Modifying Workflow Event Handlers

To change the text of notifications sent by an existing workflow event handler, or to create a custom handler that works slightly differently from an existing workflow event handler, follow these steps to copy the handler and then modify the copy:

  1. In the Workflow Event Handler Activation form, select the handler you want to modify.
  2. Specify the variable information such as Notify Users or Email Users.
    Note:  Do NOT select the Active check box.
  3. Click Copy for Modification to create a copy of the handler, including its event actions. The copy does not display on this form; view and edit it from the Event Handlers form. The copied handler has the same description but has a different sequence number, and the Access As value is not SyteLine (so you can modify the handler).
  4. From the Event Handlers form, make any changes to the copied event handler. For example, you can:
    • Change the handler description to indicate what this changed version does.
    • Change the text of a message that the handler sends. (Select the Notify action and click Event Actions to get started with this.) Most messages are defined as message strings in the database, to allow for handling different languages.
    • Add an event action or resequence the existing actions.

    For more information, see "About Event Handlers" in the Guide to the Application Event System.

  5. To activate the copied handler, select Active on the Event Handlers form.
  6. To test your copied handler, perform the action that triggers the event.