Workflow Trigger
| Trigger | When it is executed |
|---|---|
| On first save | Execute when a record is created |
| On every save | Execute every time a record is modified (From the User or the Webservice) |
| Start manually | Don’t execute this workflow automatically. You could execute this workflow only manually from sidebar or from other Workflows |
| start with email sending | Execute every time a mail is stored for a record (Regardless if you send or the MailScanner connect) |
| start on new comment | Execute every time a comment is created for a record You get the Content of the Comment in $env[“commentcontent”] and the UserId from the Author in $env[“assigned_user_id”] |
| import Process | Will not started automatically or manually. Needs to be set for Import Workflows |
| Reference to Record was set | Execute this workflow if a record was referenced in another record |
| before record is deleted | Will be executed, before a Record is deleted. You MUST redirect the User to another URL after the workflow |
| Triggered in Edit-/CreateView | Will be executed during Edit or Create Process of a record. Could be used for background checks of values, user enter |
Document was added
This Trigger allows you to execute a Workflow, after a new Document was uploaded related to a record of the main module.
For example if you create such Workflow in “Projects” Module, you are able to do something, if a document was uploaded related to a record in Project module.
(Create comments, etc.)
You are able to get all fields from uploaded Document in the Environment Variable. All values are stored below of $env[“documents”].
So if you want to get the filename, choose $env[“documents”][“filename”]
Some available values:
$env["documents"]["filename"]
$env["documents"]["notes_title"]
$env["documents"]["folderid"]
$env["documents"]["notecontent"]
$env["documents"]["notes_title"]
$env["documents"]["folderid"]
$env["documents"]["notecontent"]