Record Change Triggers
The Record Change Trigger initiates an action only after a specific operation is executed on table records.
For instance, suppose you need to track the most recent data of the individual and the timestamp when a CallBack was made to a client. When a manager selects the CallBack checkbox in a Client profile and saves changes, the system should update the CallBack Log text column, registering the username and timestamp of the modification. Additionally, the CallBack checkbox needs to return to an unchecked state. In this scenario, you should create the Record Change Trigger with the Record Update workflow actions.
To create a new record change trigger, click the New button and define the General and Matching properties.
General Properties
- Name
- Specify a name for the trigger.
- Description
- Add a trigger description or any explanatory text.
- Active
- Check the box to activate the trigger. If unchecked, the trigger is stored in the system but won’t initiate any actions, even if all conditions are met.
Matching
- Filter
- Set a condition that triggers a specific action when met.
- when record is
- Select the operations after which the trigger will call a workflow action:
- Added;
- Modified;
- Deleted.
- and when value changes in
- Define which column value should change to initiate a workflow action.
Once configured, click Save to save the trigger.
Then, associate Workflow Actions with the trigger.
For a quick check of the filter conditions specified in the trigger and to review affected records, access the workflow triggers list, click the trigger name, and utilize the View Records button displayed on the trigger form.
A record change trigger, having a sole email alert action that is not reused elsewhere, is viewed and edited as a notification on a single screen. However, these trigger and action are also listed under workflow triggers and actions to allow fine-tuning.