To generate a task path workflow structure in PDF format

Parent Previous Next

The procedure to generate a task path workflow structure in PDF format is as follows:

  1. Navigate to Quick Menu > System > Cases and Tasks > Task Path Creator. The Task Path Creator window is displayed.
  2. Expand a module heading from the alphabetical list and select an associated task path definition, or enter its name into the Search Task Paths field. By default the list is filtered to show Current task path definitions. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations 1.
  3. Click on Path. The Path tab is activated.
  4. Using the Version drop-down field, select the correct variant of the task path workflow structure to be downloaded in PDF format.
  5. Click on Download Path To PDF. The task path workflow variant is generated in PDF format, ready for analysis and review.
  6. Click on Save to store the file in the default Windows Downloads folder; click on Save As to choose an alternative location.


Note

1 The Search Task Paths field will match against any element of the task path definition description.


See related topics...

Understanding the task path creator

To configure the workflow structure of a task path definition