Set a data change workflow trigger

1. You can access HR from the top hand menu.

    

2. Select Process Catalogue.

3. From Actions select Edit for the workflow you want to set triggers for.

4. Select Set Trigger Events.

5. Select Data.

6. Select the Event that will trigger the workflow.

   Event	Description
   Adding a record	Select this option if you want the workflow process to start when a user adds a new record to any list screen
   Updating a record	Select this option if you want the workflow process to start when a user updates any existing record. For example, updating home address details could trigger the start of a workflow process to inform payroll of the changes
   Adding or Updating a record	Select this option if you want the workflow process to start when a user adds or updates a record
   Deleting a record	Select this option if you want the workflow process to start when a user deletes a record from any list view screen

7. From Page, select the screen (page) where the selected event will trigger the workflow process.

For screens that are updated by requests, the workflow process is only triggered to start when a request is accepted.

8. If required, use Rulesto add criteria to the trigger; e.g. to only start an absence process if the absence category is Sick.

You can only add rules from one page at a time.
If you want to apply more than one rule to a process, use groups.

9. From the Rules menus select the field you want to add the rule to, and the conditions that apply.

Condition	Description
Is	Only starts the process if the record includes the matching criteria (for example, a process that only starts if the Leaver flag is set to Yes)
Is Not	Only starts the workflow process if the record does not include the criteria (for example, if the leaver reason is not Dismissed)

8. Select the group of employees that the workflow process will run for.

9. If required, select Show a Workflow control on the data change page.

10. Select Save.