Pre-requisites:
You must have the 'Manage Workflow Rules' role privilege on the project where a workflow trigger needs to be created.
The steps to create a workflow trigger event on a custom object are as mentioned below:
You can configure a workflow trigger for custom objects immediately after publishing a workflow from the workflow designer. You will receive a prompt message stating, 'Do you want to configure a Trigger now?'. Click the 'Yes' option and follow the steps below from step number 3 onward.
1. Navigate to the 'Workflows' tab and select the project.
2. Click the 'Create Trigger' button at the top right.
Alternatively, right-click the project name and select the 'Create Trigger' option.
3. Enter the required details for all the mandatory fields in the 'Configure Trigger' screen:
3.1. Name - Name of the trigger.
3.2. Priority - Only one running workflow is allowed on a document at any time. Below are the key factors to be considered while setting the priority of a workflow:
A new workflow can only commence once the previous workflow has been completed.
The 'Priority' field determines which trigger takes precedence when multiple triggers have matching conditions. The triggers with a higher priority will be kicked off first, followed by those with lower priorities, which will be triggered sequentially.
All the triggers configured with the system task event will execute, while only one trigger with the workflow definition event will execute.
If multiple triggers have matching conditions and priorities, then any one of them will get kicked off. If this particular trigger fails, the next trigger with a matching condition will be initiated immediately.
3.3. Description - A brief description of the trigger to be created.
3.4. Context - Select 'Custom Object' as the trigger context.
3.5. Custom Object Template - Select the 'ISS Issue' option and continue.
3.6. Trigger Conditions - You can create various trigger conditions using 'AND' / 'OR' (Logical Operators).
Workflow triggers for custom objects can be created based on CustomObject Status.
The rule is the single logical statement derived from the conditions defined by the user.
The trigger is executed based on this statement under different matching conditions. You can see the actual rule (statement) that will get applied based on the conditions defined for workflow trigger just like below:
Different brackets and text colours used to present the 'Applied Rule' can help you understand how the workflow trigger would get applied based on the conditions entered, regardless of the complexity of the rule.
Working of logical operators:-
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<Condition 1> <logical operator (AND)> <Condition 2>
Description:- For 'AND' logical operator, both conditions must be satisfied (true).
<Condition 1> <logical operator (OR)> <Condition 2>
Description:- For 'OR' logical operator, any condition should be satisfied (true).
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If I want the workflow to trigger when a new issue is created with 'Open' status, I need to select:
Condition One: CustomObject Status is equal to 'Open'
You can use further combinations of logical operators to cover a business process.
3.7. Trigger Event - Select an appropriate event which should trigger the workflow (as configured by the user). The trigger event can be:
Event Name | Description | Supported Task Mode | Support for Groovy Script |
Create Custom Object | When a new custom object is created | Post | Yes |
Update Custom Object | When an existing custom object is updated | Post | Yes |
3.8. Task Mode - Select the task mode for which this trigger will be used.
Post - An event that occurs following the completion of the desired event, such as creating a custom object. The 'Post' task mode is available for all custom object events.
3.9. Task - Choose the appropriate system task if this trigger pertains to an independent system task, or choose the relevant workflow definition if this trigger relates to a workflow.
4. Click 'Create' to create a trigger event for the workflow on the selected custom object.
Next Article: Navigate to Workflow Instances