Data Triggers

Selecting Actions and Modules

Upon launching the module, users are prompted to select the action(s) they wish to trigger (delete, insert, or update) and the modules from a provided list. This selection determines the events the module will monitor for execution.

Setting Conditions

After selecting actions and modules, users navigate to the "If" tab to define whether the action should be conditionally or always executed when the specified event occurs. If the conditional option is chosen, users can utilize the dynamic condition builder to configure a set of boolean rules based on the affected record.

Defining Actions

In the "Do" tab, users specify the action(s) to be performed when the selected condition is met. Currently, the tool supports sending an email as the action. However, additional actions may be incorporated in future updates.

Executing Actions

Once the tool is configured, it monitors the specified events within the selected modules. When a triggered event meets the defined condition, the corresponding action is executed. For example, if a record is updated according to the specified condition, an email notification will be sent.

Logging and Monitoring

The "Log" tab allows users to view the history of trigger actions. This feature provides visibility into the execution of actions, aiding in monitoring and troubleshooting.

Note: Bulk data transfers do not fire triggers. Incremental data transfers with Console Utilities turn on, however, will fire the trigger.