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Define a Wait for Time or Event for an Automation Process Visual Workflow Process

Use the Events section of the Automation Process Visual Workflow Process Designer to define a wait for time or event, which includes the steps that wait for a defined time or event (whichever occurs first) before the process continues to the next step.

To define Automation Process Visual Workflow Process Event options:

  1. Open the Automation Process Visual Workflow Process Designer.
  2. Drag the Wait for Time or Event icon Wait For Time Or Event Icon onto the Designer Board.
    The Wait for Event - Event page opens in the Current Step Details section of the designer.
  3. From the Wait from drop-down list, select the amount of time that the Automation Process should wait before watching for the process trigger.
  4. Select an event to use to activate the Automation Process.
    Event Type Description
    <Business Object> Created The Automation Process will begin when a <Business Object> is created.
    <Business Object> Changed
    • Any Change: The Automation Process will begin if any change is made to the <Business Object>.
      Note: Events that trigger based on any change made to Business Objects can greatly impact system performance. For best results, use the Field Changed option rather than the Any Change option.
    • Field Changed: The Automation Process will begin if the selected field is altered. You can choose define if the Automation Process should operate when any change is made to the field, if the field changes to a value, if the field changes from a value, or is the field changes from one value to another.
    <Business Object> Created or Changed The Automation Process will begin when a <Business Object> is created or changed.
    <Business Object> Closed The Automation Process will begin when a <Business Object> is closed.
    <Business Object> Reopened The Automation Process will begin when a <Business Object> is reopened.
    Related Child Event

    Select the relationship, and then select the type of change that will trigger the Automation Process to operate:

    • <Business Object> Added

      For relationships that use direct links, events are created when the parent Business Object is saved.

      For relationships that use join tables, events are created when each link is saved.

      For one-to-many relationships, you can select the First <Business Object> Only check box to trigger the event for only for the first Business Object child created for the relationship.

      Trigger event only for first child Business Object added
    • <Business Object> Record Modified
    • <Business Object> Record Field Change

      You can define if the Automation Process should operate when any change is made to a specified field, if the field changes to a value, if the field changes from a value, or if the field changes from one value to another.

      Also, the event will only fire if the Business Object is modified while working on the parent. For example, if you edit an Approval in the arrangement below a Change Request, the event will fire, but if you edit the Approval by alone it will not). If you encounter either scenario, then a direct event associated with an Approval should be created.

    Queue Event
    • Queue Event: Select the type of queue event that will trigger the Automation Process to operate (Record Added to Queue or Record Removed from Queue).
    • Which Queue: Select the type of queue that should be considered (Any Queue, User Queue, Team Queue, or Specific Queue).
  5. Select the Time Limit page in the left pane of the Current Step Details section to define a time limit for the step.
    If you select any option in this section other than No Time Limit, the Wait for Event step will change to Wait for Time or Event and a new Wait for Time branch will appear on the Designer Board.
    • Wait for Time: Step that waits for a defined amount of time before the process continues to the next step.
      • Wait from: Select the action that triggers the process to begin waiting for the event.
      • How Long: Select how long the step should wait until continuing to the next step:
        • Specific Time: Select the amount of time (number of days, hours, minutes quarters, weeks, years) to use for the calculation. You can also define this option based on a specified time before or after a calendar item.
        • Field Based: Select a Calendar or SLA field to use for the calculation. If you select an SLA field, you also have the option to define the time increment (days, weeks,) and/or the specific time before or after another calendar item
        • SLA Based: Select a defined SLA to use for the calculation.
        • No Time Limit. (Default)
  6. Select OK.

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