Workflow Example 1: A Simple Notification

To build a simple notification workflow:

  1. On the first page of the New Workflow Wizard, specify 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 AES forms to build the workflow.
  2. Select Customize Resulting Workflow if you want to open the event handler you created in the standard AES forms when you finish building the workflow through the wizard. This option is enabled only if you selected one of the Notify options.
  3. Click Next. On the second page of the wizard, specify these options:
    • Specify a description of the workflow. You can change the description on later pages.
    • Specify the IDO and/or form that you want the system to track.  You must identify the IDO. In addition, you can further restrict the triggering condition by specifying the form where the changes are made. See the Examples below.
      Note:  If you select a form name and then click in the IDO field, the IDO is automatically filled in (this can be helpful if you know the form but not the IDO). 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 Name field blank or select All Forms. If you want the workflow to apply to all IDOs associated with the specified form, select All IDOs.
    • Specify the type of operation on that IDO (Additions, Changes, or Deletions) that will trigger the notification.
  4. Click Next. On the third page of the wizard, specify these options:
    • Specify All Rows to trigger the notification on any change to the IDO, or select Where and specify property and value filter criteria if you only want a notification triggered when the change is for a row that matches the filter criteria.
    • To specify multiple filter clauses, specify whether to use And or Or to join the new clause with the preceding one, and click Add.
    • 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/time when the workflow runs, with an optional adjustment.
  5. Click Finish to complete the workflow. (The Next button on this page is reserved for future use.) If you selected Customize Resulting Workflow, the Event Handlers form is launched for this workflow's event handler.
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