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Defining the Run-Time Event That Starts the Workflow Process


This task is a step in Defining a Workflow Process That Creates an Activity for a Sales Representative.

In this topic, you define the run-time event that starts the workflow process.

To define the run-time event that starts the workflow process

  1. Choose the No connector, and then use the Properties window to make sure the Type property is set to Default.
  2. Choose the Yes connector, and then set the Type property to Condition.
  3. In the Process Designer, click the Evaluate Oppty connector, and then use the properties window to define values described in the following table.

    Property

    Value

    Event Object Type

    BusComp

    Event Object

    Opportunity

    Event

    WriteRecord

    Type

    Default

    When you define these properties, enter them in the same top to bottom order that this table lists them. Event Object and Event are context-sensitive according to the value you enter in Event Object Type. You must define Event Object Type first.

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