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Managing Human Tasks

Human tasks are the steps that require human interaction in order to allow the process of the operation to proceed. Follow the steps below, to test the workflow.

  1. Sign in to WSO2 Identity Server with the admin credentials.
  2. Create a user with the name BOBBY. After you successfully create the user, it will be greyed out as shown below until a manager approves the addition of the user account.

    Tip

    All pending status workflows are denoted in this manner with disabled or greyed out functions.

    workflow-pending-status

    1. Sign in to the User Portal as a manager at this link: https://localhost:9443/user-portal
      pending-approvals

    2. Click Reserved under Pending Approvals in Operations section.

    3. In the resulting screen, select the Workflow Profile engine you want to access from the drop down menu. You can also filter the tasks from it’s current status by selecting the required category from the Task Status drop down menu. A table of tasks will appear based on the parameters you specified. The “DEFAULT” task status category captures the aggregate task statuses of “READY” and “RESERVED”.

      workflow-task-status

  3. Click on the relevant Task Id to access the details of the selected task and click on the button corresponding to a state to move the state of the selected task to a new state  and to complete the workflow approval process (e.g. clicking Approve will approve the pending task and complete the workflow process).
    approving-pending-task

    Operation Description
    Claim Get the approval task assigned to the logged in user. If there are multiple users eligible for this task, those cannot claim this task until this user releases this task.
    Approve Approve the task.
    Disapprove Disapprovethe task. The requested operation will be canceled.
    Release Releasethe task so that other user can claim and approve or disapprove it.

Info

The workflow comes with some advanced features such as:

Instead of a one-step approval, there can be multiple steps to the approval flow. For example, a workflow with two step approval where in the first step the role to authorize the request is the Manager and in the second step the role to authorize the request is the SeniorManager. In this case, when a user is added to the system, only users with Manager role can initially see the pending approvals. After the users with this role approves the pending tasks, then the users with SeniorManager role can see the pending tasks. After both the users approve, the task is completed.

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