Custom Actions
Events can be triggered when users perform certain actions. We currently have 3 events that fire - Login, Document Upload, E-form Save.
Login Actions
When a user logs into a portal that is configured with this event then that sequence of events is executed. The following variables are available for use in workflow:
- LastPortalName - The descriptive name of the portal
- LastPortalID - The ID of the portal
- LastPortalGUID - The unique GUID of the portal
- LastPortalLogin - The email address of the person who logged in
- LastPortalLoginTime - The date/time of the login
- LastPortalLoginTimeUTC - The UTC date/time of the login
Document Upload Actions
When a user uploads a document into a portal that is configured with this event then that sequence of events is executed. The following variables are available for use in workflow:
- LastPortalName - The descriptive name of the portal
- LastPortalID - The ID of the portal
- LastPortalGUID - The unique GUID of the portal
- LastPortalDocumentCat - Category of the uploaded document
- LastPortalDocumentSubCat - SubCategory of the uploaded document
- LastPortalDocumentName - Name of the uploaded document
- LastPortalDocumentID - ID of the uploaded document
- LastPortalDocumentTime - The date/time of the upload
- LastPortalDocumentTimeUTC - The UTC date/time of the upload
E-form Complete Actions
When a user saves an E-form into a portal that is configured with this event then that sequence of events is executed. The following variables are available for use in workflow:
- LastPortalName - The descriptive name of the portal
- LastPortalID - The ID of the portal
- LastPortalGUID - The unique GUID of the portal
- LastPortalEform - The name of the E-form that was saved
- LastPortalEformID - The ID of the E-form that was saved
- LastPortalEformCat - Category of the uploaded document
- LastPortalEformSubCat - SubCategory of the uploaded document
- LastPortalEformName - Name of the uploaded document
- LastPortalEformTime - The date/time of the save
- LastPortalEformTimeUTC - The UTC date/time of the save