Row Action: Trigger Action
This action is part of a Row Action Widget
The Trigger Action will call a trigger for the current record/row. Use a trigger to automatically update the value of a record, schedule an event, send a reminder email, transfer the record and more.
Note: You must already have at least one trigger defined for this form before setting up this action.
Trigger Action General Settings
| Property | Description |
|---|---|
| Action Name | The action name |
|
Confirm Prompt Title |
The title for a prompt to be shown prior to running the trigger. Leave this blank to skip the prompt. |
| Confirm Prompt Message | The title for a prompt to be shown prior to running the trigger. Leave this blank to skip the prompt. |
| Redirect to URL Post Execution | Enter a URL to redirect to after the trigger has executed. |
| Obey Initial & Change State Rules | Check this box to tell the trigger to obey the change and initial state rules. Often it is easier to leave this unchecked and call an action directly, however, if you would like to make the trigger conditional you can set this to true and allow the rules to be enforced. |
| Run Specified Trigger Actions Only | Set this to true to select the specific trigger actions to run. When deselected, all, of the trigger actions will be executed in sequence. |
| Skip Trigger Action Rule Execution | Set this top true to skip the evaluation of the trigger action rule. |
| Remove Record Post Execution | Remove the record from the display post-execution |
| Post Trigger Custom JS | Write a custom JavaScript function to run after the trigger runs. |
| Current User Params | If your workflow is secured, you can also select any of the Current User wildcards to use to update the record at the same time the trigger is executed. This can be useful to record who made a change to a record or initiated the trigger action. |
Outside of workflows, triggers work on the concept of data being updated (onUpdate) and data being created (onInsert). However, when we call a trigger via a workflow, we're essentially forcing the trigger to run without updating or inserting. If you have triggers that are being called directly from your workflow and you don't want them to run when records are updated or inserted, make sure both of these checkboxes are unchecked in the trigger settings:
With these settings unchecked, this trigger will only ever run when called directly from your workflow.
With these settings unchecked, this trigger will only ever run when called directly from your workflow.
Refresh Settings
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| Property | Description | ||||||
|---|---|---|---|---|---|---|---|
| Refresh Data Table Only | Set this to true to reload the dataset without refreshing the entire page. This is usually the best option unless you have a specific reason to reload the entire page (which will be slower) | ||||||
| Refresh Entire Page | Set this to true to reload the entire page. | ||||||
| Advanced Refresh Settings | Click the Advanced Settings button to load the Advanced Refresh Settings window. These settings allow you to target where the refresh will be done and also to target individual DOM elements by ID to refresh. This can be useful if you are using trigger actions with bindings to recalculate total dollar values and need to update specific DOM elements with the results. These settings can also be useful if you are executing actions within a drill down p age and need to target the parent page after an update is performed.
The fields above are provided in duplicate to enable you to trigger re-draws across multiple pages. |
On Close Feedback / Message
Configure a message to display to the user after the operation has completed
| Property | Description |
|---|---|
|
Show Inline Message |
Set this to true to display a message |
| Message Style | The Bootstrap style to apply to the feedback element. |
| Message Title | The Title for the feedback |
| Message Body | The Feedback message. |
Trigger Action
On the Trigger Action Screen, select the trigger to execute and optionally, the specific actions to execute.
Button Settings
Configure the button style and icon settings.
| Property | Description |
|---|---|
|
Use Button |
Check this box to use a button or leave it unchecked to use a text link |
| Button/Link Text | The text for the button or link |
| Button Color / Style | Select the Bootstrap style for the button. The exact color of the button will change based on the theme applied. For older themes, select the button color |
|
Button Icon |
Click the browse button to browse the icon library and include an icon with your button |
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