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.
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 |
  |