Use Assets : Workflow Automation with Cumulus­ : Cumulus Trigger : Setting Up Triggers for Records and Categories
   
Setting Up Triggers for Records and Categories
To set up triggers for selected records/categories:
 
1. Select one or more records/categories.
2. Open the context menu for these records/categories (with the right mouse button / Control key + mouse) and select Properties. The Properties dialog window opens.
3. Click the Triggers tab.
The Triggers tab displays the triggers you have set up.
NOTE: Show All Triggers
If you have the Trigger Administrator permissions, the Show All Triggers option is available to you. If this option is enabled, the Triggers tab displays all triggers defined for the catalog where the record/category resides.
4. Click Add. Add Trigger dialog appears. It lists the available event types.
5. Select the type of event that activates the trigger.
6. The next steps depend on the selected type of event.
If you select Item deleted, the trigger is activated when the selected record or category is deleted. Click Next. Continue with step 7..
If you select Field Value Changed, the trigger is activated when the value of a field of the selected record or category has changed. To define this field, click Next. This opens a dialog that allows you to selecting a specific field.
If you want changes in any field to activate the trigger, click Next and continue with step 7..
If you want only a certain field to activate the Trigger, activate the Wait for changes in a specific field option. This lets you select a specific field.
Select the field.
NOTE: Triggers can be based on specific field values. Then the Trigger will react when the field value is changed to a predefined value. To make use of this feature and define such a value, activate the option Wait for Specific Condition and then click Configure. This opens a dialog that lets you define the value which you want the Trigger to react to.
Set up your condition and click OK to save the condition.
Click Next.
7. A window for selecting the Trigger Action is opened.
Select the action you want performed when the event for this trigger occurs.
8. The next steps depend on the selected Trigger Action.
If the selected action can be configured, click Next. This opens a dialog to configure the action. (For details on how to configure the Mail Notifier action, see “Configuring Trigger Actions” .)
If no more configurations are required, a Close button is displayed.
9. Click Close. The Trigger is registered with your Cumulus installation and activated.
NOTE: Cumulus Triggers can be temporarily disabled, and enabled again, via the Deactivate / Activate button, e.g. for testing a configuration or searching for errors.