Project Automation - Triggers

Triggers are events that are called upon a transaction to automate workflow. These triggers can be accessed within the Project Workflow view.

Admin Viwes → Project Admin → Project Workflow

Each process in the pipeline can have their own triggers. Right clicking on a process and choosing show notification/trigger option will open a tab to define a trigger for that specific process.

The trigger tab will also display the assigned process. Clicking the insert button will open the trigger UI.

Title	Title of the trigger.
Description	Description of the trigger.
Unique Code	[multiblock cell omitted]
Event	Drop down list of trigger events. This event is where the trigger is called.
Action	The action is what the event will

EVENT

The Events drop down list provides a wide range of different triggers.

Depending on the trigger the Event box may show additional options.

A new note is added - This Event will be called when a new note is inserted into the process.

A task status is changed - This event will be called when a status is changed. The event box also gives a additional option to choose specific status.

A task is assigned - This event will be called when any task in the specified process is assigned.

Files are checked in - This event will be called when there is a checkin to the specified trigger. This event also gives a additional option to choose what process the action will effect.

Files are checked out- This event will be called when there is a checkout to the specified trigger.

Cusom Event -

ACTION

The Action drop down list provides a series of predifined actions that work with the above events.

Send a notification - See project automation notification docs.

Update another task status - This action will update a task status. This action also opens additional options to update status of current and other process of the pipeline as well as the option of status.

Create another task - This Action will create a task upon event. This action also opens additional options to choose from creating a task in current or next process.

Run python code - This Action will run python code upon event. The action box opens additional options to name and insert a python code.

Run python trigger - This Action will run python trigger upon event. The action box opens additional option to insert the name of the trigger. These can be custom written scripts that can be called from Tactic’s API.

When satisfied with the options set to run a trigger, the trigger must be saved in order to be applied. When the trigger is saved the title of the trigger will appear benieth the triggers panel.

There are no limitations of how many triggers you can have. Each process can have multiple triggers applied.