Triggering Workflows from Events on the Platform

RH 2024-08-02

Introduction

The Business Process Designer role provides the ability to design, configure, simulate and deploy business processes. Users assigned to these processes can start them as needed to accomplish their work, however, there are situations where a process is automatically launched or “triggered” by an event that occurs on the platform.

Examples of such events created in the 3DSWYM app (post, wiki…)
-    Execution of a task in a project
-    Maturity change in a Change Action
-    New Issue creation

Here is the list of the current events on the platform that can initiate/trigger a business process:

Where (app)	Event that triggers a business process
Change Execution	Creation of a Change Action Maturity change of a Change Action
Project Management	Maturity change of a Task
Document Management	Creation of a Document Maturity change of a Document
Issue Management	Creation of an Issue
3DSWYM	Creation of a Post Creation of a Question Creation of Media Creation of a Wiki page Creation of an Idea Change in Status of an Idea

Example

Where (app): collaborative Task
Event that triggers a business process: Task maturity change
Meaning: when a task (such as “hiring”) is in maturity state “In Work” (meaning “started”), then a new process (such as “review employment contract”) begins

An example of such a business process:

Here is video that show an example of how we could start this process from a project plan: