Installing Task Management

Task Management must be installed on Innovation Studio and a number of other configurations must be done before being able to use the package.

Prerequisites

  • FintechOS Platform minimum version v21.1.2

Importing the User Role

In order to use the Automation Blocks module, a specific user role must exist on the Innovation Studio instance. The .xml files needed for the Task Management Role are available in the SecurityRole Data Import Templates folder on the package. Follow the steps detailed in the Importing a Deployment Package page.

Install Task Management

Before attempting to install the Task Management module, you must cleanup the FTOS_CMB_OperatorXQueue existing data so a unique constraint can be added for Operator id and Queue id.

The next steps are:

  1. Run the following file 01.sample install_MainXML_SQL_DataImportTemplates.bat
  2. Run 02.sample install xml DataConfigDeploymentPackage.bat.
  3. In Innovation Studio, go to Admin > Settings, and check the Use full width forms box.
  4. Go to Admin > System parameters and set a value to parameter LastXMonths.
  5. Add a sequencer with code QITEMS for Queue Items.
  6. In FintechOS Portal, define a flow settings for your digital journey if one was not defined.
    • If a flow settings was not defined:
      • add a new flow settings and select the above digital journey;
      • add a new processor setting with the digital processor type TaskManagement;
      • add any settings as needed.
    • If a flow settings file was defined:
      • open the existing one created for the above digital journey;
      • add a new processor setting with the digital processor type TaskManagement;
      • add any settings as needed.