Business Rules Example #257 – Task Checklists for Business Process Flows

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Overview

Sometimes business processes are more complicated and have significant permutations that are not easily managed with out-of-the-box Business Process Flow (BPF) functionality. In this article we will demonstrate how you can use North52 Decision Tables to create rule dependent task checklists for each BPF stage on the Case entity Phone to Case Process, however you could apply similar logic to other entities with BPF’s. The tasks are created at each BPF stage, checked to ensure any predecessor tasks are  completed first and all tasks for a given stage must completed before the user can move to the next stage.

North52 BPA Solution

The North52 BPA solution works like this:

• A Save – Perform Action Formula is set up on the Phone to Case Process entity which:
  • Executes a Decision Table when the Active Stage field changes
    • Depending on the selected Stage, Task records are created and assoicated to the Case
• A Validation Formula on the Phone to Case Process entity checks for open Tasks associated to the Case and the current BPF stage
  • If there are open Tasks a Business Process Error is shown to the end user
• A Save – Perform Action Formula on the Task entity which:
  • Checks if the Task has predecessor and if the preceding Task is not Completed
    • If the predecessor Task is not Completed then a Business Process Error is shown to the end user
  • Changes the Status
• A Client Side Formula on the Case entity refreshes the Checklist subgrid when the BPF stage changes

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