Set up a Trigger Rule

A trigger needs one or more rules. These control what you'll be notified about.

For example, you might want someone in your organisation to be notified if a user changes the case officer for a case.

 

To set up a trigger rule:

  1. Select System > Triggers.

  2. Select the trigger you want to edit.

  3. Select Edit.

  4. Select the Trigger Rules tab.

  5. Use either of these methods to create a rule:

  6. Right-click in the Trigger Rules area or select the Options icon > Select any of these options:

    • Add Rule

    • Insert Rule Above

    • Insert Rule Below

  7. Select the drop-down in the Type field > Select the type of thing you want triggered.

  8. Double-click the State/Attribute field > Select the state or attribute for the thing you want triggered.

  9. Select the drop-down in the Operator field > Select the required option.

    To specify how long the trigger should remain in use, select either of these options:

    • Continuous to keep the trigger active (until it expires).

    • One-shot to deactivate the trigger after it has sent one notification.