Tasks

🎯 Functional documentation

Tasks on a dossier enable the FSP-user to have an overview of the necessary tasks to complete on the dossier.

Preconditions

• TASKS module is enabled.

⚙️ Configuration

Tasks are bundled in sections aka task list definitions. The tasks landing page provides an overview of all task list definitions.

1. Add and/or click on the task list definition you want to configure.
   • in the settings of the definition, you can provide the translation you want the section to have in the UI.
   • under Task definitions we will add the actual task to be completed.
2. Add and/or click on the task definition you want to configure.
   • in the settings of the definition, you can provide the translation you want the task to have in the UI.
3. Add the task list definitions to the dossier definition you want to link it to.

Additional️ configuration options

You can configure actions for tasks to appear in a dedicated status. Example

{
  "type": "EVENT",
  "value": "DOSSIER_SUBMITTED",
  "className": "eu.myharmoney.app.bll.executors.events.AddTaskToDossier",
  "synchronous": false,
  "enabled": true,
  "remove": false,
  "settings": {
    "tasks": [
       "TASK_IDENTIFIER"
   ]
  }
}

You can also enable validations to require certain tasks to be completed before a specific status transition. Example

{
  "SUBMITTED": [
   {
    "to": "READY_FOR_REVIEW",
    "validations": [
      {
        "className": "eu.myharmoney.app.bll.validators.dossierstatustransition.DossierTasksCompleted",
        "enabled": true
      }
    ]
   }
 ]
}