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Create a System Task - Updating Placeholder Privacy (in a Project)

This article helps you understand how to create a system task for updating placeholder privacy in a project.

Pre-requisites:

  • The required role privilege is 'Manage Workflow Rules' on the project where a system task needs to be created.

The steps to create a system task for updating placeholder privacy in a project are as follows:

  1. Follow the steps to create a system task for placeholders in a project (steps 1-4).

  2. In the task dropdown, select 'Update File Privacy'.

  3. When you select the 'Update File Privacy' option, the page expands, enabling you to choose how to change the privacy of the placeholder (i.e. from private to public or vice versa).

  4. Once done, click the 'Create' button to create a system task.
    You can create independent system tasks which can be executed using workflow triggers without adding them to a complex workflow.
    All system tasks are executed automatically according to the conditions outlined in the relevant workflow trigger. The related audit history and task assignment details indicate that they were performed by the 'Workflow Agent'.
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