WorkPoint Automate - When an item is published

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 published" trigger will execute the subsequent steps in the process when an item in a monitored list on an entity in the specified business module is approved using SharePoint's versioning feature.

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

SharePoint's versioning feature can be enabled on lists and libraries. You can read more about SharePoint versioning for lists and libraries in this article. (external link).

An example of use could be inform a project team when an updated version of a document is approved, e.g. a procedure for handling risks.

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

Configuration of the "When an item is published" 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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