Create a work type

Define work types that can be used in your processes.

  1. Navigate to System data > Work types.

    The Work types page appears.

  2. Click New.

    The New work type dialog box is displayed.

  3. Enter a unique Name for the work type, such as HousingBenefitFormDetails.

    The name cannot be more than 40 characters.

  4. Select the Category to associate with the work type.
  5. Optional. Enter additional information for the work type in the Metadata field.

    Metadata stores supplementary information against the extended work type, like how file properties associated with an activity are stored. The metadata cannot be more than 255 characters.

  6. Add at least one field to the work type. To add fields, do the following:
    1. Click for Fields.

      The New field dialog box is displayed.

    2. Enter a Display name for the field, such as Customer Name.

      By default, the name of the field becomes the ID of the field in capital letters; however, you can change the ID as needed.

    3. Enter a unique ID for the field.

      • The ID cannot be more than 30 characters.

      • Although you can use numbers in the field ID, you must start the ID with an alphabet.

    4. Select the field Type, such as Byte. (Default: String)
    5. Select, enter, or configure a Value.
    6. Select Scope to allow the case and each fragment to have their value of the work type field.

      At runtime, the variable holds the value defined for each case fragment.

    7. Click OK.

      The field is added to the Fields table. You can modify or delete a field. TotalAgility automatically displays the position of the field.

    8. Add more fields as needed. You can add up to 30 fields.

      These fields appear in the order in which they were last saved. You cannot change the position of the fields.

  7. Click Save.

View associated maps for work types

A work type may be used in several maps. Changing a work type for one process map might impact other process maps. You can view a list of all maps associated with a work type to assess the impact of changing the work type.

  1. Navigate to System data > Work types.

    The list of work types appears.

  2. Open the work type for which to view associations.
  3. Click the Associations tab.

    All maps associated with the selected work type are listed under Associated processes.

  4. To view all versions of a process map associated with the work type, select a map from the list.

    The details of the associated map versions appear under Process version.

Configure the maintenance access for work types

You can define maintenance access to a work type and control who can edit it and allow it to be protected when creating a package.

  1. Navigate to System data > Work types.

    The list of work types appears.

  2. Open the work type for which you want to provide the access.
  3. Click the Access tab.
  4. Click under Maintenance Access.
  5. On the Name list, select an individual or a group.
  6. On the Type list, select one of the following options for access.

    Full control

    Users with this access type can modify the work type and set and modify access permissions for other users. By default, Everyone group has Full control.

    Read write

    Users with this access type can modify the work type but cannot change access permissions.

    Read

    Users with this access type can only view the work type; they cannot modify the work type or set and change access permissions for other users. When you try to open the work type, an error message is displayed stating: "You do not have required access permissions to edit the work type. It will be opened as read-only."

  7. Click Add.

    The selected individual or group is assigned maintenance access to work type.

  8. Click Save.

    When you publish the Quick Workflow or Quick RPA, the maintenance access is as per the solution.