Create a Simple Action/Event Automation Process

Use the Simple Action/Event Automation Process window (accessed from within the Automation Process Editor) to create a Simple Action/Event Automation Process.

To create a Simple Action/Event Process.

  1. Open the Automation Process Editor.
  2. Click the New button, and then select Simple Action/Event Process.
  3. Define general properties: Name, description, Business Object, execution priority, and event.
  4. Define record limitations: How to limit records, based on Query, Field, or Expression.
  5. Define an action: One-Step or Action to run when the event takes place.
© Copyright 2018 Cherwell Software, LLC. All rights reserved.