9.4.3 Create a new trigger




Steps to create a new trigger

  • Step 1: Select add new trigger

  • Step 2: Create conditions for trigger

    • Trigger name: set by the company, is a required field

    • Description: is a detailed description of the trigger, is an optional field

    • Condition: includes one (or several) criteria that must be met for the action to take place

      • Meet ALL conditions: when all the conditions here are met, the system triggers the trigger action

      • Meet ONE of the conditions: when one of the conditions here is met, the system triggers the trigger action.

  • Step 3: Create an action for the trigger. Admin combines the actions according to the instructions above.

  • Step 4: Select Create New to save the Trigger or Cancel to cancel the current operation. Trigger after being created defaults to Active status

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