Workflow Triggers

Workflow Triggers define the actions to be triggered when specific events occur. TeamDesk currently encompasses three types of triggers:

• Record Change Triggers
• Time-Dependent Triggers
• Periodic Triggers

Each Workflow Trigger contains one or multiple actions. The Trigger specifies the time or conditions under which a certain action or event will be executed. Workflow Actions define the events that are triggered. TeamDesk currently offers various types of workflow actions:

• E-mail Alert
• Update Record
• Create Record
• Delete Record
• Call URL
• Generate Document
• Navigate
• Mobile Device Update Record
• Mobile Device Alert

TeamDesk enables cascading execution of record change triggers. By default, the cascading execution is switched off. The execution sequence can be controlled using the Execute Triggers option available in Create Record, Update Record, Delete Record, and Call-URL actions.

Creating a Workflow Trigger

1. Click the Setup link in the top right corner of the window.

2. Select the relevant table and click its name in the list on the left.

3. In the main frame’s menu, choose Rules > Workflow Trigger.
   

4. Click New near the required trigger type.

Complete the trigger form that appears by specifying its properties.