Difference between revisions of "Trigger a Workflow from a Custom Browser Script"

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To create a button that triggers a workflow:
 
To create a button that triggers a workflow:
  
Create a [[Custom Field Type: Read Only - System Variables|Read Only - System Variables]] Custom Field. In the '''Text/Link:''' section include the following:
+
Create a [[Custom Field Type: Read Only System Variables|Read Only System Variables]] Custom Field. In the '''Text/Link:''' section include the following:
 
  <input type="button" class=Button value="Button Label" onClick="_triggerwf('@eventid@',''workflowid'',26);"/>
 
  <input type="button" class=Button value="Button Label" onClick="_triggerwf('@eventid@',''workflowid'',26);"/>
  

Revision as of 10:31, 13 May 2010

Workflows can be triggered based on a value in a custom field on the object using a browser script. The workflow id is passed to the system from the script.


This procedure is for use within the UTA only.

Syntax

_triggerwf(objectid,workflowid,[entityid (l2 only)]);


You must first create the workflow. Once it has been created you need to find the workflow ID (wfid) as follows:

  • From the list view of Workflows right-click on the appropriate workflow and select Properties.
  • The URL/Address displayed will have the wfid:
http://youraddress.smartsimple.com/WFE2/wf_viewworkflow.jsp?wfid=98765

For the above example the workflow ID is 98765


In the browser script you would use triggerwf with the following syntax:
Level 1: _triggerwf('@opportunityid@',workflowid);

Example:
_triggerwf('@opportunityid@',98765);


Level 2: _triggerwf('@eventid@',workflowid,26);

Example:
_triggerwf('@eventid@',98765,26);

(26 is the objecttype for Level 2 activities, and will be the same for all Level 2 workflows)


NOTE: For workflows triggered by a Browser Script within a UTA you should set Trigger When to --Deactivate-- rather than selecting a Status.

Example

To create a button that triggers a workflow:

Create a Read Only – System Variables Custom Field. In the Text/Link: section include the following:

<input type="button" class=Button value="Button Label" onClick="_triggerwf('@eventid@',workflowid,26);"/>


See Also