The event categories determine which object from which the event will occur. Workflow templates and associated event categories can be linked to the following objects:

Administrators will need to setup event triggers and corresponding workflow templates to activate event workflow for the category values, as shown in the next step.

Within the event categories are the category values, which determine what type of event will trigger the workflow. There are pre-created category values that you can use, or you can create your own. For our use case, we have created the Operating Effectiveness Review category value within the Event - Control category, as shown below.

Once you have set up the event categories and values, you must then setup the trigger to enable the event. This is completed in the calculated fields screen.

Triggers are established by creating a calculated field for the object where the event will occur, selecting Event as the field name, then creating a rule definition that will trigger the event according to the specified criteria.

For our use case, we have:

1. Created a calculated field for the Control object type and set the field to "Event".

   Note: See Add a New Calculated Field for more information in creating calculated fields.

2. Created a rule definition where the event will be triggered when the Management Operating Effectiveness field is changed to Effective/Ineffective, and chose the Operating Effectiveness Review category value (created in the previous step) as the event value.

   Note: For more information on creating rule definitions, see Configure a Calculated Field.

   

After you have created the event trigger, you must create a workflow template, link it to the event/category value and assign the role to the user.

Note: For more information, see Create a Workflow Template (Create a Workflow Template, http://www.).

In our use case, we have:

1. Created a workflow template called Control Review.
2. Within the template selected the Control object and assigned it to the Operating Effectiveness Review event value (created in the previous steps).
3. Assigned a review task to the Control Owner, which will be sent when the workflow template is deployed.

Result: When a user goes into a control form and updates the Operating Effectiveness field to Effective or Ineffective, the workflow template is triggered and a review task will be created for the Control Owner.