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.


Standard procedure

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

Set up workflow triggers

 

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