Overview

Users can add context to an Object using the Pull Data Values option on the Type dropdown menu on the Edit Trigger pop-up within a Workflow Trigger, using a relationship or reference.

User Account Requirements

The user account you use to log into Resolver must have Administrator permission to create the Workflow Trigger.

Related Information/Setup

Please see the Transition category for more information on Actions on Workflow Trigger Transition.

Navigation

1. From the Home screen, click on the Administration icon.

Administration Icon

2. From the Admin Overview screen, click on the Object Types tile under the Data Model section.

Dashboard Data Sets Tile

3. From the Admin Object Types screen, enter an Object Type Name in the Search field to narrow the search results and click on an Object Type.

Object Type

4. From the Edit Object screen, click the Configure Workflow button on the Workflow section.

Configure Workflow Button

5. If multiple Workflows are set up for the Object Type, click the desired Workflow from the list.

Multiple Workflows

6. From the Edit Workflow screen, click on a Trigger link under a State.

+Add Trigger Link

Creating a Workflow Trigger to Pull Data Values by Reference

1. From the Edit Trigger pop-up, click the Edit Transition icon.

Edit Transition Icon

2. Scroll to the Action section.

Action Section

3. Click the + Add Action button.

+ Add Action Button

4. From the Action section, select the Pull Data Values from the Type dropdown menu.

Pull Data Values 

5. Enter a name for the transitions in the Name field.

Name Field

6. Select a Reference from the Object Types dropdown menu.

Select a Reference

7. Select a Relationship from the Data dropdown menu.

Select a Relationship

8. Click the Create button to add the Action to the Workflow Trigger.

New Action