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The version 5.1 Task List has a different look and feel than previous releases. Tasks display in a small area on the left side of the screen. Clicking on an icon to perform a task related function will display any associated screens to the right or below the task list depending on it's state. See images below.
Selected tasks will display with a blue background. Updates to the task list occur automatically every five minutes and a new icon is provided to manually refresh the list. The improved task list in version 5.1 allows quick and easy approval/rejection/update of a task for the workflow manager. For example, it is very common for workflows to consist of an initial form followed by many approvals. In previous versions, the approver had to perform the task, load the entire form, view the request, check an Approve box, enter a comment, sign a section then send the task to the next step in the flow. The Quick View feature makes it very easy to approve something without viewing the entire form. The Task List theme overrides all forms/flows themes. If none is specified, it defaults to Nouveau. You will notice a different look and feel when the Task List runs on an iPhone. 
Desktop/Tablet View of the Task List |
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Quick View will display the appropriate Approval Control section of the form to the right/below the task list. An Approval Control is any section in the form that contains a text area control directly inside of it. It can be named anything. The section cannot have any other control in it and it can be anywhere in the form with one exception - nesting an approval control inside a repeat or a signed section is not allowed. Regular text digital signatures for the approval section are supported. Let's consider a Leave Approval workflow with two activities: the first activity is a form which collects the pertinent information about the Leave request - employee name, starting date and duration of leave, etc. This step can be filled out by any employee requesting a leave. The second step in the flow is a form that has a section named Manager Approval with a text area control for comments. The designer has setup the Quick View feature for this step in the flow and assigned the role of manager to it. When a manager clicks on the Quick view icon, the approval control in the form will display as shown in the image below.
You will see the following on the Quick View Screen:
- A summary text area that can be used to give a description of the task at the top. This is configurable by the designer and can be templatized via the "control" dropdown. See Setup Quick View for the details.
- A text area in which the person who is viewing the task can enter a comment. Entering a comment on the Quick View screen is the same as typing the comment directly into the form.
- Approve button. Clicking this displays the message "Task successfully approved" and moves the workflow along to the next step. The task will disappear from your task list.
- Reject button. Clicking this rejects the task and sends it back to the immediate previous step. The message "Task successfully rejected" will display.
- Details button. Clicking this will display the form as usual. This action is identical to clicking on the perform this task icon. Clicking on the Details button will lock the task.
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| To lock/unlock a task on the iPhone, touch the Edit button on the Task List. 
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| Check the checkbox that appears to the left of the task. Touch Lock to lock the task or Unlock to unlock the task. 
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| The  icon will display if the task was locked: 
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