Object Event Triggers

This type of trigger depends on the create or update event occurring on an object.

Adding a Trigger on Create/Update

To add a trigger on create/update:

  1. Select Application Menu. The menu appears with available applications.
  2. Select Administration. The application displays at the landing page.
  3. In the Left Navigation Area, select Workflows. The Workflows expand to display list.
  4. Select Triggers. The existing Triggers display.
  5. In TRIGGER ON CREATE/UPDATE, select +NEW. The Trigger on Create/Update form displays.
  6. Type the name for the trigger in the Name field.
  7. Type the description for the trigger in the Description field.
  8. In the Application field, select the Pencil icon. The Select Application dialog appears.
  9. Select the application you want and select OK.
  10. Complete the fields, including:
    • Trigger on: choose trigger on Create, Update or both
    • Object to trigger on: choose the object on which the create or update behaviour will trigger relevant event
    • Workflow to run: specify which workflow to run when trigger condition is met
    • Specify Field or Relationship to Trigger On with corresponding tab: select Link to Existing icon.  The Select dialog appears. Select OK to confirm
  11. Select Save to save the trigger.