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Version: 2023 R3

Exchange tasks

Action used to add or delete a task in the user's calendar available on the Exchange server.

The action configuration window has two tabs: Settings and Recipients.


Basic configuration of the action (task).


1. Data connection

Field used to define connection to the Exchange Server.

2. Trigger

Allows you to define the behavior of action after it is triggered:

  • Write – add a new task,
  • Delete – delete a task from the calendar.

The option selected here affects the availability of other fields of the tab.

3. Field ID

Field ID to which an Exchange identifier will be saved or from which it will be read.

4. Task settings

Detailed parameters of the event, such as date, category, subject and content (of the task notification).


Separate individual Categories with semicolons, example: Category1;Category2
Dates from/to should be formatted as yyyy-MM-dd HH:mm:ss or field({123}).

5. Completion percentage

A percentage value indicating the task completion.

6. Other settings

Here you can define the Status of the task (finished, postponed, in progress, not started, waiting for others), as well as its Priority.

7. Variables editor

Dynamically generated tree containing all variables that may be used in the current location of Designer Studio. Information on how to use variables in WEBCON BPS, as well as a list of variables can be found here.


The tab allows you to indicate the users to whom tasks will be assigned.


1. Recipients

This field defines location from which the addresses of users with assigned tasks will be taken:

  • All assigned users – users for whom there are tasks on the instance (direct and CC),
  • Assigned CC users – users for whom there are CC tasks on the instance,
  • Assigned users – users for whom there are tasks on the instance,
  • Author – author of the instance,
  • Predefined recipients – only users named in the fields Recipient addresses and Users and groups,
  • SQL or CAML query.

2. Recipient addresses

Addresses of users with assigned tasks. They are added to the users from fields: Recipients and Users and groups.

3. Users and groups

Users with assigned tasks (also user groups). They are added to the recipients from fields: Recipients and Recipient addresses.

4. Dynamic

Task recipients defined dynamically based on a form field or an Item list column (e.g. of the Person or group type).