Configure an alert for starting a workflow

A generated alert can start a workflow, so that the actions resulting from the alert are planned immediately.

Example: 

You have a workflow containing the tasks that the various people in the organisation have to perform if a new employee commences employment. You have linked the 'New employee' alert to this workflow. This alert is generated a number of days prior to the start of employment date and the associated workflow starts.

You can only use this functionality if workflows are covered by your licence. In the case of an alert on date you can record three texts, namely a text that is displayed before, during or after the event. Only the text during the event is used in the workflow.

Procedure

• Alert with workflow - add a workflow

  You add the workflow that you want to start via an alert.

• Alert with workflow - add an alert

  You add the alert you want to start the workflow.