Configuring Trigger

Introduction

A trigger refers to the condition that triggers actions in Automations. When the condition is met, Automations will act accordingly. There are three procedures to set triggers, namely, configuring trigger, selecting triggering form, and adding condition.

Setting Procedure

How to Set

1. Trigger by record event

2. Scheduled Trigger

Schedule: trigger based on the specified schedule within a scheduled time.

One-time: trigger only once within a scheduled time.

Selecting a Triggering Form

Select a triggering form, which should be in the current app. You can only select and set one triggering form for each automation.

After the selection,  will appear. If you need to view or modify the triggering form, click the button to jump to the Design page in the form.

Adding a Condition

Add a condition after selecting a triggering form. Then Automations will act when the created, updated, or deleted record meets certain conditions. For details, see Adding Triggering Condition.

After finishing all the settings, click Complete to proceed.

Notes

1. Actions will not be triggered in Automations when you:

2. If the triggering form is a workflow form, you need to differentiate Create Record from Update Record.