Cisco Cisco Process Orchestrator 3.0 User Guide

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Cisco Process Orchestrator User Guide
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Chapter 2      Getting Started
  Defining Task Rules
When Task Rules Execute
Task rules can not be manually run by the user. Task rules can only execute when a task is created within 
Process Orchestrator processes and rule conditions are met. If the task-created trigger (for any task type) 
and rule conditions are met, the action of the task rule is executed in the order in which it is listed in the 
Definitions—Task Rules view. 
Any processes that are triggered based on a Task Created trigger will only execute after the appropriate 
task rules have executed.
Notifications
In addition to notifications that occur when a user is assigned, often the same or other people must be 
notified in response to a task. The task rule notification identifies which person or group to notify and a 
process emails the notice.
Each task contains a list of notification recipients in addition to task assignees. The notification task rule 
adds to this list of notification recipients. A process can react to a task create event or task change event 
and then appropriately notify the notification recipients by email or any other mechanism.
Automation Pack Rule Management
Task rules can be included in automation packs to easily transfer default task rules from one system to 
another, such as transferring task rules from a development system into a test or production system. 
Some Cisco automation packs include not only processes that generate tasks, but also separate processes 
that handle notifications. You can create task rules to manage these objects without editing the process 
or task so that your customization to the tasks occurs before these notification processes run.
Creating a Task Rule
Before You Begin
By default, only users with administrative rights can create and update task rules from the Definitions > 
Task Rules view. However, the security settings can be changed, if necessary, by the Process Orchestrator 
administrator.
To create a task rule: 
Step 1
Choose Definitions > Task Rules, then on the toolbar, choose New > [Task Rule].
Step 2
On the [Task Rule] property pages, define the properties.
Note
The property pages might display as display-only if the task rule definition is shipped as part of 
the product or you do not have the appropriate rights.
  •
Click the Task Types tab to select the task types to be executed by the rule. 
  •
Click the Conditions tab and click the appropriate panel to indicate the type of condition equation 
to be used to trigger the task rule. 
  •
Click the Assign tab and specify the assignees for task rule. 
Step 3
Click OK to close the property sheet.