Creating InsightPub Workflows

This topic only applies to the publisher for Microsoft Dynamics CRM 4.x.

Workflows let you use events to trigger actions. Each event to be published must have its own InsightPub workflow, whose name must always begin with one of the following:

InsightPub — Identifies workflows that are triggered by events, such as create, update, delete, and can include state changes.
InsightPub workflows should not contain any steps.
InsightPubSetState — Identifies workflows that are triggered specifically by state changes.

Warning: Only workflow names beginning with these prefixes are recognized by the Scribe Publisher.

To Create A Workflow

In Dynamics CRM 4.x create a workflow process.
- Be sure your workflow name begins with InsightPub or InsightPubSetState.
- TIBCO recommends choosing the entity name that matches the object you are publishing. For example, InsightPubAccount or InsightPubSetStateAccount.
On the Information page, from the Scope list, select Organization.
This enables changes from anywhere within your organization to start the workflow. To limit the changes that can start the workflow, specify any other scope.
Specify the Start when events for your workflow:
- InsightPub
  - Record is created — Publish INSERTS.
  - Record fields change — Publish UPDATES.
    - Click Select to specify which fields must change to start the workflow.
    - Some combinations of Record attribute changes and other Start when choices produce duplicate messages. See Choosing Attribute Change Combinations.
  - Record is deleted — Publish DELETES.
- InsightPubSetState
  - Record status changes — Publish all status changes.
Save and close the workflow.

Note: To stop polling, stop the BridgeServer service. Pausing the publisher does not stop polling.

Start events are sometimes referred to as "activation parameters."

Next step