Examples of Event Types
Use the following examples for sample workflow definition settings that initiate a workflow instance or execute actions and transitions for a specific event type.
Print Event Type
Use the following sample settings to initiate a workflow and execute actions and transitions when a user clicks Print in view mode on an existing Customer record.
|
Task Type |
Description |
Settings |
|---|---|---|
|
Workflow initiation |
Initiate workflow instance on a Customer record printed in view mode. |
Record Type: Customer Trigger On: Before Record Load On Create: unchecked On Update: checked Event Types: Print |
|
Action, Transition |
Action or transition executes on a Customer record printed in view mode. |
Trigger Type: Before Record Load Event Types: Print |
Mark Complete Event Type
Use the following sample settings to initiate a workflow and execute actions and transitions when a user clicks Mark Complete in view mode on an existing Task record.
|
Task Type |
Description |
Settings |
|---|---|---|
|
Workflow initiation |
Initiate workflow instance on a Task record marked complete in view mode. |
Record Type: Task Trigger On: Before Record Submit On Create: unchecked On Update: checked Event Types: Mark Complete |
|
Action, Transition |
Action or transition executes on a Task record marked complete in view mode. |
Trigger Type: Before Record Submit Event Types: Print |
Drop Ship Event Type
Use the following sample settings to initiate a workflow and execute actions and transitions when a user clicks Approve in view mode on an existing Purchase Order record.
|
Task Type |
Description |
Settings |
|---|---|---|
|
Workflow initiation |
Initiate workflow instance on a Purchase Order record approved in view mode. |
Record Type: Transaction, Purchase Order Trigger On: After Record Submit On Create: checked On Update: checked Event Types: Drop Ship |
|
Action, Transition |
Action or transition executes on a Purchase Order record approved in view mode. |
Trigger Type: After Record Submit Event Types: Drop Ship |