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Triggers
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Asset creation
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Job Creation
Job Status Change
e.g. changed to Assigned, Completed, Cancelled, etc.
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Request creation
Request Status Change
i.e. changed to Submitted, Accepted and Rejected
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Started from the Action Menu
Asset Connector
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Operation
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Inputs
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Outputs
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Create Asset
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Asset Form details
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Asset / Asset Id
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Update Asset
Updates a value in the form data for this asset.
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Asset (already in the workflow)
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This article provides a comprehensive breakdown of all of the triggers, connectors, and flow control structures available within Workflow Studio. If you’re just getting started with Workflow Studio, consider checking out this article first: Workflow Studio.
Jump to a section on this page:
| Table of Contents | ||||||||||||||
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Triggers
 | Asset Created Asset Updated |
 | Job Created Job Updated Job Status Changed |
 | Request Created Request Updated Request Status Changed |
 | Manual Trigger |
Connectors
Asset Connector
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Operation | Description | Inputs | Outputs |
|---|---|---|---|
Create Asset | Create a new Asset | Asset Form & details | Asset Reference |
Update Asset | Update an existing Asset | Asset Reference & Form data | None |
Generate Link to Asset |
Generate a URL to an existing Asset | Asset |
URL
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Reference | URL | ||
Read Asset | Read the details of an existing Asset | Asset Reference | Asset Form & details |
Read Asset User Details | Read the details of users associated with an existing Asset | Asset Reference | Asset creator & last modifying user details |
Job Connector
Operation | Description | Inputs | Outputs |
|---|---|---|---|
Create |
Creates a job and workflow continues
Job Template details
Job | Create a new Job | Job Template & details | Job Reference | ||
Update Job Pre-Work Form Data | Update the Pre-Work Form data of an existing Job
| Job Reference & Form data | None | ||
Update Job Work Form Data | Update the Work Form data of an existing job
| Job Reference & Form data | None | ||
Read Job User Details | Read the details of users associated with an existing Job | Job Reference | Job creator, last modifying user, and checked in user (if checked in) details | ||
Generate Link to Job |
Generate a URL to |
an existing Job | Job |
Reference | URL |
Perform Job |
Create a |
new Job and pause the Workflow until the Job has been completed | Job Template & details | Job |
Reference |
Read Job |
Read the details of an existing Job | Job Reference | Job |
Generic Job Data
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User chooses the forms related to this job and then all the data from the forms are available.
This is a snapshot of the data as it is when the read is done.
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Request Connector
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Operation
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Inputs
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Outputs
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Create Request
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Request Form details
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Request / Request Id
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General Link to Request
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Request (already in the workflow)
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URL
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Read Request
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Request (already in the workflow)
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Generic Request Data
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User chooses the form related to this request and then all the data from the form is available.
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Accept Request
Reject Request
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Request (already in the workflow)
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None
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Update Request
Updates a value in the form data for this request.
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Request (already in the workflow)
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None
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Email Connector
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Form(s) & details | |||||
Cancel Job | Cancel an existing Job
| Job Reference & cancellation reason | None | ||
Pass Review | Pass the review of an existing Job, moving it to Completed
| Job Reference | None | ||
Fail Review | Fail the review of an existing Job, moving it back to Queued
| Job Reference | None | ||
Job Status Changed (Event) | Pause the Workflow until an existing Job has entered a specific Status | Job Reference & Job Status(es) | Job Reference & Status |
Request Connector
Operation | Description | Inputs | Outputs | ||
|---|---|---|---|---|---|
Create Request | Create a new Request | Request Form & details | Request Reference | ||
Read Request | Read the details of an existing Request | Request Reference | Request Form & details | ||
Read Request User Details | Read the details of users associated with an existing Request | Request Reference | Request creator, last modifying user, and ‘submitted on behalf of’ details | ||
Generate Link to Request | Generate a URL to an existing Request | Request Reference | URL | ||
Accept Request | Set the Status of an existing Request to Accepted
| Request Reference | None | ||
Reject Request | Set the Status of an existing Request to Rejected
| Request Reference | None | ||
Update Request | Update an existing Asset | Request Reference & Form data | None | ||
Request Status Changed (Event) | Pause the Workflow until an existing Request has entered a specific Status | Request Reference & Request Status(es) | Request Reference & Status |
Email Connector
This connector contains a task to send an email to a user in the Workspace. The email has fixed text in the title and the body but you can attach a URL. You can set up the text and the URL on the input tab. The URL link will appear as a button at the end of the text.
The Email connector does not support HTML content.
If you want to embed the details from an asset, job or request, use the {{stepid.fieldname}} notation. See Sample Workflow Date Time Comparisons workflow for an example.
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In addition to sending text information, you can optionally attach a URL to create an action button at the bottom of the email.
To include parameters in the Subject & Body of the email, you can use Handlebars syntax. For example: {{ request1234.form.controlA }} would be transformed into the text content of the control with ID ‘controlA’.
| Note |
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The Body does not currently support HTML formatting |
Inputs
One or more recipient email addresses (must be a Workspace member)
Subject line
Body text
Action button label (optional)
Action button link (optional)
 | To link to an Asset/Job/Request Link select Parameter from the Action Button Link dropdown A Generate Link Asset/Job/Request |
task must be further up in the |
Workflow for this to work. |
 | To link to a static URL select String from the Action Button Link dropdown. The URL will need to start with http://, https://, ftp:// |
or ftps://. http(s) is used for a regular web page and ftp(s) is used for an FTP server for file download. |
Flow Control Structures
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Parallel Branch
Split the workflow Workflow into 2 or more branches with each branch running at the same time. All branches must run and complete before the branches they come back to one point and then the workflow Workflow can continue.
This structure is useful for improving performance of large Workflows where multiple tasks can run simultaneously.
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Exclusive Branch
Split the workflow Workflow into 2 or more branches with only one branch being executed depending on a predefined condition. This is a decision point, equivalent to a ‘diamond’ shape in flow-chart syntax.
To test multiple conditions, you can nest another exclusive branch inside of an outer one.
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