Create a Trigger
Triggers are set lines which carry out an action. A Trigger is an if/then situation that can be set automatically.
"If" an event takes place (e.g. status file changes, a certain date), "then" take action (e.g. send an e-mail, show a message, create a task).
Creating a new trigger
Go to "Maintenance"
Go to "Triggers"
Click "New"
Fill out the following fields:
Name: Name of the trigger
Active: Only the triggers on active will run
Description: Describe the trigger. Meant for you to clarify what the trigger does.
Notification to user: If a trigger runs because of the action of an user, the user will see a notification.
If event: choose the event for which the trigger will run, for example Birthday candidate in .. ' or Placement is made.
ps: Some events need an extra parameter.
Then action: Choose the action to follow the event, for example: Send an e-mail with template code .. orChange status job order in .. '.
ps: Some events need an extra parameter.Save the changes
Related articles
Create a trigger that uses email templates by choosing "then action" - "Choose e-mail template" and using the code of the desired template.
Create a trigger that uses task templates by choosing "then action" - "Choose task template" and using the code of the task template you have created earlier.
Always check if the trigger works, by causing the 'event' to happen. Check whether the required action actually occurs.
A second time the same event on one file does not activate the trigger, see the article trigger doesn't work.
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Keywords: UD-520