What is a trigger
A trigger notifies users when specific events occur, such as when a check is marked missed or removed by someone.
How do I set up the trigger to receive a logbook report
Go to the Configure Portal and edit the desired logbook.
Go to Triggers and click Add Trigger.
Select “After End of Day”, and a new field for after-hours settings will appear. For example, if you wish to receive the logbook at 7am the following day, enter 7.
Choose a notification type in the Activity drop-down.
Send Notification - A system notification will be generated and sent out.
Send Webhook - The event data will be sent to the attached URL.
Send Email - A email notification will be generated and sent out.
💡Please note that the email notification option is not available for every event.
Specify who should be notified about this event.
Users with access to the request - People are assigned this request.
User with the role - People who have specific roles.
User with the responsibility - People who are assigned specific responsibilities.
User with the role and responsibility - People who are assigned both specific roles and selected responsibilities.
Specified email addresses - Email notifications will be sent to selected email addresses.
Once set up, logbook reports will be delivered to specified users at the selected time.
⚠️Please note
No reports will be generated if the logbook is empty.
How to receive notification on urgent messages
👉This trigger setup is only applicable for the system with the discussion module.
Go to the Configure Portal and set up a discussion group with Location Based - Logbook Only type.
Then go to Logbooks and edit the desired logbook.
Go to Triggers and click Add Trigger.
Select “Urgent Message Added”.
Specify who should be notified about this event.
Save the settings.
After this trigger is configured, a notification will be sent to selected users when an urgent message is added to the logbook.
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