Skip to main content
Managing Action Triggers

Learn how to Search, Disable, Update, and Delete Action Triggers

Updated over a week ago

Search for an existing Action Trigger

1. Navigate to System Setup > Action Trigger Setup.

2. In the Search Criteria section, use any of the following options to filter the Search Results list:

--To limit the search to a specific category, in the Rule Category drop-down list, select a category.

--To limit the search to a specific class, in the Rule Class drop-down list, select a class.

--To limit the search to a specific status, in the Status list, choose a status.

3. Click Search.

The list of Action Triggers that fulfill the search criteria appears in the Results list.

Disable an Action Trigger

Disabling an Action Trigger stops the Action Trigger from sending the associated message to workers. The Action Trigger will still appear in the Action Triggers list as Inactive.

  1. Navigate to System Setup > Action Trigger Setup.

  2. If required, using the Search Criteria, narrow the Results list.

  3. In the Results section, under Rule Name, click the Action Trigger that you want to disable.

  4. Click Disable.

Update an Action Trigger

Prior to making changes to an Action Trigger that is currently in use, you must disable the Action Trigger temporarily. You can edit the Rule Name, Defining Parameters, Criteria, and Action settings of the Action Trigger.

  1. Navigate to System Setup > Action Trigger Setup.

  2. If required, using the Search Criteria, narrow the Results list.

  3. In the Results section, under Rule Name, click the Action Trigger that you want to edit.

  4. Click Disable.

  5. Make the desired changes to the Rule, Criteria, and Action.

  6. Click Enable.

Delete an Action Trigger

Deleting an Action Trigger stops the Action Trigger from sending messages to workers based on the defined criteria and removes it from the Action Triggers list.

  1. Navigate to System Setup > Action Trigger Setup.

  2. If required, using the Search Criteria, narrow the Results list.

  3. In the Results section, under Rule Name, click the Action Trigger that you want to delete.

  4. If the Action Trigger has not been previously disabled, click Disable.

  5. Click Delete.

  6. Click Okay to confirm your action.

Did this answer your question?