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Task Builder Overview

Walk through of the Task Builder

Task Tree Configuration

The Task Builder is available by clicking on the ‘Launch Builder’ button on the right side of the table on the Task tab of a service item or through the Open Tree button on the Trees console under Administration.  This is where you will create or modify Task Trees.

builder basics.JPG


Available Tasks are Categorized and listed along the right side of the builder. The ConfigureSave, and Logout buttons are located along the top right of the main builder window.

Click the Configure button to name and document your Task Tree.

NOTE:  Be sure to click the Save button to save your tree after making changes.

Configuration Dialog

Clicking on the Configure button opens a dialog that allows you to attach more information to the task tree. Process name is the name of the tree and version is a free text field for your own descri[tive text.

The author field is for an emailaddress that will benotified of any errors (exceptions) while the tree is processing.

Notes isanother free text descriptive field for your use. All of these are optionsl.

configuration basics.JPG

Task Nodes

Nodes are created by dragging a Task from the task list onto the main section of the task builder.  There are a variety of different types of tasks, System Control, System Utilities, and your own tasks that you create and add. 

After dragging the Task on to the tree, click on the “i” image to flip the Node over to complete the parameter configuration. 

Node basics

node basics.JPG

Node Details

node details.JPG

Along the top of the node you can customize the name to make it relevant to your process. Next to the name are the options for Visible and Defers (not available to all nodes). If visible is checked, the node and its message will display on the portal page (depending on the design of the portal page). If Defers is checked, the node will wait for some type of response from the system before continuing along your process tree. The id is a unique name for the node that is used in the task engine.

Id is the unique identifier of the node used by the task engine. Save and Cancel buttons are on the bottom right.

The Parameters tab shows all the available parameters the node can send to the task handler code to help processing. The 'pencil' icon opens an editing window to allow you to chose further options (covered in the next few chapters). The messages tab allows you to pass data to a portal page (optional) If the visible box on the upper right is not checked, the messages tab does not display.

To delete a node, click the "x" on the left side of the node. All connectors attached to the node will also be deleted.


Nodes are connected together by connectors. These connectors provide a one-way path through your task tree. Qualifications can be added to connectors (see upcoming chapters). Ther are also a few different types of connectors with Complete being the default.

To connect nodes, click on the node the connector will start from and then click and drag from the "v" to the desired node. Connectors can be moved from one node to another by clicking on the head of the connector (arrow) and draggin to a new node.

connector basics.JPG