Linking the Complex Process Flow to an Entity

In this step of the Complex Process Flow tutorial, Event Handlers are used to link process flows to entities or applications. As discussed in the first example in this tutorial, it is important to determine the appropriate event to use for any configuration of a service's functionality.

For the business case used in this part of the tutorial, we know that whenever a new Persons record is created for a person who is not associated with a company, a new Orders record is created and an email is sent. Once again, we make the assumption that this functionality should run only after the record has been saved in the database. Based on this assumption, the process flow must be linked to the AfterRecordCreated event on the Persons entity.

Perform the following steps to set up the event handler:

1. Select the Process Pipeline Administration application to load its dashboard.
2. In the Event Handler Management area, select Entities as the Event Scope.
3. Enter Persons in the Entity field. Upon tabbing out of the field, the grid below displays with a list of all other Event Handlers attached to the Persons entity, if any.
   
   
4. Click Add Event. The Event Handler form now displays.
5. In the Event field, enter AfterRecordCreated.
6. In the Process Flow field, enter the XY Send Product Literature process flow.
   • Once the Process Flow field is filled, the Input Map tab populates with a list of records inherited from the input properties defined on the process flow selected.
     
     
7. Follow the information listed below to configure each Input Map.

   • Each row may be configured directly in the grid, or by double-clicking on the row or clicking the ellipsis (...) button in the Source field to display an Edit Mapping dialog box.
     
     

     Input Property	Source Type	Source
     To	Static Value	<<your email address>>
     Subject	Static Value	Product Literature Sent
     TextBody	Static Value	Product literature has been sent to <%FirstName%> <%LastName%>. Please follow up once literature has been received.
     PersonID	Entity Field	ID
     EmployeeID	Entity Field	MainAccountManager[For the sake of simplicity, this example uses the Person's Account Manager as the Employee]
     ProductList	Static Value	<<ID of the product you created>>

     
     

8. Click OK to save the record.
9. Close the Aptify application and restart before continuing.