About Workflow Event Handlers

You can use these predefined event handlers to notify certain people about important events that happen in Service Management.

Setting Up and Activating the Workflow Event Handlers

No programming is needed to set up and activate these event handlers. Just follow the steps in Activating Workflow Event Handlers.

List of Workflow Event Handlers

Click the links below to see detailed information about each event handler.


Event Handler	Description	Values to Enter
Alert ISM Users of Company Interaction	Notifies Service Management users when another Service Management user has entered text for a Company Interaction. To receive this alert, users must subscribe to ISMCompanyInteractionAlert. See About Publications for more information.	N/A
Alert ISM Users of Customer Interaction	Notifies Service Management users when another Service Management user has entered text for a Customer Interaction. To receive this alert, users must subscribe to ISMCustomerInteractionAlert.	N/A
Alert ISM Users of Vendor Interaction	Notifies Service Management users when another Service Management user has entered text for a Vendor Interaction. To receive this alert, users must subscribe to ISMVendorInteractionAlert.	N/A
Alert Users of A New Customer Document	Notifies Service Management and portal users when a new document is uploaded by a Service Management user. To receive this alert, users must subscribe to CustomerDocumentUploadAlert.	N/A
Alert Users of New S-Portal Document	Notifies Service Management users when a new document is uploaded by a customer or partner using the Service Portal. To receive this alert, users must subscribe to CustomerDocumentUploadAlert.	N/A
Notify Portal Incident Created	Notifies a Service Management user that a new incident record has been entered on the Service Portal. To receive this alert, users must subscribe to PortalIncidentAlert. Also notifies the Service Portal user who created the new incident record that the request has been received. This notification is sent if the portal user has Set External Notifications and an email address specified on the Service Management Users form.	N/A
Notify Portal SRO Labor Transaction Created	Notifies a Service Management user that a service request order (SRO) labor transaction was submitted by a Service Portal user. To receive this alert, users must subscribe to PortalSROLaborTransactionAlert. Also sends a confirmation to the portal user if the portal user has Set External Notifications and an email address specified on the Service Management Users form.	N/A
Notify Portal SRO Material Transaction Created	Notifies a Service Management user that a service request order (SRO) material transaction was submitted by a Service Portal user. To receive this alert, users must subscribe to PortalSROMatlTransactionAlert. Also sends a confirmation to the portal user if the portal user has Set External Notifications and an email address specified on the Service Management Users form.	N/A
Notify Portal SRO Miscellaneous Transaction Created	Notifies a Service Management user that a service request order (SRO) miscellaneous transaction was submitted by a Service Portal user.To receive this alert, users must subscribe to PortalSROMiscTransactionAlert. Also sends a confirmation to the portal user if the portal user has Set External Notifications and an email address specified on the Service Management Users form.	N/A
Notify Portal Unit Registration Approval	Notifies the Service Portal user that a unit registration was approved. This notification is sent to the email address specified on the portal when registering the unit.	N/A
Notify Portal Unit Registration Created	Notifies a Service Management user that a unit registration was created. To receive this alert, users must subscribe to PortalUnitRegistrationAlert. Also sends a confirmation to the Service Portal user, to the email address specified on the portal when registering the unit.	N/A
Notify Portal Unit Registration Rejected	Notifies the Service Portal user that a unit registration was rejected. This notification is sent to the email address specified on the portal when registering the unit.	N/A
Update SO/SRO to Pack Slip Status	Updates the Working Status of a sales order or service order when a pack slip is printed that contains a line from the order.	Working Status Code
Update SO/SRO to Invoice Partial Status	Updates the Working Status of a sales order or service order when an invoice is printed for the specific order that still has other lines or transactions yet to be invoiced.	Working Status Code
Update SO/SRO to Invoice Complete Status	Updates the Working Status of a sales order or service order when an invoice is printed for the remaining lines or transactions for a specific order.	Working Status Code
Update SO to Ship Partial Status	Updates the Working Status of a sales order when a shipment is performed for one of the lines but other lines remain to be shipped.	Working Status Code
Update SO to Ship Complete Status	Updates the Working Status on a sales order when all lines on a specific order have been shipped.	Working Status Code
Update SO/SRO to Pick List Status	Updates the Working Status on a sales order or service order when a pick list is printed that contains a line from that order.	Working Status Code