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Adding a task to a process list

A process list in Varicent Incentives can contain any number of tasks.

Each task can have a description to provide users with information about the task. Tasks can be linked to an appropriate item in the model and an action for the selected item can be created. For example, you can link a process list item to a table, and then add an action like importing data into the table.

  1. In the Process Lists module, select the process list to add tasks to.

  2. Click + Add task.

    Tip

    To add a task to the end of the process list, click Add new task at the bottom of the screen.

  3. Type a name for the task.

  4. To select an item for the task to link to:

    1. Click + Add shortcut.

    2. Scroll down the list, or type the name of the item that you want to link to in the Search field.

      You can choose to link to a module, component, table, input form, calculation, report, web form, Scheduler process, data store, form, or another process list.

    3. Expand the category that the item belongs to.

    4. Click the item that you want to link to.

    5. Click Select.

  5. From the Action drop-down menu, select an action that you want to complete on the linked item or the subordinate module that you want to open.

  6. To show the row count of an input form or table next to the task name, select the Show Details check box.

    Important

    If the input form contains more than 1,000 rows, the row count displays as (1,000+).

  7. Type a description to help users understand the task.

  8. Click Save.