The different types of triggers
What is a trigger?
A trigger is an event that occurs in the system. By selecting a trigger, you will be able to execute one or more actions.
To find triggers, you need to :
- Go to your program's "Automation" menu and click on "Add a rule".
For your automation to work properly, triggers must be followed by an operation. It is the operation that will give the action to follow when an event occurs.
We have several triggers :
- Response created : this rule is triggered when a new response is created.
- Response deleted : this rule is triggered when a response deleted.
- Response validated : this rule is triggered when a final sending step is validated.
- Response awaiting validation : this rule is triggered when a definitive sending step is awaiting validation.
- Response rejected : this rule is triggered when a final send step is rejected.
- Response submitted : this rule is triggered when a final send step is validated.
- Message received : This rule is triggered when the administrator received a new message from a candidate.
- Tagged response : This rule is triggered when a tag is applied to an application
- Commented application : This rule is triggered when a comment is added to an application
- Request for deletion of a deposit : This rule is triggered when an applicant makes a deletion request for a deposit.
- Scheduled date : This rule will run on the scheduled date. You must select the repositories on which the rule is to run.
- Payment received : This rule is triggered when a candidate made a successfully payment.
- Evaluation completed : This rule is triggered when a reviewer has evaluated an application
For your automation to work properly, triggers must be followed by an operation. It's this operation that gives the action to be taken when an event occurs.
The other triggers are easy to use in the classic way, but in the case of the “Planned date” and “Evaluation completed” triggers, there is some information to enter.
Scheduled date
- To activate automation with the “Scheduled date” trigger, select the “Scheduled date” trigger.
Next :
- Choose the date on which the rule will run
- Filter the depots affected by this rule: Column, condition and value
- You will then need to select an action by clicking on the “Add an operation” button.
- You have access to this interface, and depending on the operation you've chosen, you'll need to configure the parameters to finalize your automation setup.
Evaluation complete
- To activate automation with the “Evaluation complete” trigger, select the “Evaluation complete” trigger.
Then :
- Select the evaluation session
- Select an action
- You will then need to select an action by clicking on the “Add an operation” button.
- You have access to this interface, and depending on the operation you've chosen, you'll need to configure the parameters to finalize your automation setup.
See our other articles on the subject for more information :
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