Definitions
Independent / Standalone tasks - System tasks which can be directly executed on documents or forms using triggers. There are three trigger modes: the 'pre', 'on-load', and 'post' modes. You can click here for detailed help.
How does one use System Tasks in Pre, On-Load and Post Task Modes?
'Pre' Mode - You can create independent system tasks in 'pre' task mode for validating document attributes, i.e. doc title, revision number, and attachments before uploading ('pre' task mode) any document. This can be used by Groovy script only. Click here for the Groovy script library.
Examples
When uploading files, you need to have attachments. If not, files cannot be uploaded, and a message will be displayed to the end user.
You must verify that the status of all uploaded files is X. If not, files cannot be uploaded, and a message will be displayed to the end user.
You can also verify multiple file attributes before upload, i.e. all files have status X, the purpose of issuing the file Y or not, and the revision number should be double-digit.
'Post' Mode - In 'post' task mode, you can create independent system tasks to modify attributes once the document has been uploaded.
Examples
Distribute files after uploading without a workflow
Change the status of files after upload without a workflow
Convert the doc title of all uploaded files to upper-case
On-Load Mode - In On-Load task mode, you can create independent system tasks to modify the user interface while the edit status or download document page is loading.
Examples
Renaming files using custom attribute values
Modifying user interface while changing document status
Check: FAQs
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