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Version: 2023 R2

Exchange tasks

Action used to add or delete a task in the user's calendar available on the Exchange server.

The action configuration window has two tabs: Settings and Recipients.

Settings​

Basic configuration of the action (task).

Settings

1. Data connection​

Field used to define connection to the Exchange Server.

2. Trigger​

Allows you to define the behavior of action after it is triggered:

  • Write – add a new task,
  • Delete – delete a task from the calendar.

The option selected here affects the availability of other fields of the tab.

3. Field ID​

Field ID to which an Exchange identifier will be saved or from which it will be read.

4. Task settings​

Detailed parameters of the event, such as date, category, subject and content (of the task notification).

tip

Separate individual Categories with semicolons, example: Category1;Category2
Dates from/to should be formatted as yyyy-MM-dd HH:mm:ss or field({123}).

5. Completion percentage​

A percentage value indicating the task completion.

6. Other settings​

Here you can define the Status of the task (finished, postponed, in progress, not started, waiting for others), as well as its Priority.

7. Variables editor​

Dynamically generated tree containing all variables that may be used in the current location of Designer Studio. Information on how to use variables in WEBCON BPS, as well as a list of variables can be found here.

Recipients​

The tab allows you to indicate the users to whom tasks will be assigned.

Recipients

1. Recipients​

This field defines location from which the addresses of users with assigned tasks will be taken:

  • All assigned users – users for whom there are tasks on the instance (direct and CC),
  • Assigned CC users – users for whom there are CC tasks on the instance,
  • Assigned users – users for whom there are tasks on the instance,
  • Author – author of the instance,
  • Predefined recipients – only users named in the fields Recipient addresses and Users and groups,
  • SQL or CAML query.

2. Recipient addresses​

Addresses of users with assigned tasks. They are added to the users from fields: Recipients and Users and groups.

3. Users and groups​

Users with assigned tasks (also user groups). They are added to the recipients from fields: Recipients and Recipient addresses.

4. Dynamic​

Task recipients defined dynamically based on a form field or an Item list column (e.g. of the Person or group type).