Workflow triggers – Help Center

Before you begin

Plans: Enterprise only
Audience: Administrators

Workflow triggers are the situations in which workflows run, such as when a record is added or when a field is changed to a specific value. For example, you could create a trigger that runs your workflow every time a work order is closed.

Unlike activities, each workflow can only have one trigger.

You can configure your workflow to trigger in the following situations:

Record was added
Record was changed
Record was removed
Field was changed
Field was changed from a specific value
Field was changed to a specific value

Each trigger and its options are described in more detail in the sections below.

Every 'x' seconds

There are known issues with this trigger type. We recommend using one of the other trigger types instead.

Record was added

The Record was added trigger allows you to run a workflow whenever a specific type of record is added. For example, you could use this trigger to run a workflow whenever a new user account is created.

This trigger only has one setting. In the Table drop-down list, select the table that corresponds to the type of record being added. Continuing the example above, you would select the User table:

Record was changed

The Record was changed trigger allows you to run a workflow whenever a specific type of record is edited. For example, you could use this trigger to run a workflow whenever someone edits a warranty.

This trigger only has one setting. In the Table drop-down list, select the table that corresponds to the type of record being edited. Continuing the example above, you would select the Warranty table:

Record was removed

The Record was removed trigger allows you to run a workflow whenever a specific type of record is deleted. For example, you could use this trigger to run a workflow whenever someone removes a task from a work order.

This trigger only has one setting. In the Table drop-down list, select the table that corresponds to the type of record being deleted. Continuing the example above, you would select the Work Order Task table:

Field was changed

The Field was changed trigger allows you to run a workflow every time a specific field was edited, regardless of the value it was changed to or from. For example, you could use this trigger to run a workflow every time someone changes a work order’s priority.

This trigger only has one setting. In the Field setting, select a field by expanding the corresponding record type and then clicking the field. Continuing the example above, you select Work Order > Priority ID:

Note

If you want to trigger a workflow based on a field or table that’s not listed in that screen, contact your Fiix Representative to check if it can be added.

Field was changed from a specific value

The Field was changed from a specific value trigger allows you to run a workflow whenever a specific field is changed from a specific value. For example, you could use this trigger to run a workflow whenever someone changes a work order’s status from closed to another status (i.e. reopens a work order that was previously closed).

This trigger has the following settings:

Setting

Description

Field

Select the field you want to use in the trigger. Continuing the example above, you would select Work Order > Work Order Status ID.

Value

Select the value that the field must be changed from in order for the workflow to trigger. The options in this list will vary depending on which field you selected.

Continuing the example above, you would select Closed, Completed.

Field was changed to a specific value

The Field was changed to a specific value trigger is the most popular trigger type. It allows you to run a workflow whenever a specific field is changed to a specific value. For example, you could use this trigger to run a workflow whenever a work order’s priority is set to “Highest”.