Process Management provides task assignment and task management
services that business analysts and developers use within Workbench.
Business analysts and developers can use the User service within
Workbench to define task assignments in a long-lived process. Each
task assignment defines the initial user, the form type that is
routed to a user, task instructions, and rules for reminders, escalations
and deadlines. Process Management supports several form types, including
Acrobat forms and XDP forms rendered as PDF, HTML, and Guides (deprecated).
Developers can also augment the User service with data mapping.
The User 2.0 service routes tasks to end users through their
assigned queues. It coordinates tasks submitted through Workspace.
The User 2.0 service can also route Flex applications that are built
using Flash Builder and Data Services.
Process Management includes the following improved functionality:
Business calendars
You can create business calendars and have processes
escalate based on definitions. Tasks within business processes are
usually created with predefined time for completion, reminders,
and escalation rules. For example, a task must be completed within
five business days and, if escalated to a manager, that manager must
complete the task within two business days. Administrators can now
create business calendars, configure non-working days, and map these
calendars to specific people based on their location, business unit,
and so on. When tasks are scheduled, these non-working dates are
considered. You can configure multiple business calendars to meet
your organizational needs. For example, you can configure calendars
based on geographic area or for an organizational structure such
as Customer Support.
Email notifications
Email notifications are a common mechanism
for notifying users that a task is assigned, escalated, or must
be completed. In LiveCycle, you can modify email notifications on
a per-task basis, enabling more contextual content and flexibility.
You can also create email templates on a per-task basis.
Out of office
A common problem occurs when tasks are assigned
to users who are out of the office due to business travel or vacation.
In LiveCycle, users can leverage Workspace to define when they are
out of the office. Users can also assign tasks to either delegate
to another person or remain in their task list.
Note: The Flex
Worksapce is deprecated for AEM forms. It is available for the LiveCycle ES4
release.
