Selecting triggers for business rules
When you create a business rule, you can select triggers that run when certain events occur (such as after a ticket is saved) or run based on a specified frequency (for example, every 15 minutes). The available trigger options vary depending on the type of rule you select. You can use multiple triggers in a single rule, and they are all logically connected by OR operators. However, you should review to understand in what order rules are fired automatically.
Some triggers are available only for Rules created from a Workflow Process. For detailed information, see Configuring workflow processes.
The following table lists the options available for triggering business rules.
|Trigger Type||Trigger Name||Details||Used with Rule Types|
|Item-related (Server side) triggers ||After Save|
Select On Create, On Update By User Or Rule, or On Update by User.
For Footprints version 12.1.02 and later,
|On Linked Item Create|
Select link type.
Note: The Work Target/Service Level Target : Service Level Target link type is no longer supported for the On Linked Item Update trigger for Work Target business rules.
|On Linked Item Delete|
|On Linked Item Update|
|On Create as part of a copy/move|
Rules with these triggers are applied to the Item where they are defined.
|Upon Item Copy|
|Upon Item Move|
Select Frequency and time when the criteria of the rule is checked.
|On Screen triggers||On Screen|
Select On Create, On Update, or both. This trigger is useful for assigning tickets based on category, setting field values based on other field values, giving the user informative messages based on selections they made, or changing field visibility as a user fills out a form.
|On Page Load||Select On Create, On Update, or both. This trigger is useful for defining default values, identifying assignees, or changing field visibility immediately when the page loads to hide fields that don't pertain to the situation or may be revealed later while the user fills out the form. When you apply a quick template to a record, the record page refreshes and the business rule is fired based on the selected trigger.||Default Assign|
This trigger is useful when workflow state changes its value to the selected value.
|On exit||This trigger is useful when workflow state changes its value from the selected value to any other value.|
|On transition||This trigger is useful when workflow state changes its value from a specified value to another specified value.|
|On any transition||This trigger is useful when workflow state changes its value from one value to another (any value change).|
|Update in State or Group||This trigger is useful when a record is updated in specified workflow state field value or group of values.|
|Updated in any Group||This trigger is useful when a record is updated in any group of grouped values of workflow state field.|
|Updated in any State||This trigger is useful when a record is updated with any value of workflow state field.|
|Approval-related trigger||On vote||No options.||General only|
For a better and detailed understanding of Trigger Options, see Processing of Business Rules having After Save trigger.