Configuring Rule Triggers
Learn how to set the trigger for a rule, which defines the event that causes the rule to run.
What is a Rule Trigger?
The trigger is the event that initiates a rule. After the trigger event occurs on a source record, the system will then check the rule's conditions to see if its actions should be executed.
How to Configure a Trigger
From the Rule Editor, click the EDIT TRIGGER button at the bottom of the window.
This will open the Edit Trigger modal, where you can select the event that will fire the rule.
Available Triggering Events
There are two types of events you can choose from:
- Record progressed in Workflow: The rule will trigger only when the source record is moved from one workflow step to another (e.g., from 'Open' to 'In Review'). This is ideal for automating processes that depend on a record reaching a certain stage in its lifecycle.
- Record data changed: The rule will trigger whenever the source record is saved. This includes both the creation of a new record and any subsequent updates to its data. This is a more general-purpose trigger for rules that need to react to any data modification.
Select the desired event and click OK to save the trigger configuration.
Version: 1
Creating a New Rule: Defining the Details
Understand how to create a new rule and configure its core details, which determine the primary action the rule will perform on records.
Configuring Rule Conditions
Learn how to set conditions for a rule. Conditions act as a filter, ensuring the rule's actions only execute when specific criteria are met.