STE Task is a powerful feature that allows you to add configurable tasks to your campaigns and update the STE App to support these tasks. You can have many different tasks for each campaign without having to release and install a new App.
Access to these tasks is based on teams, so we can limit what each user can access, and users can be in multiple teams. As we explained in this article: What are STE Tasks, tasks can be lookup tasks (“Authentication” and “Quickscan”) or upload tasks (“Update SCM Fields” and “Associate Products”). Additionally, we developed custom widgets to look up data from other sources to populate hidden fields (device or user information)
Steps to create an STE Task
1. Log in.
2. Make sure the team is already created and users are already assigned. If not, please refer to the following articles: Creating and Managing Teams and What are Teams and How are They Used. Once the users and team assignments are done, creating a new STE Task is possible.
3. Click on the hamburger menu at the top left corner of the screen.
4. Then click on: CAMPAIGNS, and select the “Options Panel” Icon of the campaign that you want to set up with the STE TASK:
5. Then, click on the “APPS” tab → and scroll down until finding the section labeled: “Customize the behavior of the Scantrust Enterprise App STE”. please click on the button marked as: "Add Task":
6. There are 3 ways to create and configure an STE Task:
- Building a task from scratch using the button: "Add a New Task".
- Using the Quickstart Lookup Task feature.
- Using the Quickstart Upload Task Feature.
NOTE: if this is the first time you are trying to configure a task you will first see the following screen:
- click on: ADD DEFAULT JSON & START EDITING and then continue as shown above
7. If the first way is chosen, after clicking on the: “Add New Task” button; then select what kind of task is going to be assigned: Lookup or Upload, set a task name, set a task description, and assign the team that would be in charge of this task:
8. On the other hand, if you decide to use the quickstart option, for a Lookup task, click on the option, set a task name, set a task description, and assign the team that would be in charge of this task:
9. Then, click on ADD TASK and you will be redirected to the task list:
9. Similarly, for an upload task, click on the option, set a task name, set a task description, and assign the team that would be in charge of this task.
10. The next step would be, editing that task. Please refer to the following article to check how to edit an STE Task: How to Edit an STE Task
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