Metatask lets you easily ensure proper, uniform naming for all processes started from a same template.
There are two options to configure a process title:
Automatically generated process title
Process title provided by process starter
1. Automatically generated process title
Process title will be automatically generated using formula entered in "Process title" field.
This formula may include:
Static text
Form field values entered in process start form.
Special values related to process start event (like start date, process starter and etc.)
How to use form fields in a process title
Example: “New Employee onboarding - {Employee Name}”
If you need to add custom values to your process title, you can use data form fields. It means a process starter should fill in a field on process start and this field will be copied to a process title.
For process title you can use the following data types:
Date
Date time
Text
Dropdown
Number
Money
Email
Steps to add a data form field to a process title:
For example, we will set a predefined title for every new “Employee onboarding” process as “Employee onboarding - {Employee Name}”
Open “Tasks” tab, click to tab with process start “Details” and select “Employee Name” field in a process title using “+ ” button.
As a result, "Visibility settings" for these fields are changed: fields become required for Process starters.
2. If you have no form fields configured, open “Data form” tab and add a new field (for ex. “Employee Name”).
3. Add new field to process title
How to use special values in process title
Example: "Vacation request from {Process starter} at {Start date}"
Special values can be used in a process title:
Start date - date of a new process start. Format: {Start date}
Start date & time - date and time when a new process is started. Format: {Start date & time}
Start month - month of a process start date. Format: {Start month}
Start year- year of a process start date. Format: {Start year}
2. Process title provided by Process starter
By default Process title is the same as Template title, process starter will be able to change it when starting a new process. To use this option just leave empty Process title field on Template.
How it looks like on Process start popup:
