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Event workflows

Trigger when items change​

Use event workflows to respond to data changes. An event workflow can be configured to trigger when an item of a specific design/interface is created, updated or deleted.

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If you're unable to create a workflow, your user account may lack the required permissions.

Create an event workflow​

To create an event workflow:

  1. Open the Workflows dashboard card, select Create workflow and choose Event.

  2. Fill in the following fields as needed, then select Next:

    • Design or interface * - choose the design/interface that will be monitored for changes. This acts as the top-level filter for the workflow. To further refine the scope, you can add Filter actions when building the workflow.

    • Collections - select the collection(s) that will be monitored for changes.

    • Listen on create - if enabled, the workflow will trigger when an item of the design/interface is created.

    • Listen on update - if enabled, the workflow will trigger when an item of the design/interface is updated.

    • Attribute - if Listen on update is enabled, you can restrict it to one or more of the item's attributes. Only the selected attributes will trigger the workflow if they're updated.

    • Listen on delete - if enabled, the workflow will trigger when an item of the design/interface is deleted.

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  3. Fill in the following fields as needed, then select Create to finish:

    • Title * - enter a distinct title that clearly identifies the workflow.

    • Failure notification user - nominate a user in your company project to be emailed if the workflow fails.

    • Days type - restrict the workflow to trigger only on working days, non-working days, or both (default).

    • Days exceptions - specify date ranges when the workflow shouldn't be triggered. You can exclude up to, and after, a certain date.

Build the workflow​

Once you've created your workflow, you can start to build the sequence of actions that you want it to perform.