- ContentsQuick LinksAccount Analysis landing page Accounting landing page AIM help AIM Receiver help Arrangements landing page Batch Processing landing page Custodian help Dashboard help Data Exchange landing page Dialer Campaigns landing page Exchange Manager help Invoices help Latitude help Letter Console help Letters landing page Link Console help List Builder help Portfolio Manager help Reporting Console help Reporting landing page Statistics Console help Vendor Payment Batch Wizard help WorkFlow Designer help Work Queues landing page
WorkFlow Designer Help
User-defined Events
User-defined events are queued based on the state of the account at a particular point in time. A user-defined event contains conditions that determine which accounts are eligible. At a specified frequency, the WorkFlow Engine processes the event for all accounts between the minimum age and the maximum age. The WorkFlow Engine adds accounts that meet the criteria to the event queue. The reoccurrence age specifies how many days must pass before that event queues again for an account that continues to meet the age requirements and fit the criteria.
You can also queue user-defined events manually through a sweep process in SQL, or from within a workflow.
Note: If you didn't specify any condition criteria for a user-defined event, the event never runs.