IQDoc
ITIQPro Docs Maintenance Connection Everywhere (MCe) · EAM/CMMS manuals
Create a basic Event and Action

How to create a basic Event and action?

Overview:

A simple guide showing how to set up an Event that automatically triggers an Action.

STEP 1: Go to events and actions

In the menu, you can either navigate to the Events and Actions tab in the system and then press the New button that the top,

Shows where New button in Event & Action module is

or you can in the menu just press the green circle with + to create a new Event and Action.

Shows UI for add button on menu for creating new event and action

STEP 2: Fill out basic info

Enter the ID and Name for the event/action. Those fields are mandatory. In most systems, the ID or Name will have been hidden by your administrators. the {% newid %} you see there is a code to auto generate the ID.

Shows ID and Name that is based on user preference.

STEP 3: Add to event workflow

Open the Workflow tab.

Shows workflow tab.

Click this + button.

Shows + button.

Choose and add a trigger based on your preferences.

Shows specific trigger tab. Shows action tab.

Note: This is just a sample.

STEP 4: Configure the Schedule

To follow along with our example, click the Schedule Trigger.

Shows specific trigger tab.

Enter a descriptive name. Comment is optional.

Shows trigger properties.

Under Schedule, set Every to Day. Select a time for the trigger to run. Example 3:00 PM. Set Missed Schedule to Fire Immediately. Then click Save.

Shows trigger properties.

STEP 4: Add a logger action

Expand the Utility Category.

Shows a specific action tab.

Drag a Logger action onto the workflow canvas. Then click in positions 1 then 2 to join the schedule to the logger, the dotted line with the arrow pointing at the Logger should show that you have it connected in the desired way.

Shows where to click to join the schedule to the logger

Click the Pencil Icon to edit the Logger details.

Shows where to click to edit the details.

Enter a message based on your preference. Example: Schedule trigger executed successfully.

Shows the logger properties.

STEP 5: Add a Finish Action

Expand the utility category again and drag a Finish action onto the workflow canvas. The finish action marks the end of the workflow.

Shows the finish action.

STEP 6: Save and Enable the Workflow

Ensure the event and action is enabled.

Shows enable tab.

STEP 7: Test the Workflow

  1. Wait for the scheduled time to occur.
  2. Open the Event & Action logs.
  3. Verify that the Logger action executed successfully.
  4. Confirm that the message appears in the workflow log.

Expected Result

When the scheduled time is reached, the workflow automatically runs and records the following message in the log:

Triggered by: Daily Test Schedule

State: Completed

This confirms that the Schedule trigger and Logger action are configured correctly.

Shows history section.