Event Types Reference
The following table lists all event types, the server trigger for which they appear, whether they apply to workflows that initiate On Create or On Update, and any limitations:
|
Event Type |
Trigger Types (Workflow Initiation) |
Limitations |
|---|---|---|
|
Approve |
Before Record Submit (On Update) After Record Submit (On Update) |
For the Before Record Submit trigger, only applies to record types such as Sales Orders, Expense Reports, Time Bills, Purchase Orders, and Return Authorizations. |
|
Cancel |
Before Record Submit (On Update) After Record Submit (On Update) |
— |
|
Copy |
Before Record Load (On Update) |
— |
|
Create |
Before Record Load (On Create) Before Record Submit (On Create) After Record Submit (On Create) |
— |
|
Delete |
Before Record Submit (On Update) |
— |
|
Direct List Edit |
Before Record Submit (On Update) After Record Submit (On Update) |
Note:
Only the fields that are updated during the processing of the record display values. Fields that are not updated by XEDIT are blank during the time that the record is processed by the workflow. |
|
Drop Ship |
After Record Submit (On Create) |
Only applies to Purchase Orders with items specified as drop ship. |
|
Edit |
Before Record Load (On Update) Before Record Submit (On Update) After Record Submit (On Update) |
— |
|
Edit Forecast |
Before Record Submit (On Update) |
— |
|
|
Before Record Load (On Update) |
— |
|
Mark Complete |
Before Record Submit (On Update) |
Only applies when users click Mark Complete on Task and Phone Call records. |
|
Order Items |
After Record Submit (On Create) |
Only applies to Purchase Orders with items specified as drop ship. |
|
Pack |
Before Record Submit (On Update) |
Only applies to Item record types, like Item Fulfillment records. |
|
Pay Bills |
After Record Submit (On Create) |
Only applies to Vendor Payments accessed through the Pay Bill page. |
|
|
Before Record Load (On Update) |
— |
|
Reassign |
Before Record Submit (On Update) |
Only applies when users click Grab on Case records. |
|
Reject |
Before Record Submit (On Update) |
Only applies to record types such as Sales Orders, Expense Reports, Time Bills, Purchase Orders, and Return Authorizations. |
|
Ship |
Before Record Submit (On Update) After Record Submit (On Update) |
Only applies to Item record types, like Item Fulfillment records. |
|
Special Order |
After Record Submit (On Create) |
Only applies to Purchase Orders with items specified as special order. |
|
View |
Before Record Load (On Update) |
— |
For sample workflow initiation, action, and transition properties for event types, see Examples of Event Types.