Pre-requisites:
Required role privilege 'Manage Workflow Rules' on the project where a system task needs to be created.
Steps to create a system task for forms in a project are as mentioned below:
1. Navigate to 'Workflows' tab and select the project to create an independent system task or for a workflow.
2. Click on 'Configure System Task' button available at top right to start configuring a system task.
Alternatively, right click on project name and select 'Configure Action' option.
3. Key in a name for the system task which is being configured.
4. Select the task context as 'App'.
5. For the selected task context 'App', it is required to choose an 'App Type' from a list of active form types.
Note: Controller based form types are not supported in workflow. For any non controller based form type that was converted to controller based after the workflow was configured, workflow won't execute for that particular form type.
6. Based on the selected task context, select a task that the system should perform in workflow.
Available Task Types for 'App' - 'Distribute Apps', 'Execute Groovy Script', 'Email Notification', 'Status Change', 'Clear Tasks', 'Publish As PDF', 'Assign Visibility', 'Authorization Integration', 'Attach Document', 'Assign Visibility on Associated Files', 'Status Change of Associated Items' and 'Webhook'.
Click on any of the tasks below to access their detailed help:
Next Article: Create a System Task - Distributing Forms (in a Project)