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Field

Description

Select field

Select the object from the dropdown to which you wish to set the custom trigger for. Expand the object by clicking on the + icon to list all its fields under each object. Once you select the field, it will add it on to the criteria builder area.
Example:
In the screenshot, in line 1, the object > Case Details + the field > Investigation Status has been selected in the first line.
You may then use the operators as explained below, and build the function you wish, to create your customised trigger.

Values

If the above selected field has several values assigned to it (e.g. in a dropdown), this will list under the values dropdown. These values can be used with the EQUAL or NOT EQUAL operators to use in your customised function.
Example:
In the screenshot, in line 1, the object > Case Details + the field > Investigation Status has been selected and the EQUAL operator has been selected, and the Value dropdown has been selected as 'Not Started'.

Operators

  • AND – Use this operator to denote that whatever follows this, will have to be fulfilled too, in order to trigger the notification.
    Example:
    ({IncidentObject.IncidentStatus}='Complete')AND
    ({IncidentObject.IncidentStatus}='In Progress')

  • OR – Use this operator to denote that whatever criteria mentioned before this or after this requires to be fulfilled, in order to trigger the notification.
    Example:
    ({IncidentObject.IncidentStatus}='Complete')OR
    ({IncidentObject.IncidentStatus}='In Progress')

  • EQUAL – Use this operator to add an = sign to trigger a notification if it equates the field to a selected value.
    Example:
    ({IncidentObject.IncidentStatus}='Complete')

  • NOT EQUAL – Use this operator to add a != sign to trigger a notification if it does not equate the field to a selected value.
    Example:
    ({IncidentObject.IncidentStatus}!='Complete')

  • ( ) – Use these bracket operators to group several functions when using multiple trigger criteria.
    Example:
    (({IncidentObject.IncidentStatus}='Complete')AND
    ({IncidentObject.IncidentStatus}='In Progress'))
    OR({IncidentObject.IncidentStatus}='N/A')

  • CHANGE – Use this operator when you want to trigger a notification whenever a field is changed to any value (unlike in EQUAL and NOT EQUAL, where it will trigger only when equal/not equal to a specified value). The 'Change' syntax should be written as follows:
    {CHANGE.objectname.fieldname} for this to function correctly.

  • BEFORE / AFTER – Use these operators to trigger notifications based on custom date fields. See section Triggering Notifications based on Custom Date Fields below, for more details.
    Examples:

    Trigger notification 5 days before the incident close due date.

    • ({BEFORE(CloseObject.CloseIncidentDueDate,5,DAY)})

    Trigger notification after 5 days from the incident close due date.

    • ({AFTER(CloseObject.CloseIncidentDueDate,5,DAY)})

    To trigger the notification on the incident close due date you can use any of the below:

    • ({BEFORE(CloseObject.CloseIncidentDueDate,0,HOUR)}) or

      ({BEFORE(CloseObject.CloseIncidentDueDate,0,DAY)}) or

      ({AFTER(CloseObject.CloseIncidentDueDate,0,DAY)})

Info

Note: It is important to NOT leave any spaces when building a custom function, except when referring to a value within a quotation mark (e.g. 'Not Started'). The trigger will not work if any spaces are used in the Custom Trigger function.

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