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 a week ago

Pre-requisites:

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

Steps to create a system task for custom objects in a project template are as mentioned below:

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

2. Click on 'Configure System Task' button available at top right to start configuring a system task.

Alternatively, right click on project name and select '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, select a task that the system should perform in the workflow.
โ€‹
Available tasks for 'Custom Object' - 'Execute Groovy Script', 'Email Notification', 'Distribute Custom Objects' and 'Clear Tasks'.
โ€‹
Click on any of the task types below to access their detailed help:



Did this answer your question?