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Modify a User-defined Event

Use the [Event Name] tab to modify a user-defined event.

To modify a user-defined event

  1. Do one of the following:

  • To open the Event Configuration tab from the menu, from the Window menu, click Event Configuration.

  • To open the Event Configuration tab from the Window toolbar, click the Event Configuration icon Show Event Configuration icon.

The Event Configuration tab appears.

Event Configuration tab

  1. In the Events pane, click the user-defined event name (which appears in blue). The [Event Name] tab appears.

User-defined event

  1. Modify the information as necessary. For more information about modifying conditions, see Modify a User-defined Condition.

  2. In the toolbar of the WorkFlow Designer window, click Save.  

  3. Click the X to close the event tab.

  4. In the Events pane, modify the information as necessary.

Delete event configuration example

Work Flow: Workflow assigned to an account when it meets event conditions.

Delay: Time between the occurrence of the event's eligibility and its placement into the event queue (wait time between eligibility and queue placement).

Action: Action to process on an account in this workflow that is running in another workflow.

Priority: Determines how often Workflow Designer processes accounts that are eligible for the event in comparison to other events.

Reentrance: Action to process on an account that is already running within this same workflow.

  1. Complete the information and then, in the toolbar of the WorkFlow Designer window, click Save.

Related Topics

User-defined Events