How do I connect the workflow to an event?

An Object Workflow doesn't automatically attach itself to your events. To associate a workflow to the specific approval submission end users, you need Event Action records for your specific Event Configuration that reference the workflow. These records display as buttons within the event’s All Actions menu and enable initiating the appropriate Object Workflow.

For a complete approval setup, you'll typically create two Event Action records:

The Submit for Approval Action

This action is what event organizers select to initiate the approval process. The Event Action should have the following properties:

• button_name__v – Select Submit for Approval
• vault_workflow__v – Select the Object Workflow you built and associated with the event lifecycle
• ending_status__v – Select Vault Workflow. This tells the system that the workflow controls the event's status, not the action itself
• action_type__v – Select Submit for Approval
• entry_criteria_not_met_message__v – Select or create the appropriate message__v record that should display if the event doesn't meet the workflow's entry criteria. The record's name must contain only alphanumeric and underscore characters.

The Recall Approval Request action

This action lets event organizers cancel an in-progress approval, triggering the Cancellation Action you configured in the workflow. Populate the following fields:

• button_name__v – Enter an appropriate label, for example, Recall Approval Request
• action_type__v – Select Recall Approval Request
• ending_status__v – Select Vault Workflow. This tells the system that the workflow controls the event's status, not the action itself