1. In the category pane select the category that represents the catalog. (TIP: Categories that represent catalogs are displayed in bold.)
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 for you. If this option is enabled, the Triggers tab displays all triggers defined for the catalog.
4. Click Add. The Add Trigger dialog opens and prompts you to select the source for events to be selected.
5. Select the source, either Catalog Events (events performed on the catalog itself, e.g. updated Catalog Settings), or Record Events or Category Events (events on all records or all categories of the catalog, e.g. inserted, deleted or updated records/categories).
6. The Add Trigger dialog lists the event types available for the selected source and prompts you to select one.. either:
7. Item deleted activates the Trigger when a record or category is deleted from the catalog. Click Next and continue with step 10..
8. Item added activates the Trigger when a record or category is added to the catalog. Click Next to configure this event:
• Select In Any Field if the Trigger shall be activated for every new item. Click Next and continue with step 10..
• Select Wait For Value in a Specific Field if the Trigger shall be activated for new items, but only if a specific field has a value, then select the respective field. If desired, additionally activate the option Wait for Specific Condition and click Configure to define a field value that must be met for the trigger to be fired. Click Next and continue with step 10..
9. Field Value Changed activates the Trigger when the value of a record field or category field is changed. Click Next to define this field.
• Select In Any Field if the Trigger shall be activated by changes in any field. Click Next and continue with step 10..
• Select Wait For Changes in a Specific Field if the Trigger shall be activated only by changes in a specific field, then select the respective field. If desired, additionally activate the option Wait for Specific Condition and click Configure to define a field value that must be met for the trigger to be fired. Click Next and continue with step 10..
10. A dialog for selecting the Trigger Action – the action that is to follow the event – is opened.
Select the action you want performed when the event for this Trigger occurs.
11. The next steps depend on the selected 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.
12. 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.