Overview

Event is the occurrence of a particular situation or condition which has significance to one or more workflows. This significance is to automatically initiate a workflow instance.

In the Event manager, you choose which workflow should be initiated by event and the range of documents where this event should work by specifying the document category. For example, you can set up the workflow so that it starts automatically whenever someone creates a new version of the document of the specific document category.

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The table below provides the reference on events supported in Event manager.

Event Description
Document
OnDocumentCheckIn Lets you automatically start the workflow when the document has been modified.
OnDocumentCreatedByOutlook Lets you automatically start the workflow when the document has been archived in Outlook to DocuNote.
OnDocumentCreatedByTemplate Lets you automatically start the workflow when the document has been created from template.
OnDocumentCreatedByUpload Lets you automatically start the workflow when the document has been uploaded to DocuNote.
OnDocumentDraftCheckedIn Lets you automatically start the workflow when the draft version of the document has been created.
OnDocumentPublishCheckedIn Lets you automatically start the workflow when the publish version of the document has been created.
OnDocumentTrashed Lets you automatically start the workflow when the document has been moved to recycle bin.
OnDocumentUpdated Lets you automatically start the workflow when the document properties have been updated.
OnDocumentSigned Lets you automatically start the workflow when the document has been signed.
OnFormSigned Lets you automatically start the workflow when the signing form has been filled out.
OnDocumentDiscarded Lets you automatically start the workflow when the document has been sent to discarding recycle bin.
Case
OnProjectCreated Lets you automatically start the workflow when the new case has been created.
OnProjectUpdated Lets you automatically start the workflow when the case properties have been updated.
OnProjectDiscarded Lets you automatically start the workflow when the case has been sent to discarding recycle bin.
Company
OnCompanyContactListChanged Lets you automatically start the workflow when the contact list has been modified.
OnCompanyCreated Lets you automatically start the workflow when the new company has been created.
OnCompanyUpdated Lets you automatically start the workflow when the company properties have been updated.
Person
OnContactCreated Lets you automatically start the workflow when the new contact has been created.
OnContactUpdated Lets you automatically start the workflow when the contact properties have been updated.
Form
OnFormCreated Let you automatically start the workflow when the workflow form has been created.
OnFormPropertiesChanged Lets you automatically start the workflow when the workflow properties have been changed.
Task
OnTaskCreated Lets you automatically start the workflow when the new task has been created.
OnTaskUpdated Lets you automatically start the workflow when the task properties have been updated.

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Creating an event

To create an event:

  1. In the Workflow studio, navigate to the Event Manager tab.

  2. In the Main left side section, select the appropriate item.

  3. In the Events section, select the appropriate type of event.

  4. In the Workflows section, select the appropriate workflow.

  5. In the Document type section, select the appropriate document category.