Trigger Work

To trigger a work, follow the steps below:

  1. Navigate to App Builder > Settings > System Triggers.
  2. On the System Template Configurations page, click the Trigger/Notification button for the template you want to configure, located under the Events column.
  3. In the System Trigger/Notification Configurations page, click + Add Trigger/Notification.
  4. In the Define Trigger section, provide the following details:
    FieldDescription

    Trigger Events

    		 Ensure Works is selected as the trigger event.

    Trigger Name

    		 Enter a name for the trigger.

    Work Specs

    		 Select the specific work you want to trigger.

    Trigger When

    		 Select a condition for triggering the work:
    • All conditions are satisfied
    • One or more conditions are satisfied

    Customise Work Name

    		 If you want to customize the work name, select this checkbox.
  5. After providing the required details, click Add Criteria to define the conditions for the trigger.
  6. Once the conditions are defined, click Next to proceed.
  7. Under the Custom Entity/Customer Fields column, map the relevant entity/customer fields to their corresponding work fields.
    Note:

    In the screenshot, the entity name is mapped to the work name. If an entity is created, a work will be generated with the entity name as the work name.

    If the template is set up for a customer, the Customer Fields will appear instead of Custom Entity Fields.

  8. After defining the field mappings, click Save to save your trigger configuration.