Use a query trigger to start a workflow based on the result of a query. So, the workflow is started when a query is run and one or more records are found in the database. The found records are the input for the workflow tasks.


Standard procedure

1. Click Action and document management design.
2. On the Process flows tab, find and select the desired process flow.
3. Click the link of the selected process flow.
4. On the Triggers tab, click New.
5. In the Trigger type field, select 'Query wizard'.
6. In the Description field, type a value.
7. In the Query field, enter or select a value.
8. Sub-task: Validate trigger.
  8.1 You can validate if the query gives the expected results.
  Click Validate.
  8.2 Review the query results.
  Click Close.
9. Sub-task: Run query.
  9.1 You can do a test run to see if the trigger works properly and the workflow gives the expected result.
  Click Run.
 

Note: Usually, you run triggers in batch in a recurring pattern.

Related to Notes

Set up workflow triggers

 

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