When an APEX workflow assigns a human task to one or more potential owners, it shows up in their “Universal Task List” page of “todo” items. Sometimes an action task or an approval task requires the task owner to input additional data to inform the business process the workflow is orchestrating. The task detail page that you generate from the task definition edit page is the page end-users will navigate to when they act on a task in their “inbox”. This page is your starting point for exposing as much or as little of the built-in APEX human task functionality as you want to. You can also customize the page to capture additional data.
I created a small sample app illustrating several different techniques for collecting data from the task owner using customized task detail pages. In the video below, I explain some important APEX Workflow and Human Task concepts in the process of demoing the app and showing how I built it. The sample app imagines a simple business process of a shipping company for a shipped package being tracked in their system through several steps involving human tasks:
- An associate determines the Value Added Tax due on the package
- A customer service agent assigns a certain number of loyalty points
- A marketing rep assesses whether to apply a discount to the shipment fees
- A customs agent clears the package and adds any clearance fees
It was quickest for me to record an impromptu live webinar explaining the sample, so I include that video explaining the sample below. You can download the APEX 24.2 sample application from here, and follow along with the video that explains how the sample works.
One required setup step is editing the five app settings under Shared Components > Application Settings to change the SMUENCH username to the username you’d like the sample to use as the workflow and task owner instead. Nota Bene: please enter your username in UPPERCASE.
After you’ve adjusted these settings to reflect your own username in UPPERCASE, then you’re ready to run and follow along with the video explanation below. Hope it helps understand the various options available to you as you develop your business processes in your APEX apps.
Dive Into APEX 