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Create a System Task - Assigning Visibility on Files (in a Project)

This article helps you understand how to create a system task for assigning visibility on files in a project.

Updated over a week ago

Pre-requisites:

Steps to create a system task for assigning visibility on files in a project are as mentioned below:

1. Follow the steps to create system task for files in a project (steps 1 to 4).

2. In the task dropdown, select 'Link Document'.

Note: This system task will only be available to use if the project setting 'Enable Object level visibility of private information' is enabled on the project.
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3. Upon selecting 'Assign Visibility' option, you can select users, distribution groups, roles or organizations to assign visibility in the 'To' field. Visibility can also be assigned to variable users like document publisher, workflow originator or document publisher's organization by selecting relevant options like '${Document Publisher}', '${Workflow Originator}' or '${Document Publisher's Organization' in the 'To' field.

Note: Selecting a distribution group, a role or an organization is treated as an object, and hence any new users added to that object will automatically get visibility on the file. Any users having visibility via that object will lose visibility (i.e. access) if they are removed from that object.

4. Once done, click on 'Create' button to complete creating a system task.
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You can create independent system tasks which can be executed using workflow triggers without adding them to a complex workflow.
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All system tasks are performed by system automatically based on the condition defined in related workflow trigger. It appears in related file audit history & task assignment emails as performed by 'Workflow Agent'.



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