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Match Conditions

The Match Conditions trigger activates when any item matched the "if" criteria you defined for the trigger. It runs on both new and existing items, provided they meet the defined conditions.

The conditions available in this trigger are detailed in Conditions.

match_coditions_trigger_panel.png

Name the Trigger

Select the trigger title or the blue pencil 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 blue pencil icon, blue_edit_pencil.png, and select the new trigger type from the Change Type To dropdown.

change_trigger_type_pencil_icon.png

Run Settings

  • Run only once - Select this option if you only want any given item to run through the workflow once and never again. This is useful if you know an item will only need to run through a particular set of actions once, even if the matching criteria change in the future (for example, if you're altering the format of a text item, you would likely not want item to re-run through the module logic). This option defaults to not selected.

  • Run also on inner items - Select this option if you want all inner-items contained within an item to run through the workflow. If selected, the module will treat each inner-item in the same way as the parent item.

match_coditions_trigger_run_settings.png

Activate Trigger When

This section is where you define the conditions that activate the trigger.

Conditions Met Dropdown

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.

match_coditions_trigger_active_trigger_when.png

Set New Condition

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 Tonkean 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 an another Activate Trigger When condition, select + AND and repeat the process.

match_coditions_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.