Create a trigger rule

You can create trigger rules to define conditions under which a trigger action is to be executed.

Before you begin

Role required: rota_admin or admin

About this task

Trigger rules fire only if the assigned_to and assignment_group fields are not populated on a record.

Procedure

  1. Navigate to On-Call Rotations > Escalations > Trigger Rules.
  2. Click New.
  3. Complete the form.
    Table 1. Trigger rule form
    Field Description
    Name The name of this trigger rule.
    Order The execution order of this trigger rule.
    Table
    A task table that applies to the trigger rule.
    Note: The list shows only tables and database views that are in the same scope as the trigger rule
    Match conditions How the conditions should be applied. If you select All, all of the conditions have to be matched. If you select Any, it is sufficient if any one of the conditions is matched.
    Conditions The conditions which must be met before the trigger rule executes.
    Group Define the group that is applied to the Tasks assignment group field when the trigger rule is applied to the task.
    Trigger action Run a Workflow or Script when the trigger conditions are met.
    Trigger workflow The workflow to execute. This field is available only if Trigger action is set to Workflow.
    Trigger script The script to execute. This field is available only if the Trigger action is set to Script.
  4. Click Submit.