Recurring Triggers are a new type of trigger introduced in 2021 as part of the Logiforms Enterprise Trigger Management Addon available exclusively on Enterprise Plus Plans.
Recurring triggers are made up of a set of actions that can be run on a preconfigured schedule. This can be hourly, daily, weekly, the first and last day of each month, or every year, for example.
When you set up a set of actions to run, you also create the lookup filter that determines which records will be processed. This filter includes options to select records based on the number of days before or after a date, if a date field in a record is tomorrow, yesterday, next week or x number of days away. Using these filtering clauses and daily recurring Actions, you can set up event reminders, follows ups, automated export and API calls, and much more.
Creating a new Recurring System Trigger
From the Enterprise Trigger Manager Dashboard or main menu, select "New System Trigger". Once the wizard opens (shown below), choose "New Schedule Execution Trigger":
Next, the wizard will ask you to give the trigger a name and configure settings related to logging and cascasing Trigger, PDF and Webhook execution
|Trigger Name||The name of the trigger|
|Enable Logging||Check this box if you wish to log each trigger action execution. If you do not check this, the real time monitor will still show execution logs and the start and end of each execution is still logged including the number of actions executed and which actions executed. However, when unchecked the individual action logs will not be recorded.|
|Do not run other form triggers on Update||If your set of actions updates the records and you DO NOT want your other form trigger actions to run, check this box.|
|Do not generate PDFS on Update||Check this box if you do not want PDFs to be generated when records are updated.|
|Do not run Webhooks on Update||If your form uses webhooks, check this box to skip processing of those webhooks when records are updated.|
|Target Form||Select the form which includes the records that will be processed EACH time this trigger runs.|
The Lookup Rule defines which records be processed in each batch. For example, your trigger might be setup to run at 5PM each day and the lookup rule could be configued to find any COVID health screening form entries that were still marked as "PENDING", you could then automate an SMS message and move those records into a follow up quueue.
New Lookup Rule Operators!
We've also added a ton of new date based lookup operators that can match records based on dates. For example, you can now find all records where the due date is less than X days from now.
Next, configure the schedule and frequency for the trigger.
Next, define the start and end dates for the trigger. You may also select the No End Date option.
Finally, add the individual actions that will execute when this trigger runs. Note, that each trigger action may have its own rule to bypass procesing based on specific values in the record. Adding trigger actions here, is the same as adding standard form trigger actions.
You can also view the recurring trigger schedule in the Recurring System Triggers Calendar. If you need to pause a recurring scheduled task, you can right click on the trigger in the Central Trigger Management View and select pause. You can re-enable the trigger as needed. Recurring triggers can be edited any time (except when they are running). Clicking on View Execution Details will open the Enterprise Trigger Management Log Window.