Time-Dependent Triggers

Time-Dependent Trigger calls an action at a determined time. For example, special offers should be sent to a client e-mail one day before a client’s birthday. In this case a Time Dependent Trigger with an E-mail Alert workflow action can be created.

To create a new time-dependent trigger, click on the New button and specify the General and Matching properties.

Name

In the Name field specify a name of the trigger.

Description

In the Description field enter a trigger description or any explanation text.

Active

Select the Active checkbox if the trigger should take effect. If the checkbox is cleared, the trigger will be stored in the system but will not call any actions even if all predefined conditions are met.


Filter

In the Filter section specify a condition that will trigger a certain action if it is met.

Date

From the Date list select a necessary date (or time).

Offset

In the Offset section specify a period before or after the selected date when the trigger should call a workflow action.

Please note if there is a formula-date column in a table, such column can be selected in the Date dropdown only if the formula is "deterministic". – It means that it cannot use Today() or Now() functions.

When finished, click Save to save the trigger.

Then you should associate Workflow Actions with the trigger.

To check quickly the filter conditions specified in the trigger and review records that could be affected, go to the workflow triggers list, click directly on the trigger name and use the View Records button displayed on the trigger form.

A time-dependent trigger with a sole email alert action that is not reused elsewhere is viewed and edited as a reminder – on a single screen; but these trigger and action are also listed under workflow triggers and actions to allow fine-tuning.

Next: Periodic Triggers