System events use automatic triggers. For automatic triggers, the system checks the value of the field specified in the trigger each time information is saved on the associated entity.
Note: An event can only be triggered when the event is marked as active.
When you select a trigger, the system displays additional fields depending on the trigger selected. The following table describes the fields that are displayed with the selection of each trigger and how to use each field.
Trigger |
Fields Displayed |
Description |
Any Change |
Field |
The system watches for any change to the value in the field you specify. Click the arrow in the Field box, and select the field you want the system to watch. |
Compare To Another Field |
Field |
The system watches for a change to the field as compared to the value in another field. Click the arrow in the Field box, and select the field you want the system to watch. |
Operator |
The operator determines how the system compares the data in the field to the specified value. The type of field you selected determines which operators are available. For example, if you selected a numeric field, operators can include Is Equal To, Less Than, and Greater Than. If you selected a date field, operators can include Is On, Is Earlier Than, or Is Later. Click the arrow in the Operator box, and select the way you want the system to compare the data to the other field. |
|
Field |
Click the arrow in the second Field box, and select the field you want the system to use as a comparison to the first field. |
|
+/- |
When you are comparing numeric or date fields, you can specify that a number should be added to or subtracted from the value in the comparison field before the comparison is made. Click the arrow in the next box in the row, and select + or – from the drop-down menu. In the Number field, enter the value that will be added or subtracted. |
|
Number |
Enter a value in the Number field that will be added to or subtracted from the value in the comparison field. |
|
Compare To Current Date |
Field |
The system watches for a change to the date field as compared to the current date. The system will also check once a day to see if the change in date from the previous day makes the condition true. Click the arrow in the Field box, and select the field you want the system to watch. |
Operator |
The operator determines how the system compares the date in the field to the current date. When comparing date fields, operators can include Is On, Is Earlier Than, or Is Later. Click the arrow in the Operator box, and select the way you want the system to compare the field to the current date. |
|
Current Date |
The system automatically inserts the current date. |
|
+/- |
You can specify that a number should be added to or subtracted from the current date before the comparison is made. Click the arrow in the next box in the row, and select + or – from the drop-down menu. In the Number field, enter the value that will be added or subtracted. |
|
Number |
Enter a value in the Number field that will be added to or subtracted from the current date. |
|
Specific Value |
Field |
The system watches for a change to the value in this field as compared to a specific value. Click the arrow in the Field box, and select the field you want the system to watch. |
Operator |
The operator determines how the system compares the data in the field to the specified value. Operators can include Is Equal To, Less Than, and Greater Than. Click the arrow in the Operator box, and select the way you want the system to compare the data to the specified value. |
|
Value |
In the Value field, enter the value that will trigger the event. |
|
Value In Set |
Field |
The system watches for a change to the field to see if it matches one of values entered in the Values field. |
Values |
In the Values field, enter the values that will be used for the comparison, separated by commas.
|
|
Additional Condition |
Trigger |
When the Additional Condition check box is selected, the system requires satisfaction of an additional condition in order to trigger the event. Click the arrow in the second Trigger box, and select one of the following conditions as part of the trigger: Compare to Another Field, Compare to Current Date, Specific Value, or Value In Set. The system displays additional fields depending on the condition you selected. Refer to the appropriate entry in this table for a description of the fields displayed. |