Configuring Triggers
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Triggers Overview
"Triggers" are how cases are created.A "case" is a unique record created within your project, usually the result of a survey being completed. ...
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Creating a Trigger
From the Triggers List page, select the Create trigger button. Provide a descriptive name to describe the trigger (typically this will be similar to your fil...
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Assigning Users and Groups
The workflow selected determines which roles are relevant for this case. By default no users are assigned as part of these roles.Select the Add link, a new w...
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Enabling a Trigger
When you change a trigger status from to , a dialog is displayed:Setting the Trigger Start DateThis determines whether the trigger is to evaluate responses ...
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Triggers List
The Triggers List page provides a list of all triggers for your project. Here is a summary of all the functionality available:Pause / Resume All Triggers - p...
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Pausing, Editing and Deleting Triggers
Pause or Resume All TriggersThis provides a way to pause all triggers without individually turning each trigger . If you choose to pause all triggers, a PAUS...