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Document Triggers

Document Triggers

Create a Trigger

Click Add New.

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Trigger Name

Give your Trigger a Name.

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When This Happens....

Choose Form Type

Choose one or multiple form types that you want this trigger to apply to.

Choose Trigger Action

Choose when you want the trigger to happen.

Definitions

  • Created = A new form is created. (Draft or Issued).

  • Status Changed = An existing form’s status is changed.

  • Created or Status Changed = refer to Created and Status changed above.

  • Commented On = Adding a text based response to the form, which will show up under the comments section.

  • Created or Commented On = refer to Created and Commented On above.

  • Updated = Form Revision, Addressing, Status, User Field, Due Date, Title etc is changed, or the form is Commented on, or an Attachment is added.

  • Created or Updated = refer Created and Updated above.

  • Based on User Field Change = When a user field is changed.

Applies to all places that support triggers

  • Modern Forms

    • Create

    • Respond

    • Quick Reply

  • Classic Forms

    • Create

    • Respond

    • Quick Reply

  • Inline Edit Saved Search

  • Import Utilities

Based on Status 

For the following Trigger Actions choose what status the form has to be in for the trigger to occur.  

  • Created.

  • Status Changed.

  • Created or Status Changed.

  • Commented On.

  • Created or Commented On.

  • Updated.

  • Created or Updated.

Action Performed By

Leave this blank if anyone can perform this trigger or add users that can perform this trigger

Based on User Field Change

Choosing based on a User Field Change will give you the following extra criteria to comple