Working with Event Notifications

Event notifications are based on changes to order milestones or a task states. The type of the event notification determines where you configure the notification, whether it can be sent to a work group, or whether it will be automatically consumed by an automation plug-in. There are three types of event notifications:

  • Task status-based event notifications are triggered by rules that evaluate when a task transitions to a specific status or exception path within a process. You define task status event notifications using the Properties Events tab in the Process editor. See "Creating Task Status-Based Event Notifications" for more information.

  • Order milestone and task state automation event notifications are triggered when an order transitions to a specific milestone or when a task transitions to a specific state. When you configure a milestone-based or state-based event notification for an order in the Order editor or for a task in the Task editor, the notification triggers automatically upon reaching the specified order milestone or task state, and the notification is consumed by an automation plug-in that performs the work. When you configure a task state-based event notification for a specific task in the Process editor, you can also include an additional rule that must evaluate to true before OSM triggers the notification, and you can elect to send the notification to a work group.

    See "Creating Order Milestone and Task State Automation Event Notifications" and "Creating Process-specific Task Event Notifications" for more information.

  • order data changed notifications are triggered by changes made to the order data. You can configure order data changed notifications to update external systems (such as CRM) with status updates when a specific data node in the order data is updated with a new value. You configure order data changed notifications in the Order editor Notifications tab. See "Creating Order Data Changed Notifications" for more information.

    Note:

    Order data changed notifications are not available when using releases prior to OSM 7.0.