This section explains how to execute System Tasks on documents displayed in the document viewer window.
System Tasks enable OnBase Workflow
functionalities for documents available in OnBase Integration for Salesforce but not
present in an OnBase Workflow queue. You can configure
System Tasks to allow actions such as deleting documents, routing documents to OnBase Workflow for review and so on. However, interactive
tasks that require user input such as user prompts or suspending a system task are not
supported. Currently, only the Document System Task is supported that enables users to
add documents to a Workflow queue.
Note: System Tasks are governed
by preconfigured Document Type and User Group permissions. If a document belongs to
a Document Type that is configured to use System Tasks, they can be initiated on the
document. These changes are typically managed by your system administrator. Please
contact your system administrator if you require help with these
configurations.
To run a System Task: