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How to trigger an event on a workflow?

Milton Lima
Kilo Contributor

Hi, I'm sorry if this topic had appeared already, but I can't resolve this problem.
I have a workflow and a I must send a notification to the Administrator(using "Create Event") every time a record is created on the Incident table. I created the event on the workflow and filled the field "Event name", can anyone please, tell me what I need to do next?

1 ACCEPTED SOLUTION

Allen Andreas
Tera Patron

Hello,

Technically, you don't need a workflow to do this...if this is for incident table, you can create the notification specifying the incident table and check the "insert" box. From there, you can specify a specific user, or email, etc. that the notification has to go to. So no workflow is really necessary (example):

find_real_file.png

If you still need to do through workflow (for some reason), then you'd need to:

1) Create the event

2) Create notification to fire when the event is triggered (use "when to send" tab to set this up) and specify any recipients (from a field or from "parm1" or "parm2")

3) Within workflow use "create event activity" to specify the event...like so (EXAMPLE😞

find_real_file.png

That's really about it...you can test this out pretty easily.

 

Please mark reply as Helpful/Correct, if applicable. Thanks!


Please consider marking my reply as Helpful and/or Accept Solution, if applicable. Thanks!

View solution in original post

2 REPLIES 2

Allen Andreas
Tera Patron

Hello,

Technically, you don't need a workflow to do this...if this is for incident table, you can create the notification specifying the incident table and check the "insert" box. From there, you can specify a specific user, or email, etc. that the notification has to go to. So no workflow is really necessary (example):

find_real_file.png

If you still need to do through workflow (for some reason), then you'd need to:

1) Create the event

2) Create notification to fire when the event is triggered (use "when to send" tab to set this up) and specify any recipients (from a field or from "parm1" or "parm2")

3) Within workflow use "create event activity" to specify the event...like so (EXAMPLE😞

find_real_file.png

That's really about it...you can test this out pretty easily.

 

Please mark reply as Helpful/Correct, if applicable. Thanks!


Please consider marking my reply as Helpful and/or Accept Solution, if applicable. Thanks!

Thanks.