OnDemand System Triggers
OnDemand Triggers are identical to Recurring System Triggers, except that they run only once and run as soon as you click Finish in the setup wizard. Use onDemand triggers to update values within a set of records, send an SMS or email or automate integration with a 3rd party service in batch processing mode.
Creating a new OnDemand Trigger
| Property | Details |
|---|---|
| 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. |
| Lookup Rule |
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.
Trigger Actions
Finally, add the individual actions that will execute when this trigger runs. Note, that each trigger action may have its own rule to bypass processing based on specific values in the record. Adding trigger actions here is the same as adding standard form trigger actions.
When you click Finish, the Trigger will be created and will be available in the Central Trigger Management view. The Real Time Execution Monitor will open immediately and provide access to the current execution. This window can be closed at any time, and you can return later to view the progress.
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