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)

Email

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.

Print

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.

Related Topics

General Notices