Custom User Task Form Widget

Enter one or more users or groups to complete the form. Each user is assigned a task when the widget runs. Assignees’ names can be entered using any of the following methods:

• Type a SharePoint or Active Directory display name or account name for a user or group and click the Check User icon (). Separate multiple users with a semicolon (;).
• Click the Lookup User icon () to search for a SharePoint or Active Directory user or group in the User Lookup form.
• Enter a lookup to user or group data using the Add Lookup button () in the User Lookup form.

If a SharePoint group is entered in the Approvers property, the Expand Groups setting determines whether a single task is assigned to the entire group or if a separate task is assigned to each member of the group.

• Select Yes to assign each user in the group a task, as if each name was entered individually in the Approvers property.

• Select No to assign one task to the entire group. Only one user in the group needs to complete the task.

  NOTE: The owner of the group is considered a member of the group and is also assigned a task. The only exception is when the owner is the default system account, which will not be assigned a task.

Select the number of approvals required to save the response as a variable. The possible selections are:

• All Responses: All users assigned to the task must respond to fulfill the requirement.
• This number: Enter the number of users assigned to the task that must respond to fulfill the requirement.
• This percentage: Enter the percentage of users assigned to the task that must respond to fulfill the requirement.
  Save first response: The response from the first will be stored in assigned variable and complete the requirement.

Build the task form with possible responses for the assignees to complete by clicking the ellipses to the right of the field. The Custom Task Form Settings window will open with the following fields:

• Task Form Title: Type a name for the form.
• Task Form Description: Type a description for the form.
• User Choices: Enter the responses for the user to choose from.
• Value to Store for Outcome: Enter the value to save for each response choice (see the screenshot below for an example).
  

Decide what outcome to save in the event that two or more responses tie. Choose one of the following options from the drop-down menu:

• Save all tied values – Saves all tied values, separated by comas. For example, “value1,value2,value3”.
• Use the first choice – Saves only the value of the tied item listed first in the User Choices column of the Task Form property.
• Write this value – Saves a designer-defined value in the case of a tie. For example, “tie”.

Pick a variable to save the outcome of the responses to. This can be an existing variable, or you can click the Create a variable link to define a new one:

• Name: Enter a name for the variable.
• Type: Choose the type of variable: Text, Boolean, DateTime, Number, or Record.
• Default Value (Optional): Choose a default value for the variable.
• Click Add to add the variable to the Current Variables list.
• Click Save Changes to save the variable.
  

Select an option to determine if the widget will send notification e-mails to users.

• Select Yes to send an e-mail to users when a task is assigned.
• Select No to assign the task without sending task assignment e-mail.

Select an option to determine if the widget will send notification e-mails to the initiator.

• Select Yes to send an e-mail the initiator when the status changes.
• Select No if you do not want e-mails sent to the initiator when the status changes.

Enter a Due Date for the task. You can enter a specific date using the calendar control or use a lookup. Unlike the Days Until Due property, this property sets a specific Due Date for the task. This is useful in situations where a particular deadline must be met. The task Due Date is included in the task notification e-mail. If you do not enter a Due Date, the value in the Days Until Due property will be used, if there is one, or the task Due Date will be empty.

NOTE: If both the Due Date and Days Until Due properties are defined, the task Due Date field will be set to the earlier of the two dates. If neither is defined, the task Due Date field will be blank.

• Select Yes to allow approvers to delegate their task to another user. If reassignment is allowed, a Reassign Task button is displayed at the bottom of the task form. See the Reassign Task section for more details about this option.
• Select No if you do not want approvers to be able to delegate tasks to other users.

• Select Yes to allow approvers to create a new task for the item that must be completed before the approver task is completed. If change requests are allowed, a Request Change button is displayed at the bottom of the task form. See the Request Change section for more details about this option.
• Select No if you do not want approvers to be able to create new tasks using the task form.

• Select Yes or No from the drop-down menu.