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Set up workflow triggers
Activity Flow

To run a workflow, a trigger is required that starts the workflow.

You can use these types of triggers:
  • Query: Use a query trigger to start a workflow based on the result of a query.
  • Staging table: Use a staging table trigger to start a workflow when a record is inserted in a staging table.

Designer Designer Start Start Which type  of trigger? Which type  of trigger? Query exists? Query exists? Set up query

Set up queries

Use a query to find one or more records in the database. The found records are the input for further processing.

You can use a query on a:

  • Workflow trigger of type Query to start a workflow based on the query results.
  • Document type perspective to define the scope of the perspective and the content of the document.
Optionally, you can run a query under specific conditions. For conditions, you can use functions.

 Create trigger - Query Create trigger - Query 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. 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. 9. Click Validate. 10. Click Close. 11. Sub-task: Run query. 12. 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. Create trigger - Staging table Create trigger - Staging table 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. 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. In the Staging label field, type a value. 9. In the Table name field, type a value. 10. Click OK. End End Query  Staging table No Yes

Activities

Name Responsible Description

Set up queries

Designer

Use a query to find one or more records in the database. The found records are the input for further processing.

You can use a query on a:

  • Workflow trigger of type Query to start a workflow based on the query results.
  • Document type perspective to define the scope of the perspective and the content of the document.
Optionally, you can run a query under specific conditions. For conditions, you can use functions.

Create trigger - Query

Designer

 		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.

Create trigger - Staging table

Designer

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.

Activities

Name Responsible Description

Set up queries

Designer

Use a query to find one or more records in the database. The found records are the input for further processing.

You can use a query on a:

  • Workflow trigger of type Query to start a workflow based on the query results.
  • Document type perspective to define the scope of the perspective and the content of the document.
Optionally, you can run a query under specific conditions. For conditions, you can use functions.

Create trigger - Query

Designer

 		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.

Create trigger - Staging table

Designer

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.

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