Independent System Tasks
Independent or standalone tasks are system tasks that can be executed directly on documents or forms using workflow triggers.
Independent system tasks support three trigger modes:
Pre Mode
On-Load Mode
Post Mode
For more information, see Create a Workflow Trigger
System Tasks in Different Trigger Modes
Trigger Mode | Purpose |
Pre Mode | Validates document attributes before a document is uploaded. |
On-Load Mode | Modifies the user interface while a page is loading, such as the Edit Status or Download Document page. |
Post Mode | Modifies document attributes or performs actions after a document is uploaded. |
How does one use System Tasks in Pre, On-Load and Post Task Modes?
Pre Mode
Independent system tasks in Pre mode can validate document attributes before uploading a document.
Validation can include attributes such as:
Document Title
Revision Number
Attachments
File Status
Purpose of Issue
Pre mode can currently be implemented using a Groovy Script system task.
For more information, see Groovy Script Library
Examples
Require attachments when uploading files. If attachments are missing, the upload is prevented, and a message is displayed.
Verify that all uploaded files have a specific status. If the required status is not met, the upload is prevented, and a message is displayed.
Validate multiple file attributes before upload, such as:
All files have a specific status.
The Purpose of Issue matches a specific value.
The revision number contains two digits.
On-Load Mode
Independent system tasks in On-Load mode can modify the user interface while the Edit Status or Download Document page is loading.
Examples
Rename files using custom attribute values.
Modify the user interface while changing the document status.
Post Mode
Independent system tasks in Post mode can modify file attributes or perform actions after a document has been uploaded.
Examples
Distribute files after upload without using a workflow.
Change the status of files after upload without using a workflow.
Convert the Document Title of uploaded files to uppercase.
Check: FAQs