Step Events are set up on at individual steps and are based on the status of the step. To add a Process level event:

Navigate to the Processes list
Select the Name of the process you wish to edit
Select the ellipses next to the step name
Select Edit
Configure the event

Send an Email

The Send an Email step event will send an email when the step has been declined.

In the step event section:

Select Send an Email in the Are there events that should happen field
Select who the email should go to (you can select multiple recipients. Each recipient will receive their own copy of the email)
Select the email template (this is the email you want to send)
Select when the email should send in the When process is... field
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 step event section:

Select Set a Milestone in the Are there events that should happen field
Enter the Milestone reference name
- This the description that was added when configuring the webhook via Click Boarding's API
Select when the milestone should send in the When process is... field
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.

Select Process Action in the Are there events that should happen field
Select the Action
Select when the Process Action should occur in the When process is... field
Select Add

Initiate Screening

Select Initiate Screening in the Are there events that should happen field
Select the Screening Provider
Select the Package Name
Select Add

Video Resource:

Adding a Step Event