Creating manual application tasks

A manual application task interrupts an application process until manual intervention is done. To create a manual task, add a manual step to an application process and select a notification template.

Procedure

  1. Open an application process in the process editor.
  2. From the Utility Steps folder, add a Manual Application Task step to the process.
  3. In the Edit Properties window, specify the following properties for the step:
    Name
    Specify a name for the step.
    Notification Template
    Specify the notification template to use. These templates refer to the notification scheme that is used by the application (see Creating Notifications in a Notification Scheme). If you select None, notifications are not created when the step runs.
    Only Allow Deploying User To Complete
    Restrict approval to the user who started the deployment.
    Properties
    Optionally, add one or more properties to the task. You can use these properties later in the process just like output properties from other steps.
    Who can approve this task
    Any User
    Any user can approve the task.
    Role Member By Environment
    Specify an environment role that can approve the task.
    Role Member By Application
    Specify an application role that can approve the task.
  4. Click Save to save the properties for the step.
  5. Include the manual task in the process as with any other step.
  6. Save the process.

Results

When you run the process, it pauses at this step, sends a notification, and waits for approval before the process continues. To approve the task and resume the process, click the Respond link for the step in the process log, click Approve, and then click Submit. You can also resume the process from the Work Items tab.
Note: Starting in version 7.2.1, you can view the name of the approver of a manual task under ManualTask/ApproverName on the properties page.