New Triggers System

This article includes the following topics:

• Triggers Overview page
• Adding a Trigger Group
• Creating a Trigger
• Editing a Trigger
• Viewing the Trigger Activity Log

Triggers Overview page

The triggers overview page (Admin tab > Settings > Triggers) provides an at-a-glance view of all the existing triggers (active and inactive), the groups they belong to, and the ability to search and filter by the trigger name, description, group, etc. By clicking on the right arrow icon next to the trigger name, you can expand the details.

Above the list of triggers, there are three (3) menus containing the following information based on the triggers that have been created for advanced filtering:

• All Events - list of all the trigger events 
• All Actions - list of all the trigger actions
• All Status - select whether to include Active, Inactive, or both types of triggers

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Adding a Trigger Group

NOTE
Trigger Groups are optional.

1. Go to the Admin tab, click Settings from the Navigation Bar, and then click Triggers.
2. In the left panel, click New Trigger Group.
3. Type a name for the Trigger Group in the Enter New Trigger Group Name window > click OK.
   The new group name should appear in the Group Name panel.

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Creating a Trigger

1. Go to the Calendar tab > click Tasks > scroll down the bottom left of the page and click "Task Triggers". Continue to step #3 below.
   OR
2. Go to the Admin tab > click Settings > click Triggers.
3. Click the Create a New Trigger button.
4. The Create a New Trigger window opens.
   
5. Do the following:
   • Type a name for the trigger in the Name field.
   • Type a description for the trigger in the Description field.
   • If desired, assign the trigger to a group.
6. Select an option from the Event menu to activate the trigger.

   NOTE
   Options selected from the Event and Contact menus, changes options in menus that follow.

7. To set conditions that will activate the trigger, do the following:
   
8. Select All or Any of the following conditions from the Meets menu.
9. Select the appropriate options from the menus that appear based on the event and contact selections.

   NOTE
   Click here to view recommended triggers and specific instructions on setting trigger condition details.

10. Do either of the following:
    • To add another condition to this group, click add another condition group. An example of how this would work is if this event meets any of the conditions in the first, second or third group, move along to the action.
    • To add another condition separate from this group, click add another condition. An example of how this would work is if this event meets any of the following conditions move along to the action.
11. When finished setting your conditions, go to the Setup Action(s) section. Click the image to expand and view more details.

    NOTE
    The option you select from the Setup Action menu changes the options that follow.

    
12. If desired, click add another action and repeat step 10.
13. Click Save & Create Trigger.

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Editing a Trigger

1. Go to the Admin tab > click Settings > click Triggers.
2. Click the pencil icon for the trigger you want to edit.
3. Adjust the settings as needed (for more details, view Creating a Trigger above).
4. Click Save.

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Viewing the Trigger Activity Log

Viewing a trigger's activity log helps you identify when and why a trigger isn't working properly.

1. Go to Admin > click Settings.
2. Click Triggers > the Triggers page opens.
3. Click the name of the trigger you want to view the activity for.
   
4. Click the View History link.
   
5. The Activity Log will then open. The log currently shows whether or not the trigger fired via the "Trigger Status" column. Green checkmarks indicate that a trigger successfully fired, while a Red "X" signifies that the trigger did not fire because the required conditions were not met.

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