Adding custom types to the review template

To use a custom assign task process in the solution template, complete the following steps:

1. In a web browser, log in to http://[server name]:[port number]/reviewportal with a user profile that is configured with the RCA Template Author.

2. In the Templates tab, create a review template or modify an existing one.

3. In stage configuration section, select Custom Task type from Task Type list.

4. The option for selecting a Process name for assigning a task to a reviewer or an approver becomes available. Select the custom task processes you created.

   For example, select CustomTaskTypes/CustomAssignToApprover for the process created in Creating a custom task type that adds a custom button .