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Creating a Step with an Event Placeholder

As part of a process, an Event Placeholder waits for an Event with a matching Sub-Type to be created before child step(s) can begin. This step holds the place for the Event to occur in a process. Any child step from an Event Placeholder step can reference the Event date in its due date and due date adjustment. For example, the screen shot below shows two steps that use Event Placeholder functionality. The Prepare for Onboarding Meeting task will be due five days prior to the meeting and the Send Meeting Followup task will be due the day after the meeting. These two tasks will be initiated when an event related to the process object record is created with the Onboarding Meeting sub type.

event-placeholder-examples.jpg

You can also have an entire process initiate when events are created. See Event Initiators for more information.

To create an Event Placeholder step:

  1. Navigate to the PCE - Definition where you desire to place this step.
  2. In the PCE - Steps section of the screen, click the New Event Placeholder button.
  3. Complete the fields:
    • PCE - Step Name - Enter the name for this step.
    • Step Type - Select Event Placeholder.
    • Event SubType(s) - Select the Event Sub Type to associate with this Step.

See Creating Event Sub Types to configure the sub types needed for your Event Placeholders.

4. Click Save.

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