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.

Note

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:

Open the Workflows dashboard card and select Create workflow.
In the dashboard panel, choose Event.
Fill in the following fields as needed and 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.
Fill in the following fields as needed and then select Create to finish:
- Title * - enter a distinct title that clearly identifies the workflow.
- Failure notification user - nominate a user in your company database 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.