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Business Event trigger from Workflow Stage

  • February 14, 2024
  • 2 replies
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kevinpopeck
Jr Varsity II
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Looking for some help on how to trigger a business event on the service order screen from Workflow Stage (WFStageID). I’d like to send a notification if the stage = WON.  I’ve tried setting up a business event from both the service order screen and a GI screen with no luck. 

Here are the workflow stage settings:

My first attempt was using the Service Orders screen and WFStageID. The Workflow Stage does not have any values. I tried manually inputting WON or ‘WON’ for various conditions and the system erases anything I put in there upon saving the record. I also tried this without the first condition of equals CAL.

The second attempt was creating a business event from the service orders GI and using wFStageCD. There still weren’t any selectable values available for workflow stage, but I was able to manually input WON and save it. Upon testing this event did not trigger.

Has anyone else created an event from the workflow stage that could help?

Best answer by dcomerford

Create a new generic inquiry that only shows Service Orders where the Stage is Won then use this on your business event. Ensure you have the key fields on both tables on the Result grid of the GI.

On your business event set it to be based on Record inserted. This means when a service order goes to the Won stage it will the appear on the GI so triggering the business event.

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dcomerford
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  • February 14, 2024

Create a new generic inquiry that only shows Service Orders where the Stage is Won then use this on your business event. Ensure you have the key fields on both tables on the Result grid of the GI.

On your business event set it to be based on Record inserted. This means when a service order goes to the Won stage it will the appear on the GI so triggering the business event.


kevinpopeck
Jr Varsity II
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  • Jr Varsity II
  • 16 replies
  • February 14, 2024
dcomerford wrote:

Create a new generic inquiry that only shows Service Orders where the Stage is Won then use this on your business event. Ensure you have the key fields on both tables on the Result grid of the GI.

On your business event set it to be based on Record inserted. This means when a service order goes to the Won stage it will the appear on the GI so triggering the business event.

This worked perfectly. Thank you!


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