Updated on 2025-08-15 GMT+08:00

Trigger Overview

What Is a Trigger?

Triggers intuitively display service processes to users. Once set up, triggers automate operations without the need for manual execution by users.

Introduction to the Trigger Designer

Figure 1 shows the page for editing a trigger. For details about the function items, see Table 1.

Figure 1 Page for editing a trigger
Table 1 Functions on the trigger editing page

Area

Function

1

Trigger condition, which is generated when a trigger is created.

  • Object: Select a value when creating a trigger. The value cannot be changed after being selected. The selected object determines the fields that can be accessed through the process.
  • Start Process
    • Only when a record is created: Start the trigger when a record is created.
    • Only when a record is modified: This trigger is triggered when a system record is modified.
    • Record creation or editing: This trigger is triggered when a record is created or updated.
  • Advanced Settings > Recursion - Whether to allow a process to evaluate records multiple times in a single transaction: If Yes is selected, the process can evaluate the same record for a maximum of five times in a single transaction.

2

Rule condition of a trigger. The system determines the operations to be performed by the trigger based on this condition.

  • Criteria Name: Name of the new rule.
  • Execution Condition: Judgment criteria of the condition.
    • When conditions are met: When the conditions are met, the operation is performed. If this option is selected, you need to configure conditions, for example, the value of the gender field is female.
    • When condition expression is true: If the condition expression is met and the calculation result is true, perform the operation. If this option is selected, you need to configure a formula, for example, (A.a == "b") && (A.a != A.b) || (A.b > c).
    • No conditions, execute directly: Execute the operation without checking the condition.

3

Action to be executed when specified conditions are met. Set the operation type and related parameters based on service requirements.
  • Create a Record: Create a record.
  • Update a Record: Update a record.
  • Email Alerts: Send an alarm email.
  • Trigger: Call a sub-trigger.
  • Script: Call a script.
  • Event: Call an event.
  • Flow: Call a flow.
  • BPM: Call a BPM.
  • Send Event: Send an event.

4

Function buttons of a trigger, such as enabling a trigger and saving a trigger as a new one.