Now that you created a trigger, use Workflow Studio to specify the flow a trigger executes. The flows can provide alerts for unexpected behavior.

Before you begin

Role required: admin

About this task

Triggers, by themselves, execute nothing. After defining a trigger in MetricBase, you use Workflow Studio to associate the trigger with a flow.

Procedure

  1. Navigate to All > MetricBase > Trigger Flows..
  2. Select New Flow.
  3. Fill in the fields.
    FieldDescription
    Flow name Name of the flow to execute.
    Description Explanation of what the flow does and why you are associating this flow with the trigger.
    Application Application scope to create your flow in. The value, Global, is the default.
    Protection Option to make the flow read-only. Selecting read-only prevents users who do not own the application scope from changing the flow. You can only select a value when you create the flow in an application scope you own.
    Run As
    Choose whether the flow runs as System User or User who initiates the session (the current user). For example, comments to incident records or approval emails should come from the current user making the comment or approval. Flows run by the initiating user respect settings that are user-specific like date/time format. The Run As setting does not apply to child subflows.
    Note: If you select User who initiates the session, ensure that security restrictions (ACLs) do not prevent the users who trigger the flow from performing the flow actions.
    Run with roles Select the roles can run the flow. This option is only available when Run as is set to user who initiates the session.
  4. Select Submit.
  5. Select Add a trigger to specify the trigger that kicks off this flow.
  6. In the dialog box that appears, scroll, and select MetricBase for the trigger type.
  7. Under TRIGGER, fill in the form to define the trigger to associate with this flow.
    1. In the MetricBase Trigger list, select a trigger by either selecting the magnifying glass to select an existing trigger or selecting the plus sign (+) to define a new trigger.
    2. (Optional) Add requirements for the flow to execute by adding filter conditions.
    3. (Optional) Beside Condition Script, select the magnifying glass to select a Condition Script or click the plus (+) to create a script.
      Condition scripts add additional requirements for a trigger to execute a flow.
    Condition script in Workflow Studio.
  8. Under ACTIONS, select Click to add an Action, Flow Logic, or Subflow
    1. When selecting an action, select an action category in the first column of the dialog box, and a flow action in the second column.
    2. Create combinations of different actions, flow logics, and subflows to get the desired behavior.
    3. Select Done to complete each part of the flow action.
    Selecting a flow.
  9. Select Save.
  10. Test the flow.
    1. In the flow tab in Workflow Studio, select Test.
    2. Select the trigger Level to test, provide the time of metric event, and what record is triggering.
      Different triggers may execute different flows. Test the flow.
      Note: When you test a flow, the system does not execute the trigger, and therefore does not create a record. By selecting a record in the Test flow dialog box, the system acts as if that record was just created. For more information, see Test a flow.
    3. Select Submit.
      The test completes. Select the message to view the flow execution details. Edit the settings if necessary, save again, and then retest.
  11. Select Activate to activate the trigger.
    The flow does not execute unless you activate it.