WorkPoint Automate - When an item is created

Article last updated on the 9th of January, 2023.

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

The "When an item is created" trigger will execute the subsequent steps in the process once an an item is added to a monitored list on an entity in the specified business module.

An item could be e.g. a document, a risk, or a task.

An example of use could be inform a project team via e-mail when a new task is added to the task list of a project they are working on.

When adding the "When an item is created" trigger, you should see the following:

Configuration of the "When an item is created" trigger is split in two tabs; the Options tab with settings for which location to monitor, and the Conditions tab to set up conditions.

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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