Accessing and Managing Event Processes

Overview

The Event Processes area within Workflows allows you to create, configure, and manage automated workflows that are triggered by event-related actions. As a user, you can add and edit workflows, build logic using different process blocks, control processing behaviour, and manage execution and triggers.

Step-by-Step Approach

1. Access the Event Processes in list view

• Navigate to Workflows in the main menu.
• Select Event Processes.
• The Event Processes list view opens.

2. Add a new Process

• In the list view, click Add Process.
• Enter or edit the Process Name.
• Save your changes.
• Click the newly created or any existing process to open the configuration screen.

3. Select or Unselect Edit Mode

• Inside the process, toggle Edit Mode on to enable editing.
• Toggle Edit Mode off to prevent changes.

4. Add an Action Block (Green + icon)

• Click the green + icon.
• Select Entity.
• Select Action Type.
• Select the trigger value for the action type.
• To remove the block, select Remove Action Block.

5. Add a Query Block (Blue + icon)

1. Click the blue + icon.
2. Select Entity.
3. Select Query Type.
4. Select the trigger value for the query type.
5. To remove the block, select Remove Query Block.

6. Add a Wait Block (Orange + icon)

• Click the orange + icon.
• Select Entity.
• Select the key value pair for the selected field.
• To remove the block, select Remove Wait Block.

7. Add a Process-Flow Step (Purple + icon)

• Click the purple + icon.
• Select Entity.
• Select the value for the selected entity.

8. Start and Stop the Process

• Click Start Process to activate it.
• Click Stop Process to pause execution.

9. Execute Action: Interrupt

• Select Interrupt to manually stop an active process instance.

Single Row List View Actions

• Edit Process – open the workflow for editing.
• Change Name – rename the process.
• Status Change Trigger – trigger the process when the event status changes.
• Select Trigger Statuses from the list.
• Object Changed Trigger – trigger the process when a related object changes.
• Select Trigger from the Trigger list.

Multi-Row List View Actions

• Delete – remove one or more selected processes from the list.

Result

You can now access and manage Event Processes, build workflows using configurable blocks, set trigger behaviour, and control how event-based automation runs in your system.