Description of Task Source Configuration Functions
The Task Source Configuration is broken into two tabs: Source Roots and Policy Rules.
The Source Roots tab shows lists of Dynamic and Standard Source Roots and allows for creation, modification or deletion of Standard Source Roots.
The Policy Rules section lists existing Policy Rules and allows for creation, modification or deletion of these rules.
A Source Root is a system or application that uses Kinetic Task as a workflow processing engine. A Source Root can be a simple database form, or a complex application.
Dynamic Source Roots use a Ruby package that is designed specifically for the source. The Ruby package defines what data is bound to the source record, so that the data can easily be used in task trees.
Standard Source Roots do not have a Ruby package that defines what data is bound to the source record. Each standard source root requires a task handler that is designed to retrieve the information from the source, and return each piece of information as a results variable in the task handler.
A policy rule is a reusable Ruby expression that gets evaluated to test if a request meets the requirements of the rule before being allowed to proceed.
Source Roots can apply policy rules to define what systems are allowed to create triggers for the source root using the Kinetic Task API.