Triggers for Projects

Automate actions on project requests in the service desk that match specific conditions.

Role Required: SDAdmin

Configure Triggers for Projects

Go to Setup > Automation > Triggers and select Triggers for Projects from the module drop-down.

Click New Trigger and configure the New Trigger form as explained below:

Provide Trigger Definition:

Fields	Description
Name*	Provide a unique name for the trigger.
Description	Describe the function or usage of the trigger.
Execute when a project is	Choose to execute the trigger when a project is created, edited, or deleted. By default, Created is selected.
Execute during	Choose the duration to execute the trigger - anytime, within operational hours, or outside operational hours.
Enable Trigger	This option is selected by default and indicates that the trigger is usable. If disabled, the trigger will not be executed.

* mandatory field

Specify Conditions:

Fields

Description

Apply this trigger on project

Based on conditions - Apply trigger only on projects that match the condition.

Select column, criteria, and the value(s).
Click to add multiple criteria using AND/OR operators.
Drag a criteria over the indentation space below another criteria to add it as sub-criteria. Criteria containing sub-criteria are denoted with a drop-down icon.

Without condition - Apply trigger to all project requests.

Execute trigger

(Displayed only if the trigger is applicable on edited projects)

Choose to execute the trigger every time the project is edited or only if any field selected in the trigger condition is edited in the project.

Configure Actions:

Configure custom actions to be performed when a project satisfies the specified criteria. You can create tasks, send email or SMS notifications, execute custom functions, or use webhooks to invoke third-party applications. To learn more about custom actions, click here.

After configuring the trigger, click Save.

List View Actions

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

Preview trigger: Click a trigger row to expand and preview the details.
Edit trigger: Click > Edit beside the required trigger.
Enable/Disable trigger: Click > Enable/Disable beside the required trigger. The option differs based on the status of the trigger. You can also use the toggle option under Status column.
Delete trigger: Click > Delete beside the required trigger.
Bulk Actions: You can enable, disable, or delete triggers in bulk. Select the required triggers using the checkbox beside each trigger. Click Actions and choose the required action.
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. After the results are displayed, click on the existing criteria to edit it.
Decide list view layout: Click the icon to limit the number of triggers listed and to define the sort order.