Add a Connector Event

You must add connectors to connect one element to another in a workflow.

When a record or script displays to a staff member, it must remain open long enough for your staff members to complete their work before advancing to the next element in the workflow. Therefore, when connecting from a Workspace, Script, or Workflow element, you must define one or more triggering events (such as a field value change) that will cause the path to be followed. You can also specify conditions under which the event will cause the path to be followed.

Note: If a connector is triggered by an event in a workspace rule or script rule, the flow will advance without running any subsequent rules in that workspace or script.

1. From your open workflow, click the connector on the canvas.
   The Path Tools tab displays.
2. Click Add Events.
   The Select Connector Events window opens.
3. Click Add next to the event you want to add to the connector.

   Available events vary based on the type of element you are connecting from.

   Connector Events

   Event	Description
   The editor loads	Add this event to follow the path when a record is loaded using the workspace. When using this event, the connector conditions are evaluated at the time a record is opened. If any of the conditions require that items be changed after the record is opened, the path will not be followed.
   The record is saved without closing	Add this event to follow the path when an open record is saved without closing. This event is not triggered if records are closed when saved, or closed without being saved. This includes records opened in child editor windows that do not feature Save buttons.
   A field changes	Add this event to follow the path when the value of a field is changed. When added, click the underlined text to select a field that will trigger the event. Available fields vary depending on the type of workspace you are connecting from. For example, when connecting from an incident workspace, you can select fields from the incidents, contacts, and organizations tables. However, not every field in these tables is available for use in connector events. When using this event, connector conditions are evaluated at the time any change is made to the selected field. If the selected field is a text field, the conditions will be evaluated the moment any character in the field is changed.
   An input control value changes	Add this event to follow the path when the value of an input control is changed to another value or to no value. When added, click the underlined text to select an input control that will trigger the path. Available input controls include any menus, options, list boxes, and text boxes that are not used to trigger other paths. This event is available only when an input control has been added to the workspace. When using this trigger, conditions are evaluated at the time any change is made to the input control. If you want to verify that a specific value was selected, add An Input Control Has a Certain Value as a condition.
   An input control value is selected	Add this event to follow the path when an input control value is selected. When added, click the underlined text to select an input control that will trigger the path. Available input controls include any menus, options, and list boxes that are not used to trigger other paths. This event is available only when an input control has been added to the script. When using this trigger, conditions are evaluated at the time a value is selected from the input control. If you want to verify that a specific value was selected, add An Input Control Has a Certain Value as a condition.
   A button is clicked	Add this event to follow the path when a specified button is clicked. When added, click the underlined text to select a button from the workspace that will trigger the event.
   An image is clicked	Add this event to follow the path when an image is clicked. When added, click the underlined text to select an image from the workspace that will trigger the event. This trigger is available only when an image has been added to the workspace.
   A hyperlink control is clicked	Add this event to follow the path when a hyperlink is clicked. When added, click the underlined text to select a link from the workspace that will trigger the event. This trigger is available only when a hyperlink has been added to the workspace.
   The exit script event fires	Add this event to follow the path when the Exit button is clicked, an exit script event is fired by a rule from a script called in a workflow, or from a script placed on a workspace called in a workflow. Connector conditions are evaluated at the time that the event is fired. See How Events are Used in Workspace and Script Rules.
   The finish script event fires	Add this event to follow the path when the Finish button is clicked, a finish script event is fired by a rule from a script called in a workflow, or from a script placed on a workspace called in a workflow. Connector conditions are evaluated at the time that the event is fired. See How Events are Used in Workspace and Script Rules.
   A named event fires	Add this event to follow the path when a specified named event fires from a workspace rule or from a rule in a script that has been placed on the workspace. Click the underlined text to enter the name of the event that will be used to trigger the connector event. Connector conditions are evaluated at the time that the event is fired. See How Events are Used in Workspace and Script Rules. When a connector is triggered from a workspace or script rule by a named event, the rule will stop running and any actions that follow the event in the rule will not be performed.

4. Click any underlined text in the Edit the Connector Description section to open a window where you can specify the source of the event action (such as the field, control, or event name).
5. To remove an event from the connector description, hover over the event and click Remove.
6. Click OK to add the event to the connector.