Creating System Events - Unity Forms - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Standard - Premier - Standard

Unity Forms
Platform
OnBase
Product
Unity Forms
Release
Foundation 24.1
License
Premier
Standard

To create a system event:

  1. In the Workflow tab of the Repositories pane, right-click and select New | System Event. The Create Workflow System Event dialog box is displayed.
  2. Enter the name of the event in the Event Name field.
  3. Select an Event Source. Select Unity Form. This is where the event will originate from.
  4. Select Unity Form Saved from the Event Category drop-down list.
  5. Click OK.
  6. In the Properties pane, within the General tab, you can set the event Break On option and configure Workflow property mapping. See Creating System Events for more information on these settings.
  7. Select the Document Types tab.
  8. Click Add.
  9. Select the Unity Form Document Type(s) you want associated with this System Event.
  10. Click OK.
  11. Select the Documentation tab.
  12. Enter an Overview and a Description for the System Event.
  13. Once you have created the System Event, configure the appropriate actions and rules.
    CAUTION:

    When configuring this system event, ensure that you do not configure an infinite loop. Test your configuration in your test system before implementing this in your production system.