Events in WorkPoint

WorkPoint 365 builds on top of Microsoft SharePoint Online, and therefore on top of SharePoint functionality. One of the most important features of SharePoint is it's Event system. SharePoint events refer to specific occurrences or actions within a SharePoint environment that trigger predefined actions or workflows. These events are designed to respond to changes in SharePoint objects, such as lists, libraries, sites, or items, and allow you to automate processes and take appropriate actions based on those events.

Events in SharePoint are differentiated into two types: list events and site events. List events occur when changes are made to the contents or the data of the items in a specific list. Examples of this could be when a new item is added to the list, when an item is deleted from the list, or when the meta data in a field of one of the items in the list changes. Site events, on the other hand, are triggered when certain site-level actions occur, such as site creation, deletion, or modification.

Here are a couple of examples of item- and site level events:

List events:

• Item Added: Triggered when a new item is added to a list or library.
• Item Updated: Triggered when an existing item is modified or updated.
• Item Deleted: Triggered when an item is removed from a list or library.

Site events:

• Site Created: Triggered when a new SharePoint site is created.
• Site Deleted: Triggered when a SharePoint site is deleted.

WorkPoint 365 leverages SharePoint's event receiver framework to enable the automation of various business processes and workflows. It utilizes event receivers to capture and respond to events that occur within the SharePoint environment, such as changes to documents, list items, entity stage changes, or site-level activities. These events can trigger predefined actions, such as updating metadata, sending notifications, sending e-mails, launching a custom Microsoft Power Automate flow, and much more.

Previously, various WorkPoint actions could be set up to run using the Action Management feature. Using Action Management, the system is able to e.g., send an automatically generated e-mail when the system detected e.g., a new project had been created in the WorkPoint solution.

Action Management is being deprecated and superseded by the WorkPoint Automate feature, which is likewise able to pick up on events happening in the solution using event receivers, and allows for subsequent actions to be made.

To give another example, event receivers can play a crucial role in project management within WorkPoint 365. They can capture events such as project creation, updates, or milestones achieved. Based on these events, the WorkPoint system can trigger actions like updating project dashboards, notifying stakeholders, generating reports, or updating project status, all done automatically.