Record Change Triggers

Record Change Trigger calls an action only after a certain operation is performed over table records.

For example, you need to know the last data who and when make a CallBack to a Client. So when a manager checks the CallBack checkbox in a Client profile and save changes, the sytem should update the CallBack Log text column where the user name who modified and time when modified are registered. Furthermore, the CallBack checkbox has to return to the unchecked value. In this case you should create the Record Change Trigger with the Record Update workflow actions.

To create a new record change 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.
when record is In the when record is section select the operations after which the trigger will call a workflow action.
and when value changes in In the and when value changes in section define what column value should be changed to call a workflow action.

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