What is a trigger
A trigger notifies users when specific events occur, such as when an issue is identified in the record.
How do I set up a trigger for a record
Go to the Configure Portal and edit the desired record.
Go to Triggers and click Add Trigger.
Select a specific event. For example, if an alert should be sent out when an issue is identified, then select "On Submitted With Validation Errors".
Choose a notification type in the Activity drop-down. Activity options vary for every trigger event.
Send Notification - A system notification will be generated and sent out.
Change Property Value - Selected property will be updated upon the trigger event.
Send Webhook - The event data will be sent to the attached URL.
Send Email - A email notification will be generated and sent out.
Update Progress State - The system will update the progress state automatically.
💡The progress states must be created first.
Assign Tag – The selected tag will be assigned to the monitored item when the trigger event occurs.
Remove Tag – The selected tag will be removed from the monitored item when the trigger event occurs.
Specify who should be notified about this event.
Users with access to the record - People are assigned this record.
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.
Below options are available for email notifications only:
Specified email addresses - Email notifications will be sent to selected email addresses.
An email template must be chosen on the Send Email option.
Email Templates | Examples |
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When triggers are configured, any occurring event will automatically trigger the next-step activity.
Understand the most commonly used triggers
Triggers | Meaning | Examples |
On Comment Added | Comments are added to the record | Managers receive notification when new comments are added. |
On Progress State Changed | The progress state is changed to a specific state | Managers receive notification when the progress state is changed to "Inspection Required". |
On Submitted With Validation Errors | Issues are identified in the submitted record | Relevant users are notified of validation errors so necessary actions can be taken timely. |
On Submitted with Response | A specific response is provided to a selected question. | Managers are notified of specific serious issues. |
PDF Generated | A PDF report on this record is generated | Managers receive PDF reports to review the answers for the submitted record. |
⚠️Please note
Validations must be set up for validation-error–related events to function.
💡Did you know...?
You can manage your notification in the monitor portal by clicking on your name and selecting Manage Notifications.
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