edoc automate Guide
edoc automate Guide
Breadcrumbs

Create a new task in a view

You can create any tasks in edoc automate for a view and add new actions as required.

Things to know

  • Each task must have a unique name. Give your tasks meaningful names.

  • The capitalization of names is ignored.

Here's how

  1. Click on New Task in the sidebar of your app project.

  2. Enter a unique name and a description for the new task in the Add Task dialog.

  3. Click on Add to open the task editor.

  4. Configure the task in the editor by selecting the type under Trigger and entering the corresponding details for the type.

  5. Configure how the task should behave in the General section.

You will find the new task in the sidebar in the Tasks section. You can edit the task directly by clicking on the task to open the editor.

You can open several tasks at the same time and switch back and forth between the tasks in the app's navigation bar.