Task Menu: Edit Detail
Regardless of the task type, you will be able to select the Edit Detail option for the task by right clicking on the task, hovering over Configuration , and clicking Edit Detail.
TheEdit Detail option allows you to change the name of the task, define internals notes used by the Process Administrators, and some other basic settings:
The only required field on the Edit Detail screen is the task Name. All other options are optional:
| Option | Description |
|---|---|
| Name | The name of the task that will appear in the Request Detail for any request of this process. |
| Description/Notes | Internal notes for Process Administrators. These notes are not visible to end user of the process. |
| Exclude this task from Request Detail | This option will completely hide any of the task information from the Request Detail of a request. Typically used on autonomous system tasks such as a DB Push, DB Pull, etc. |
| When This task completes, set the following milestone | Selecting this option activates Integrify’s built-in milestone/status option for the task. The current status of the request will be set to the value in the text box provided upon completion of the task. |
| Data from this task will be expanded in Request Detail | The Request Detail will be automatically expanded to display all of the relevant information for the task. If the task is a Form task, all of the submitted form data will be displayed, on an approval task the option the user selected will be displayed, etc. |
| Focus Request Detail when opened | Selecting this box will force display of the Request Detail tab when a task recipient opens their task in their email notification (as opposed to the default of directing them to their open task tab). |
| Groups will be displayed instead of individual recipients in Request Detail (where applicable) | Selecting this box will force display of the group same instead of individual recipients in the Request Detail. This is useful if it is not desirable for other recipients within a request to know who is actually being assigned to other tasks. |