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Create a System Task - Clearing Form Tasks (in a Project)

This article helps you understand how to create a system task for clearing form tasks in a project.

Updated today

Pre-requisites:

Steps to create a system task for clearing form tasks 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 'Clear Tasks'.

3. Upon selecting 'Clear Tasks' option, the page expands and enables you to select the form messages, whether all or latest message only, for which the tasks are to be cleared. It also enables you to select the particular task name which needs to be cleared on selected form message.

All - Clears all pending tasks on all messages on the form.

Current message - Clears all pending tasks of latest form message only.

Tasks to be Cleared - Only selected tasks will be cleared on the selected form messages (Tasks are listed based on the form settings configuration of selected form type).

Clear Tasks Of - Select individual users or a group of users based on available options, for whom the tasks will be cleared on selected form message. Available options are:

  • individual users, form creator and workflow originator as applicable for selected form

  • users belonging to a selected role

  • users belonging to a selected distribution group

4. 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'.



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