Defining a trigger for a rule
In Rule designer, the Trigger element is used to create a trigger that defines the conditions under which a rule is initiated.
This topic describes the types of triggers, provides the procedure to define the trigger in a rule, and examples of using each trigger type in a rule.
Trigger types
The following trigger types are available in BMC Helix Innovation Studio:
Trigger type | Description |
---|---|
Record Event | The Record Event trigger type initiates a rule when any of the following events takes place on the record definition:
For an example of using the Record Event trigger in a rule, see Trigger a rule on the On Create Record event. |
Timer Event | The Timer Event trigger type initiates a rule when you specify one of the following time-specific events:
For an example of using the Timer Event trigger in a rule, see Trigger a rule on a Timer Event. |
System Event | The System Event trigger type initiates a rule when the following events takes place:
For an example of using the EmailReceiveEvent trigger in a rule, see Trigger a rule on the System Event.
Note: You can use only the Start Process, Cancel Process, Connector, and Signal Process actions with the System Events trigger type. You cannot configure Output Map for the System Event trigger type. |
To define a trigger in a rule
- Log in to BMC Helix Innovation Studio and navigate to the Workspace tab.
- Select the application in which you want to create a new rule.
- In the application, click the Rules tab.
- Click New.
The system opens the Rule designer and displays the rule diagram on the canvas. - Select the Trigger element and in the Element Properties tab, select the appropriate trigger type.
- Define the properties of the selected trigger type.
- Save the rule.
Examples of trigger types
Example: Trigger a rule on the OnCreateRecord event
The following image illustrates a sample rule that starts a process when a new task is created:
Example: Trigger a rule on the Timer event
The following image illustrates a sample rule that triggers a process based on a schedule specified in a timer:
Example: Trigger a rule on EmailReceiveEvent
The following image illustrates a sample rule that triggers a process to create a service request when a new email is received:
Example: Trigger a rule on WebhookCallbackSystemEvent
If there are multiple rules associated with one WebhookCallbackSystemEvent, you must add the Webhook callback configuration name in the qualification.
The following image illustrates a sample rule that triggers a process to update a service request when a new webhook callback is received:
Tip
If the original response is in the JSON format, the response is stored in the requestBody field. An example of a JSON response can be seen when you use Adobe Sign.
If the original response is in the XML format, the response is converted to the JSON format and stored in the jsonrequestBody field. An example of a converted XML response can be seen when you use DocuSign.
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