Add an internal event

An internal event serves as a trigger that the system can detect. You specify the conditions; when they occur, the system reacts to the trigger. For more information about events, see Events. The following procedure describes how to add an internal event to the system.

To add an internal event

  1. Select the Configure tab.
  2. Click Internal Event Triggers: Internal Event Triggers icon
  3. Click Add Internal Event: Add internal event icon. Then perform the following steps.

Set Properties

  1. Enter a name and description for the internal event. The name is limited to 20 characters. The description appears in the list of internal events.
  2. From the Aggregation list box, select the type of entity for which you want to create the internal event. The disposition action will affect only that entity type. For example, if you associate the disposition schedule with a record category but select record folder as the aggregation type, the disposition action will affect record folders within that category.
  3. Click Next to set the conditions.

Set Condition

Conditions define the triggering criteria for an internal event. You can define up to five conditions for a single entity.

  1. To select the appropriate set of conditions, click Change.
  2. From each property drop-down menu, select a property you want to test. You can remove a property by selecting the blank item at the top of the menu. When finished, click Accept Changes.
  3. For each property, select an operator and an associated value. As appropriate for each type of property, type values in text boxes, select values from drop-down menus, click links to navigate to objects in other dialog boxes, and select dates by clicking the calendar icon, which has tool tips to guide you. Any property with a blank value will not be used as a condition, with one exception. When the operator is IS NOT NULL, a value is not needed.
  4. Select one join type for all properties. Either they must all be true (AND) or any of them can be true (OR).
  5. Click Finish.