Raise an Event on an Account

Use the WorkFlow History tab to raise an event on an account.

To raise an event on an account

1. From the Window toolbar, click the Workflow History icon . The WorkFlow History tab appears.

2. Do one of the following:

• If you know the account number, in the Account # box, type the account number and then click the Go icon .

• To search for an account, do the following:

• 1. Click Search for Account. The Search - Search for Account window appears.

  2. Type search criteria into one or more boxes. For fewer results, provide more information. For more results, provide less information.

  3. Click Search. The results display on the Search Results tab.

  4. Double-click the account.

3. In the toolbar on the tab, click the Raise Event icon . The Select Event dialog box appears.

4. Click an event and then click Open.

5. On the WorkFlow History tab, click the Events Raised icon . The Events Raised page shows that the event is queued for processing.

6. To run the event, open the "C:\Program Files (x86)\Interactive Intellilgence\Interaction Collector\bin" folder and double-click WorkFlow.Engine. The WorkFlow Engine begins processing the queued event.

7. When processing completes, on the Events Raised page, the event shows the workflow that started the event. The Workflow page shows that the workflow completed.

Related Topics

Workflow History