Workflow events
Every workflow starts with an event: something that happens to a record, such as a request being created or an asset’s warranty date changing. You pick the events in the Events section of the workflow builder by clicking Add event. You can add more than one, and any one of them starts the workflow.
Events tell a workflow when to run. To narrow down which records it acts on, add conditions after the events. For example, you might start a workflow on Priority is updated, then add a condition so it only continues when the new priority is Urgent.
The events you can pick depend on the kind of record the workflow runs on.
Request events
These events are available for request workflows, including service requests and incidents.
Change events
These events are available for change workflows.
For an end-to-end example, see Automate your change lifecycle with event-driven workflows.
Asset events
These events are available for asset workflows. Besides the two record-level events, there are events for changes to individual asset attributes, including the ones below.
For example, a workflow that starts on Warranty expiration date is updated can check whether the new date falls within the next 30 days and open a service request to renew the warranty.
User events
These events are available for user workflows. They start a workflow when a person’s record in your directory is created or changes, for example when an HR system or identity provider syncs an update.
For example, a workflow that starts on Exit date is updated can kick off offboarding as soon as HR records a leaving date, well before the person’s last day.
Custom object events
Every custom object type gets its own set of events, built from its attributes:
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[Object] is created and [Object] is updated, for the record as a whole.
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[Attribute] is updated for each attribute on the object type.
For example, a Location object with Display name, Name, Location type, Time zone, Site Contact and Business hours attributes offers Location is created, Location is updated, Display name is updated, Name is updated, Location type is updated, Time zone is updated, Site Contact is updated and Business hours is updated. When you add an attribute to the object type, a matching event becomes available.
Schedules
Workflows can also run on a schedule instead of an event. See Scheduled workflows.
