Creating a New Trigger

Watch this video to find out how to create a brand new trigger or read the steps below.

To create a brand new trigger, go to the 'Schedules' section from the toolbar link in Builder:

Then select the 'Triggers' option from the drop-down to access the Triggers page.

From here click on the '+' link which will bring up the 'Create Trigger' pop-up.

Here you need to add the following information:

  • Name of the trigger.

  • A start date & time for when it should first run.

  • The Case instance or multiple Case instances it should start (note: more than one trigger schedule can be created for a Case, so you can schedule to have it run e.g. weekly but also on last day of the month).

  • The Frequency. A number of options are available to meet business needs as desire:

    • Hourly

    • Daily

    • Weekly

    • Monthly

    • On Specific Days of the Month, e.g. 1st day, 21st day, last day.

Note that you must always define a time of the day when you want the Case to run.

Once created, the Triggers can be set running and a new case will launch on the next trigger date/time.

When editing a Trigger, you are also able to see its activity history by clicking on the Show Activity button. You can see when the Trigger was created and by who, as well as if any edits have been made to the Trigger, when they were made and by who.

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