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Create a System Task for Placeholders in a Project Template (Overview)

This article helps you understand how to create a system task for placeholders in a project template.

Pre-requisites:

  • 'Admin' permission on the project template where a system task needs to be created.

Below are the steps to create a system task for placeholders in a project template:

  1. Navigate to the 'Workflows' tab and select the project template to create an independent system task or a workflow.

  2. Click the '+ System Task' (Configure System Task) button at the top right to start configuring a system task.
    Alternatively, right-click on the project template name and select the 'Configure System Task' option.

  3. Enter a name for the system task that is being configured.

  4. Select the task context as 'Document', and document type as 'Placeholder'.

  5. Based on the selected task context, choose a task that the system should perform in the workflow. Click on a task type for the placeholders context below to learn more about the same:

    1. Distribute Placeholders

    2. Clear Tasks

    3. Update Placeholder Privacy

    4. Execute Groovy Script

    5. Lock Placeholder Activities

    6. Unlock Placeholder Activities

    7. Email Notification

    8. Assign Visibility
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