list that shows which users can see certain items and what they can do with them. For Workspace, ACL is used to control access, with each assignment having an owner and its own ACL restrictions.

Define allowed Data Store queries

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.

Define Answer Types

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

Deliver complex customizations via MT Designer

The article is a runbook that describes how to create complex custom configurations for Manual Tasks in MT Designer and how to resolve related issues. Before proceeding, review the instructions for simpler use cases in Design Manual Task forms.

Encrypt Manual Task answers

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.

Implement Qualification Business Process

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.

Manual Task

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:

Migrate from qualifications to ACL

The Work.AI platform no longer supports qualifications. Instead, Workspace employs an approach to managing user permissions and restrictions, where:

Multi-document Manual Task

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. The instruction describes the ODF 2 built-in API to prepare and process data for multi-document Manual Tasks.

Set assignment priority

To configure assignment priority, add the \_sys_mt_hit_priority column to the Manual Task input data. The column value is used as an assignment priority. It must be within the range of 1 to 100.

Set custom sorting

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.