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

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

Updated over 3 weeks ago

Pre-requisites:

  • 'Admin' permission on the project template where a system task needs to be created.

The steps to create a system task for custom objects in a project template are as follows:

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

  2. Click the '+ System Task' (Configure System Task) button at the top right to start configuring a system task.
    Alternatively, right-click on 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. Based on the selected task context, choose a task that the system should perform in the workflow.
    ​Available tasks for 'Custom Object' - 'Execute Groovy Script', 'Email Notification', 'Distribute Custom Objects', 'Clear Tasks' and 'Webhook'.​
    Click on any of the task types below to access their detailed help:

    1. Execute Groovy Script

    2. Email Notification

    3. Distribute Custom Objects

    4. Clear Tasks

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

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