Use a staging table trigger to start a workflow when a specific type of record is inserted in a staging table. The inserted record is the input for the workflow tasks.
To be able to use a staging table trigger, you must build a custom table with at least a field called Staging label. The staging label defines the specific type of record for which a workflow can be triggered.
1. | Click Action and document management design. |
2. | On the Process flows tab, in the list, find and select the desired process flow. |
3. | Click the link of the selected process flow. |
4. | In the Triggers section, click New. |
5. | In the Trigger type field, select 'Staging table'. |
6. | In the Description field, type a value. |
7. | Click Staging settings. |
8. | Define for which specific type of record in the staging table the workflow must be triggered. If a record with this staging label is added to the table, the workflow is started. |
  | In the Staging label field, type a value. |
9. | Define the staging table that is related to the staging label. |
  | In the Table name field, type a value. |
10. | Click OK. |
Related to | Notes |
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Set up workflow triggers |
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