Wait/Raise Event
The Raise Event and Wait Event provides the ability to create a workflow with a step that waits for another step in another workflow to complete.
For example, a Corporation Tax workflow can have a step that waits for a step from an Accounts Production workflow to finalise. In this case, the Accounts Production workflow has a Wait Event step and the Corporation Tax workflow has the Raise Event step.
Wait Event
The Wait Event is the step that waits for a Raise Event step from another workflow to complete. Once the Raise Event step is completed, the Wait Event step will be automatically completed.
To set the Step Properties:
- Enter the Name of the Wait Event (As a result, the Name of the Wait Event will be automatically displayed in the Event Name section).
- Select the next step from As a result jump to.
Raise Event
Provides the ability to start a Wait Event step from a different workflow. In the Step Properties Panel section all the available workflows that have Wait Event activities are displayed.
In the example below, the ‘Wait for Accounts to finalise’ step from a Corporation Tax workflow waits until the ‘Final Accounts Signed’ Raise Event step from an Accounts Production workflow is completed.
To set the Step Properties:
- Enter the Name of the Raise Event.
- From the Workflow Name drop down option, select the workflow that contains the Wait Event.
- From the Event Name drop down list, select a Wait Event step.
- Select the next step from As a result jump to.
The following validation rules are applied when using the Raise and Wait Event activities:
| Workflow Subjects that contain the Raise and Wait Events | Validation Rule for the Wait Event to complete |
| Client/Contact – Accounts Production | If Client Year End is equal to Accounting Period End Date |
| Client/Contact – Personal Tax | If Client Year End is equal to Tax Return End Date |
| Client/Contact – Corporation Tax | If Client Year End is equal to Period of Account End Date |
| Accounts Production – Corporation Tax | If Accounting Period End Date is equal to Period Of Account End Date |
| Accounts Production – Personal Tax | If Accounting Period End Date is between Tax Return Start Date and Tax Return End Date |