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CreateTask API

Creates a standalone ad-hoc workflow task and assigns it to a document.

Endpoint

/srv.asmx/CreateTask

Methods

  • GET /srv.asmx/CreateTask?authenticationTicket=...&documentPath=...&xmlParameters=...
  • POST /srv.asmx/CreateTask (form data)
  • SOAP Action: http://tempuri.org/CreateTask

Parameters

Parameter Type Required Description
authenticationTicket string Yes Authentication ticket obtained from AuthenticateUser
documentPath string Yes Full infoRouter path of the document to assign the task to
xmlParameters string Yes XML-serialized TaskCreationRequestModel (see structure below)

xmlParameters Structure

<TaskCreationRequestModel>
  <RequestedAssigneeName>jdoe</RequestedAssigneeName>
  <Instructions>Please review this document by the due date.</Instructions>
  <DueDate>2026-05-01T00:00:00</DueDate>
  <Priority>Normal</Priority>
  <RightType>READ</RightType>
  <PermissionChangeDueDate>false</PermissionChangeDueDate>
  <PermissionEnableEdit>false</PermissionEnableEdit>
  <PermissionChangePriority>false</PermissionChangePriority>
  <PermissionChangeFinishDate>false</PermissionChangeFinishDate>
  <TaskRequirements>
    <TaskRequirement>
      <RequirementType>Approval</RequirementType>
      <ObjectId>0</ObjectId>
      <Definition></Definition>
    </TaskRequirement>
  </TaskRequirements>
  <AllowedStartTimeSpan>0</AllowedStartTimeSpan>
  <ReminderTimeSpan>0</ReminderTimeSpan>
  <SendTaskNotice>true</SendTaskNotice>
  <OnCompleteNotification>false</OnCompleteNotification>
</TaskCreationRequestModel>

To specify no requirements, use an empty element:

<TaskRequirements />

TaskCreationRequestModel Fields

Field Type Description
RequestedAssigneeName string Login name of the user to assign the task to
Instructions string Task instructions shown to the assignee
DueDate DateTime Due date for the task (ISO 8601 format)
Priority enum Task priority — see Priority Values below
RightType enum Document access right granted while task is active — see RightType Values below
PermissionChangeDueDate bool Allow assignee to change the due date
PermissionEnableEdit bool Allow assignee to edit the document
PermissionChangePriority bool Allow assignee to change task priority
PermissionChangeFinishDate bool Allow assignee to change the finish date
TaskRequirements TaskRequirement[] Zero or more completion requirements the assignee must fulfill (see below)
AllowedStartTimeSpan int Hours before the due date from which the task becomes available to start (0 = immediately)
ReminderTimeSpan int Hours before the due date to send a reminder email (0 = no reminder)
SendTaskNotice bool Send an email notification to the assignee upon task creation
OnCompleteNotification bool Send an email notification to the assigner when the task is completed

Priority Values

Value Description
NoPriortySetting No priority set
Low Low priority
Normal Normal priority (default)
High High priority
Urgent Urgent priority

RightType Values

Value Description
NOACCESS No additional document rights granted
LIST Assignee can see the document in folder listings
READ Assignee can read the document
ADD Assignee can add new documents to the folder
ADDREAD Assignee can add and read documents
CHANGE Assignee can change (edit) the document
FULLCONTROL Assignee has full control over the document

TaskRequirement Fields

Each <TaskRequirement> element inside <TaskRequirements> has the following fields:

Field Type Required Description
RequirementType enum Yes The type of action the assignee must perform (see values below)
ObjectId int No Object identifier required by certain requirement types (e.g. form template ID). Use 0 when not applicable.
Definition string No Additional definition or label for the requirement. Leave empty when not applicable.

