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Building a task that triggers when a Workflow Job is submitted

This example creates a task which uses the event tool Workflow Job Trigger which is used to trigger a task based on the decisions made in a Workflow Job.

The task runs when criteria specified in a filter against a workflow job has been met, data from the workflow job is exposed and stored by variables. The Decision step uses the information stored by a variable and directs the task to email a specified user.

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This task is made up of 3 steps:

Step NameToolWhat it does
Customer ONHOLD UpdateEvent: Workflow Job TriggerTriggers a task to run when responses from Workflow Jobs match criteria specified in one or a number of filters.

Creating a Workflow Job Trigger Step

ON or OFF HOLDGeneral: DecisionDecides an outcome based on the results available from the previous step.

Creating a Decision Step

Notify accounts and update ONHOLD statusOutput: Send Email (SMTP)Based on the result of the Decision step, sends an email alert to a user.

Sending an email

Notify accounts payment needs chasingOutput: Send Email (SMTP)Based on the result of the Decision step, sends an email alert to a user.

Sending an email

To read about designing other tasks see:

Task Design