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 distributing forms in a project are as mentioned below:
1. Follow the steps to create system task for Forms (steps 1 to 5).
2. In the task dropdown, select 'Distribute Apps'.
3. Upon selecting 'Distribute Apps' option, the page expands and enables you to select project users to whom form needs to be distributed along-with task and task time. Key in the subject if required. The task due date is calculated automatically as per the default number of days configured for task completion in relevant form settings configuration.
The availability of form tasks for distribution will depend on below factors:
Assign Status - The 'Overall App Statuses' setting should be enabled for selected form type.
Attach Docs - The 'Allow Attachments' setting should be enabled for selected form type.
Distribute - The 'Allow Distribution After Creation' setting should be enabled for selected form type, else 'Distribute' task should be enabled.
For Acknowledgement - The 'For Acknowledgement' task should be enabled along-with default number of days under 'Tasks Required' section in form settings for selected form type.
For Action - The 'For Action' task should be enabled along-with default number of days under 'Tasks Required' section in form settings for selected form type.
For Information - The 'For Information' task should be enabled along-with default number of days under 'Tasks Required' section in form settings for selected form type.
Respond - The 'Response Allowed' setting should be enabled for relevant form type.
During distribution, the calculation for number of days for task to be completed may also be dependent upon working days and / or holidays defined in working calendar.
4. Key in the subject as required.
5. Once done, click on 'Create' button to complete creating a system task.
You can create independent system tasks which can be executed using workflow triggers without adding them to a complex workflow.
All system tasks are performed by system automatically based on the condition defined in related workflow trigger. It appears in related form audit history & task assignment emails as performed by 'Workflow Agent'.
Related Articles: Create a System Task - Distributing Files (in a Project), Create a System Task - Distributing Custom Objects (in a Project)