With Triggers, you can set up automated actions that are executed on a specified event; for example, anytime a person joins a team, they will automatically be sent a welcome email and assigned an onboarding Workflow. As an admin, you can create triggers that will be added to every Item that is created in a Module.
To access a Module's triggers, go to Settings > Modules > Triggers to start setting them up.
Click on "Add a new Trigger" and you will need to give it a name and select what the Trigger action is from a drop-down list which includes:
- Add a member
- Remove a member
- Create Item
- Delete Item
- Archive Item
- Unarchive Item
- Visibility change
- Status change
- Metric change
After choosing an action, you can then create reactionary steps. The options within Qatalog are the following:
- Send email
- Create Post
- Assign Workflow
- Create Task
- Send HTTP request
- Create a new Item in one of your existing Modules.
You will also be able to trigger reactions from your integrations like posting to a Slack channel or creating a Jira ticket.
Who can create Triggers?
- General users can create Triggers, but only on an item level; i.e. only on items they are owners or admins of.
- Admins can create item level Triggers, as well as Module level Triggers as explained above; i.e. Triggers that are automatically added to every Item created in a Module.
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