Adding a Process Event

Process Events are set up on the process and are driven by due dates within the process. To add a Process level event:

1. Navigate to the Processes list
2. Select the Name of the process you wish to edit
3. Select the ellipses next to the process flow name
4. Select Edit
5. Configure the event

Send an Email

The Send an Email process event will let you send emails based on the status of the process flow.

In the process event section:

1. Select Send an Email in the Are there events that should happen field
2. Select who the email should go to (you can select multiple recipients. Each recipient will receive their own copy of the email)
3. Select the email template (this is the email you want to send)
4. Select when the email should send in the When process is... field
5. Enter the After Days value
   • A negative number of days is number of days before the condition is met. For example, -1 would be one day before
   • 0 is the day the condition is met
   • A positive number of days is the number of days after the condition is met. For example, 1 would be 1 day after
   • If Activity Declined was selected in for When process is... no days are required
6. Select Add

Set a Milestone

Milestones trigger a webhook notification to a client’s “listener” URL. The milestone settings have no other use or impact on the front end of the product.

In the process event section:

1. Select Set a Milestone in the Are there events that should happen field
2. Enter the Milestone reference name
   • This the description that was added when configuring the webhook via Click Boarding's API
3. Select when the milestone should send in the When process is... field
4. Enter the After Days value
   • A negative number of days is number of days before the condition is met. For example, -1 would be one day before
   • 0 is the day the condition is met
   • A positive number of days is the number of days after the condition is met. For example, 1 would be 1 day after
   • If Activity Declined was selected in for When process is... no days are required
5. Select Add

Process Action

Process Actions are triggers that tell Click Boarding to do something, such as export employee forms, export data, or send a text message.

1. Select Process Action in the Are there events that should happen field
2. Select the Action
3. Select when the Process Action should occur in the When process is... field
4. Enter the After Days value
   • A negative number of days is number of days before the condition is met. For example, -1 would be one day before
   • 0 is the day the condition is met
   • A positive number of days is the number of days after the condition is met. For example, 1 would be 1 day after
   • If Activity Declined was selected in for When process is... no days are required
5. Select Add

Examples of Logical Statements and Timing

When process is...	After	Timing
Overdue	-1	1 day before the due date
Overdue	0	On the due date
Overdue	1	1 day after the due date
Employee Overdue	-3	3 days before the employee due
Employee Overdue	0	On the employee due date
Employee Overdue	2	2 days after the employee due date

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