Workflow example 1: a simple notification

To build a simple notification workflow:

  1. Open the New Workflow Wizard.
  2. In the Type of Workflow section, select one of these options:
    • Notify Me When: Select this option to receive a notification in your application Inbox form when the change you specify in the following pages is made to the system.
    • Notify You When: Select this option if the person who makes the specified change should receive a notification in his or her application Inbox form.
    • Build from Scratch: Select this option and click Finish to exit the workbench and use the standard Application Event System (AES) forms to build the workflow.
  3. Click Next.
  4. Specify this information:
    Description
    Specify a description of the workflow. You can change the description on later pages.
    Apply To
    Specify the IDO or the form, or both, that you want the system to track. You must identify the IDO.

    You can further restrict the triggering condition by specifying the form where the changes are made.

    • If you know the form but not the IDO, select a form name and then click in the IDO field. The IDO is automatically filled in.
    • If you specify an IDO name, and you want the workflow to apply to all forms that use that IDO, you can either leave the Form field blank or select All Forms.
    • If you want the workflow to apply to all IDOs associated with the specified form, select All IDOs.
    What to track
    Select the type of operation on the IDO that triggers the notification: Additions, Changes, or Deletions.
  5. Click Next.
  6. In the Filters section, select one of these options:
    • All Rows: Select this option to trigger the notification on any change to the IDO rows.
    • Where: Select this option to specify the property and value filter criteria.

      Select this option if you only want a notification triggered when the change for a row matches the filter criteria.

      To specify multiple filter clauses, select the OR Instead Of AND With Previous Clause check box, and click Add This Clause.

      For each clause, you can specify one of these options:

      • Property, operator, and value
      • Property, operator, and another property, with an optional date-time adjustment
      • Property, operator, and the date or time when the workflow runs, with an optional adjustment.
  7. Optionally, select Customize Resulting Workflow to open the event handler you created in the standard AES forms. This option is enabled only if you selected one of the notify options in the Type of Workflow section.
  8. Click Finish to complete the workflow.
    If you selected Customize Resulting Workflow, the Event Handlers form is launched for this workflow's event handler.
  9. Test the workflow.
Related topics