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Create a System Task for Custom Objects in a Project (Overview)

This article helps you understand how to create a system task for custom objects in a project.

Updated over a week ago

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 custom objects in a project are as follows:

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

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

  3. Key in a name for the system task which is being configured.

  4. Select the task context as 'Custom Object'.

  5. For the selected task context, 'Custom Object', you must choose a 'Custom Object Template' from a list of available options. Currently, the only available custom object template is 'ISS Issue' (which refers to issues on a federated 3D model).

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

    1. Execute Groovy Script

    2. Email Notification

    3. Distribute Custom Objects

    4. Clear Tasks

    5. Webhook
      ​

Next Article: Create a System Task - Executing Groovy Script on Custom Objects (in a Project)

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