WorkPoint Automate - When an entity is updated

Article last updated on the 11th of April, 2023.

Note that running system processes requires an active connection. You can set up a connection in the Process Builder.

The "When an entity is updated" trigger will execute the subsequent steps in the process once the meta data of an entity in the monitored business module list is updated.

An example of use could be on a project management solution where the Projects business module list shows the number of open tasks for each project. This information is aggregated to the list from each project site. When a project reaches 0 open tasks, an e-mail is sent to the project manager, letting them know that the project is ready for the next stage.

When adding the "When an entity is updated" trigger, you should see the following:


Title Type Required Description
Title String Yes The title of this trigger. This title is displayed only in the process builder and when inspecting instances of this process.
Business module String Yes The business module which you want to monitor for entity meta data updates.
Trigger status Boolean Yes The status of this specific trigger. Can be used to temporarily disable a trigger, e.g., for debugging purposes.

You can find more general information about triggers in this article.

You can read more about trigger options in this article, and more about condition options in this article.

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