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Automated Events- Change Workflow

Last Updated: 2022/05/11

The Change Workflow automated event automatically changes the workflow. The workflow change will trigger once specific requirements that you set are met.


Adding a Change Workflow Automated Event

1
Click the Automated Events tab on the Status to which you want the workflow to change.
2
Drag and drop the Change Workflow automated event into the blank space on the right.

Change Workflow
Select the Workflow you want to change to from the Workflow dropdown box.
Check the Business Hours Only? checkbox if you want the Document to only generate during business hours.
Determine the time the event will trigger using the Time boxes.
Check the Fire Event based on question answered? box if you want a question(s) to trigger the Workflow change. Checking this box will then display fields for you to add any questions and specify any answers.
In the Time Type box choose rules about when the Workflow will change:
  • After Status Change/Questions Matched: Based on the amount of time in this status/after questions matched.
  • After Task Created: Based on the date the task was created.
  • After/Before Question: Based on date and date/time questions.
Choose a Date/Datetime Question, if you selected After/Before Question as the Time Type. Note: this question must have the question type date or datetime to appear as a Date/Datetime Question option in the dropdown.
If the Workflow should only change after coming from a specific status, enter this status in the Only Fire After Status box.
Check the Is One Time? checkbox if you do not want the Workflow to change more than once, even if it is placed back into this status again.
Check the Should this event trigger when created as a child task? checkbox if you want the Workflow to change when the workflow is created as a child task.
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