A task list is a series of actions and rules that are executed with respect to an item in a queue, or the current item in the system. When a task list for a item is initiated, the task list is executed on the item until the item transitions out of the queue that began the task list. A task list is also referred to as work.
Task lists, including task lists that are initiated by timers, do not respect document locks. A document lock may be placed on an item when another user is viewing or modifying an item or if the system was closed improperly while the item was being viewed or modified. If a document lock is placed on an item outside of Workflow, and a task list is executed on the same item within Workflow, the task list is executed on that item regardless of the document lock. For this reason, Workflow processes should be designed so that users are not modifying items outside of Workflow at the same time that these items are being processed by Workflow.
A Workflow process can be configured to respect a document lock by using the Check In and Check Out actions together with other tasks.
Task list execution does respect process locks, which are locks placed on an item by a system process. When a task list is run on multiple items and an item is encountered that is locked by a process lock, the locked item is not processed by the task list, a message is logged in Document History, and the task list is executed on the other unlocked items. Process locks placed on an item by a user other than the user executing the task list are not removed when the task list is complete. If an item processed by the task list has a process lock, the last execution result is false. Actions that deal with related items vary in behavior regarding last execution results. See Last Execution Result Behavior for Related Items for more information . In addition, action behave differently when working with documents managed by the Records Management module. See Records Management's Effect on the Last Execution Result for more information.
Task lists can be configured up to 50 levels deep.
The task list ID number is displayed in the upper right hand corner.
If you have Document Types configured to delete the original document upon redaction, a user should not create a redacted image of a document within these Document Types while a Workflow task list is being executed on that document. This may result in unexpected behavior, since the task list is trying to execute against a document that has been deleted.
To create a task list:
See Task Options for more information on task options.
See On Abort Task Lists for more information about on abort tasks.