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Managing Human Tasks

Human tasks refer to steps that require human interaction in order to allow the process of the operation to proceed. This is a main feature of WSO2 Business Process Server, however the capability has been added to IS as well. To test the workflow, follow the steps below.

  1. Log in to the WSO2 IS with the admin user 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. 

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


    1. Login to the IS User Portal as a manager at this link: https://localhost:9443/dashboard  


    2. Click View details under Pending Approvals.
    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”.

  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 Start and then Approve will approve the pending task and complete the workflow process)

    OperationDescription
    ClaimGet the approval task assigned to the logged in user. If there are multiple users eligible for this task, those can't claim this task until this user releases this task.
    ApproveApprove the task.
    DisapproveDisapprovethe task. The requested operation will be canceled.
    ReleaseReleasethe task so that other user can claim and approve or disapprove it.

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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