Document Triggers
Create a Trigger
Click Add New.
Trigger Name
Give your Trigger a Name.
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