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 changing form status 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 'Status Change'.
3. Upon selecting 'Status Change' option, the page expands and enables you to select 'From' and 'To' statuses.
โ
4. 'From' field is optional while selecting 'Status Change' option; however, the default value is 'Any' status. When there is 'Any' status selected in 'From' field, status change will work based on the configuration set in 'To' field irrespective of existing status of form.
5. Enter a reason for status change as needed. Check the box for 'Notify all users in distribution list' to notify all users that are available in distribution list about the status change.
6. 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 - Changing File Status (in a Project)