The When to Start configuration is the first option to be configured in the Workflow Process. This field will establish what Data entry point or activity, will prompt the Process to check a whole set of qualifying criteria that might require a Workflow Action to be triggered.
The When to Start Options are:
- New or Updated Record (All Sources) – A new record is entered on the system, or data on the system has been updated via either the Self-Service Portal or the Windows Application
- New or Updated Record (Windows Application) – A new record is entered on the system, or data on the system has been updated via the Windows Application only
- New or Updated Record (External) – A new record is entered on the system, or data on the system has been updated via either the Self-Service Portal only
- Sub Process designates the Process as a sub-process that can be selected as a Response to an Action enabling complex Workflows to be configured
- Scheduled – This Workflow is either managed entirely by the scheduler or can be manually triggered by a user. The scheduler can be set with the Windows Task Scheduler to start at any time you choose.
- Never (not in use) – A method of switching off a single Workflow.
- Deleted Record – A record has been deleted from the database.