Displaying information in the Task Summary pane displaying-information-in-the-task-summary-pane

When you open a task in AEM Forms workspace, a Task Summary pane can display a summary of the task. This additional and relevant information for a task adds more value for the end-user of AEM Forms workspace.

AEM Forms workspace lets you display a web page of your choice in the Task Summary pane. A process can be created to display a Task Summary pane using Workbench.

  1. Create an Assign Task process in Workbench. For more details about Assign Task operation, see Service Reference topic in Workbench Help.

    note note
    NOTE
    If a TaskSummary URL exists, the Task Summary view opens by default instead of the Form view. In this case, even when a user enables ‘Open the form in maximized mode’ option in Assign Task, the form does not open in maximized mode.
  2. Configure the Task Summary URL field. You can specify a literal value, a template, a variable, or an XPath expression.

  3. An example of displaying the information on Task Summary page is below.

    • Log in to CRXDE Lite environment at https://'[server]:[port]'/lc/crx/de.
    • Create a nodeSampleSummary under/contentwith typent:unstructured. In the properties of this node, add sling:resourceTypeof type String and valueSampleSummary. In the Access Control List of this node, add an entry for PERM_WORKSPACE_USERallowingjcr:read privileges.
    • Create a folderSampleSummary under /apps. In the Access Control List of /apps/SampleSummary, add an entry for PERM_WORKSPACE_USER allowing jcr:readprivileges.
    • Create a file html.espat/apps/SampleSummary. For example, add the following lines in html.esp.
    code language-html
    <html>
        <body>
            <h1>Sample Summary</h1>
            <br/>
            <p>Hello Sir!
                <br/>
                This is sample summary page for this task.
            </p>
        </body>
    </html>
    
    • Set the value of task summary url as /lc/content/SampleSummary.html in Assign Task step.
    • When the task associated with this Assign Task step is opened in AEM Forms workspace, the html.esp at /apps/SampleSummary is rendered in task summary pane.
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