Example: Using the Application Event System

Example 1: Sending a notification when a record is added

Scenario: You have a sales manager who wants to be notified whenever someone adds a new customer to the system.

Solution: You can use the application event system to automate compliance with this request. You can set up an application event that is generated whenever anyone adds a new customer into the system, and use event handlers and actions to automatically generate a notification that is sent to the sales manager.

Example 2: Getting approval for a credit limit change

Scenario: Your company requires that any change to a customer’s credit limit be approved by a designated credit manager.

Solution: You can use the application event system to automatically send the credit manager a message requesting approval of the change. To speed up the process, you can also send an email to the credit manager that contains links that the manager can click to approve or deny the request. When the credit manager responds to the message and approves the request, the system can then automatically change the credit limit amount.

Example 3: Complex approval of a purchase order status change

Scenario: Your company has a business process in place that:

• Requests approval from a purchasing manager when the status of any purchase order (PO) is changed to Ordered
• Requests majority approval from a group of higher level managers when the total cost of the PO exceeds a certain amount and whether the order should be sent to the vendor
• Requests unanimous approval from a group of top-level directors when the total cost of the PO exceeds a higher amount
• Approves and Completes the transaction when the total cost of the PO is approved at all the required levels

Solution: You can use application events and handlers to automate this entire process. You can evaluate the PO at each step, request only the necessary approvals, and complete the transaction upon approval.

Example 4: Automatically shipping a customer order

Scenario: You have a system that, by default, requires someone to manually set the system to ship a customer order line when the status of the line is set to Filled.

Solution: You can use the application event system to automatically set the order to ship as soon as the status is set to Filled.