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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 2 months 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 mentioned below:

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

2. Click the '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 Action' 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 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:



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