Setting Up and Activating Workflow Event Handlers

To set up and activate workflow event handlers:

  1. Select one of the event handlers in the Workflow Event Handler Activation form.
  2. Specify the people who should be notified. Provide one or more email addresses in the Email Users field to send an external email, and/or provide one or more SyteLine user names in the Notify Users field.
  3. Specify any other requested values. For example, for the Check Order Line Discount Percentage and Approval handler, you specify the discount percentage that, if exceeded, triggers a notification and approval request.
  4. Select Active to activate the event handler so that it is monitoring the event.
  5. Select Actions>Save.
Note:  Some workflow event handlers apply to more than one event. For example, Check Order Line Discount and Approval applies to both inserted (new) and updated order lines, so there are two rows for this event handler description in the Workflow Event Handler Activation form, associated with different events (IdoOnItemInsert and IdoOnItemUpdate). If there are multiple rows for an event handler description, the values you specify in steps 2 and 3 for one row are automatically updated in the other rows. However, you activate each occurrence separately.