Defining the Runtime 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 runtime event that starts the Workflow Process.

To define the runtime event that starts the Workflow Process

  1. In the Process Designer, click the Evaluate Oppty connector and in the Properties pane, define the values shown in the following table.

    Property

    Value

    Event Object Type

    BusComp

    Event Object

    Opportunity

    Event

    WriteRecordNew

    Type

    Default

    When you define these properties, define them in the same 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.

  2. Choose the No connector and in the Properties pane, make sure the Type property is set to Default.

  3. Choose the Yes connector and in the Properties pane, set the Type property to Condition.