Triggers

Triggers execute automated actions when specific events occur in the asset desk. Using triggers, you can execute customized email notifications or condition-based actions across modules and in third-party applications.

Triggers enable you to customize automatic processes for the following modules:

1. Assets
   
2. CMDB
   
3. Purchases
   
4. Contracts
   
5. Custom Module
   

 

Role Required:

Module	Role Required
Assets	SDAdmin, AssetConfig
CMDB	SDAdmin, SDCMDBAdmin
Purchase	SDAdmin
Contracts	SDAdmin
Custom Module	SDAdmin

 

Configure Triggers  

1. Go to Setup > Automation > Triggers.
   
2. Use the module drop-down to navigate to the relevant module.
   

1. Click New Trigger.
   
2. Fill out the Trigger Definition section using the pointers below:
   

Field Name	Explanation
Name	Give the trigger an appropriate name. This is a mandatory field.
Description	Briefly describe the trigger usage and associated actions.
Execute when a [module record] is	Choose to execute the trigger when a record is created, edited, or deleted in the selected module.
Trigger applies to	Choose the module sub-entity to which the trigger must be configured. This field value cannot be edited later.

 

1. Fill out the Conditions section using the pointers below.
   

Field	Explanation
Apply triggers on this [module record]	Choose the criteria to be satisfied to apply the trigger.   Based on conditions: Define the criteria to apply the trigger by selecting the column, operator, and value. Use the icons to define multiple criteria. Apply AND/OR operators for multiple criteria. Drag a criteria over the indentation space below another criteria to add it as a sub-criteria. Criteria containing sub-criteria are denoted with a drop-down icon. You can configure up to 50 criteria in a trigger. For some fields, the value text box is prefixed with '$' to set the criteria according to dynamic input.   Without condition: Apply trigger to all records in the module.
Execute trigger when a [module record] is edited (Displayed only if the trigger is applied to edit operations)	If the trigger is set to execute when a record is edited, you can choose to execute the trigger: Every time: Every time a record is edited When any field in the condition is edited: Only if a field specified in the criteria is edited in the module/record.

 

Choose the actions to be performed via the trigger. Custom actions available for each module vary on the sub-entity selected:

1. Execute custom functions
   
2. Place webhook calls
   
3. Send notifications
   

​

 

Sub-Entities Available  

Module	Sub-Entities Available
Assets	All Assets Each Product Type
CMDB	All CIs Each CI Type
Purchases	Purchases Approval Levels Approvals Payments Invoices
Contracts	Contracts
Custom Module	Custom modules

 

List View Operations  

After triggers are created, they are listed on the list view page where you can perform the following actions:

1. Preview trigger: Click a trigger to expand and preview the details.
   
2. Edit trigger: Click > Edit beside the required trigger.
   
3. Enable/Disable trigger: Click  > Enable/Disable against the trigger. You can also use the toggle option under the Status column.
   
4. Delete trigger: Click > Delete beside the required trigger.
   
5. Bulk Actions: You can enable, disable, or delete triggers in bulk. Select the triggers using the check boxes, click Actions, and choose the required action.
   
6. Search triggers: Use the   icon to search through triggers using criteria. Add the criteria, value, and click Enter. You can add multiple search criteria using the icon. 
   

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