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WorkFlow Designer Help
System Events
WorkFlow designer comes with pre-defined events called "system events." You can modify the settings for system events or associate a workflow to them. However, you cannot create conditions for the events. Accounts qualify for system events through triggers in the Latitude database when specific activities occur on an account.
Note: To stop all workflows when a system event occurs, don't attach a workflow to, or delete a workflow from the event, and choose Stop all other work flows in the event configuration.
The WorkFlow Engine processes the following occurrences as system events. This list includes the occurrences in Latitude that trigger a system event.
|
System Event |
Latitude Trigger |
|
Account Closed |
Account queue level changes to 998. |
|
Account Returned |
Account queue level changes to 999. |
|
Bankruptcy |
User adds or updates a bankruptcy record that has a filed or discharged status and a valid bankruptcy chapter number. |
|
Care and Hardship Closed |
User changes the status of a care or hardship record to "closed." |
|
Care and Hardship Entered |
User adds a care or hardship record to an account. |
|
Care and Hardship Updated |
User updates a care or hardship record. |
|
Complaint Closed |
User changes the status of a complaint record to "closed." |
|
Complaint Entered |
User adds a complaint record. |
|
Complaint Updated |
User updates a complaint record. |
|
Deceased |
Deceased record contains a valid date of death. |
|
Dispute Closed |
User changes the status of a dispute record to "closed." |
|
Dispute Entered |
User adds a dispute record. |
|
Dispute Updated |
User updates a dispute record. |
|
First Contacted |
Total contacts on the account change from 0 to 1. |
|
Income and Expenses Updated |
User updates an income or expense record. |
|
New Business |
User or the system adds an account to the database. |
|
Payment Received |
Pay history record with a PU, PC, or PA payment type added. |
|
Payment Reversed |
Pay history record with a PUR, PCR, or PAR payment type added. |
|
Post-Date Check Entered |
Post-dated check added. |
|
Post-Date Credit Card Entered |
Post-dated credit card added. |
|
Promise Broken |
Master broken promise date changes. |
|
Promise Entered |
Promise record added. |
|
Status Changed |
Account status changed. |