RequirementType Values

Value Description
Sign Assignee must digitally sign the document
Edit Assignee must edit the document
LastestVersionRead Assignee must read the latest version of the document
PublishedVersionRead Assignee must read the published version of the document
Comments Assignee must add comments to the document
Approval Assignee must approve the document
Archive Assignee must archive the document
SOXReview Assignee must perform a SOX compliance review
ISOReview Assignee must perform an ISO compliance review
Dispose Assignee must dispose of the document
Downgrade Assignee must downgrade the document classification
Declassify Assignee must declassify the document
Transfer Assignee must transfer the document
Attachment Assignee must attach a file to the document
FormTemplate Assignee must complete a form template (set ObjectId to the form template ID)
MetaData Assignee must fill in metadata fields
ReproptPassword Assignee must re-enter their password to confirm the action

Multiple <TaskRequirement> entries may be added; each represents a distinct action the assignee must complete before the task can be finished.

Response

Success Response

<response success="true">
  <Value>
    <TaskId>456</TaskId>
    <RedirectedUserName></RedirectedUserName>
  </Value>
</response>
Element Description
Value/TaskId The numeric ID of the newly created task
Value/RedirectedUserName If the assignee has a task redirection active, the login name of the actual user the task was assigned to; empty string if no redirection occurred

Error Response

<response success="false" error="[ErrorCode] Error message" />

Required Permissions

The authenticated user must have permission to assign tasks on the target document. The document must exist and be accessible to the calling user.

Example

Request (POST) — with requirements

POST /srv.asmx/CreateTask HTTP/1.1
Content-Type: application/x-www-form-urlencoded

authenticationTicket=abc123&documentPath=/MyDomain/MyLibrary/report.pdf&xmlParameters=<TaskCreationRequestModel><RequestedAssigneeName>jdoe</RequestedAssigneeName><Instructions>Please review</Instructions><DueDate>2026-05-01T00:00:00</DueDate><Priority>Normal</Priority><RightType>READ</RightType><PermissionChangeDueDate>false</PermissionChangeDueDate><PermissionEnableEdit>false</PermissionEnableEdit><PermissionChangePriority>false</PermissionChangePriority><PermissionChangeFinishDate>false</PermissionChangeFinishDate><TaskRequirements><TaskRequirement><RequirementType>Approval</RequirementType><ObjectId>0</ObjectId><Definition></Definition></TaskRequirement></TaskRequirements><AllowedStartTimeSpan>0</AllowedStartTimeSpan><ReminderTimeSpan>0</ReminderTimeSpan><SendTaskNotice>true</SendTaskNotice><OnCompleteNotification>false</OnCompleteNotification></TaskCreationRequestModel>

Request (POST) — no requirements

POST /srv.asmx/CreateTask HTTP/1.1
Content-Type: application/x-www-form-urlencoded

authenticationTicket=abc123&documentPath=/MyDomain/MyLibrary/report.pdf&xmlParameters=<TaskCreationRequestModel><RequestedAssigneeName>jdoe</RequestedAssigneeName><Instructions>Please review</Instructions><DueDate>2026-05-01T00:00:00</DueDate><Priority>Normal</Priority><RightType>READ</RightType><PermissionChangeDueDate>false</PermissionChangeDueDate><PermissionEnableEdit>false</PermissionEnableEdit><PermissionChangePriority>false</PermissionChangePriority><PermissionChangeFinishDate>false</PermissionChangeFinishDate><TaskRequirements /><AllowedStartTimeSpan>0</AllowedStartTimeSpan><ReminderTimeSpan>0</ReminderTimeSpan><SendTaskNotice>true</SendTaskNotice><OnCompleteNotification>false</OnCompleteNotification></TaskCreationRequestModel>

Notes

  • If the specified assignee has an active task redirection, the task is silently redirected to the configured target user and Value/RedirectedUserName contains the actual assignee login name.
  • Use DeleteTask to remove the task, CompleteTask to mark it done, or ReassignTask to transfer it to another user.
  • Priority and RightType values are case-sensitive enum names; all must be from the tables above.
  • RequirementType values are case-sensitive; all must be from the table above.
  • FormTemplate requirements require ObjectId to be set to the target form template's numeric ID.
  • AllowedStartTimeSpan and ReminderTimeSpan are in hours, not days.
  • The RequirementNumber field is managed internally and should be omitted from the XML input.
  • Shortcut documents cannot have tasks assigned to them; the API returns an error for shortcuts.
  • Offline documents cannot have tasks assigned to them; the API returns an error for offline documents.