If you are familiar with Striven’s Workflows feature, then you have certainly heard of Triggers and Actions. But what are they? How do they work? How are they related to each other? This post will answer these questions.
Triggers
A Workflow Trigger can be described as an event that occurs when a group of selected criteria are met. In Workflows, a user configures search filters based on various Striven Data Sets which establish the result needed for a Trigger to occur.
For example, let’s say a user wants a particular type of Task to be created for the Sales Rep when the Sales Order is Approved. By setting the appropriate search filters in the Trigger settings, an Action (creating the Task) can be created to occur when the Trigger (approval of the Sales Order) is prompted.
Actions
In relation to Triggers, an Action is the performance of a specific act or step. Depending on the Action Type, Triggers prompt the Action to carry out an activity, such as sending a Discussion, Email, or Text, or creating a Task.
So let’s say instead of creating a type of Task when a Sales Order is approved the user wants a different Action to occur. The configuration of the Trigger settings can initiate Striven to send a Discussion, Email or Text message. These are examples of alternative Actions available in Striven’s Workflows.
Things to remember about Triggers and Actions:
- An Action cannot exist without a Trigger.
- Multiple Triggers can be created in a single Workflow.
- Multiple Actions can be set for a single Trigger.
- Actions work independently of each other.
- All Trigger criteria need to be met to initiate the related Actions.
Filters
Well, what about Filters? How do they fit in with Triggers and Actions? The Filters are the rules that must be met in order for the Trigger to be activated.
For example, if you wanted to configure a Workflow that generates a Task that is automatically assigned to the Sales Rep on a Sales Order when the Order is approved, the Filters are the search criteria that need to be met in order to create the Task. This may include the following filters:
For example, if you want to set up a Workflow that creates a Task for the Sales Rep on a Sales Order when the Order is approved, the Filters are the criteria that must be met in order for the Task to be created. These Filters may include:
Once all of the Filters are met, the Action will create the Task and assign it to the appropriate Sales Rep.
To wrap things up, Triggers, Actions, and Filters are the three essential components of Striven Workflows. Triggers are events that occur when a group of selected criteria are met. Actions are the performance of a specific act or step. Filters are the rules that must be met in order for the Trigger to be activated.
For more information regarding Workflows, you can reference our Striven Workflows Guide. You can also browse our Striven Business Software YouTube channel for other useful Striven topics.