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On Scheduled

The On Scheduled trigger activates at a specified time and date. It can also be configured to activate based on other conditions, such as whether a related item is in a specified condition. For example, you may want the trigger to run weekly to generate a report of opportunities in Salesforce, but only for opportunities in a stage of "Closed Won."

The conditions available in this trigger are detailed in Conditions.

on_scheduled_trigger_panel.png

Name the Trigger

Select the trigger title or the edit icon, blue_edit_pencil.png, and provide a descriptive title for the trigger.

Turn Trigger Block On or Off

By default, trigger blocks are enabled and turned on. Select the toggle in the top right of the trigger panel to disable or turn it off.

When building a module, remember you can toggle triggers on and off rather than deleting them.

turn_trigger_off_toggle.png

Change Trigger Type

To change the trigger type, select the edit icon, blue_edit_pencil.png, and select the new trigger type from the Change Type To dropdown.

change_trigger_type_pencil_icon.png

Activate Trigger When

This section is where you define the frequency with which the trigger activates.

  1. Select the Enter frequency dropdown and select a frequency from the list.

    on_scheduled_activate_trigger_when.png

    Depending on your selected frequency, an additional section displays to further configure the frequency. For example, if you select Weekly, the following section displays:

    on_scheduled_activate_trigger_weekly.png

  2. Configure the detailed timing options as desired.

    Note that you can select Run Now at the bottom of the section to activate the trigger now when in build mode. This option is helpful for testing the logic of the trigger without having to wait for the specified interval.

Run Settings

Select the relevant checkbox to enable the trigger to activate under various conditions:

  • Run also on inner items - Trigger conditions evaluate on inner items in addition to parent items.

  • Evaluate trigger conditions when a new item is created - Trigger conditions evaluate when a new item is added to the module.

field_changed_run_settings.png

And Only If

In addition to activating the trigger at specified intervals, you can include additional conditions. This is useful if only certain kinds of changes should activate a trigger (for example, if the trigger is set to activate weekly to send an update, but you only want the module logic to run if there is new content to share.

Select the dropdown to choose to run the trigger when All or At least one of the conditions are met. This option defaults to All.

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Select a primary field, a condition, and a qualifying value as the condition that activates the trigger:

  1. Select Search data field to select a field. The field dropdown displays.

    match_coditions_trigger_search_data_field.png

  2. Select a field from the dropdown. This is the primary field that the module is checking and can be a field from a data source, a form, or any custom field you've created.

    match_coditions_trigger_search_data_field_dropdown.png

  3. Select the condition field. This field defines how a value is matched or compared to the primary field.

    For definitions for all available conditions, see Conditions.

    match_coditions_trigger_operator.png

  4. Enter a value. This is the qualifying value that is compared to the primary field, based on the selected condition. Depending on field type of the item, this value may be predefined or you may have the option to enter free text.

    match_coditions_trigger_value_field.png

To add another And Only If condition, select + AND and repeat the process. This creates a compound match condition.

field_changed_trigger_and_condition.png

Add a Condition Group

In addition to defining individual conditions that activate a trigger, you can create a condition group that combines several related conditions. Condition groups allow you to organize complex conditions for the sake of visibility (for example, you might have three AND conditions that must be met and five OR conditions that can be met, which can be organized in two separate groups).

  1. In the Activate Trigger When section, select + AND. The condition options dropdown displays.

    condition_group_add_and.png

  2. Select New Condition Group. A new condition group section displays.

    condition_group_select.png

  3. Select the default name, New Conditions Group, or the pencil icon, blue_edit_pencil.png, to rename the condition group.

    condition_group_rename_group.png

  4. Select the dropdown to choose to run the trigger when All or At least one of the conditions are met. This option defaults to All.

    Selecting All makes the condition inclusive, adding an + AND button to the bottom of the section, while selecting At least one makes the conditions exclusive, adding an + OR button.

    condition_group_all_or_at_least_one.png

  5. Follow the process of adding a new condition as described in Set New Condition.

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