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Configuring triggers

1. Choose Tools > Administration > Automation Rules.

The Configure Automation Rules dialog box opens.

2. Click the Triggers tab.

3. Select an item Type. The items change based on the selected type.

Triggers are displayed in groups that correspond with the activity that causes the trigger to run. Within each group, before save triggers are displayed, followed by the default trigger for the activity, and after save triggers.

Note: Triggers do not run for invalid rules, which are displayed in gray. For example, a trigger becomes invalid if the filter used in the rule is deleted. You can edit an invalid rule to correct the problem.

4. Click Add to create a trigger. See Adding triggers.

5. Click Add Default to create a default trigger. See Adding default triggers.

6. Select a trigger and click Edit to change it. See Editing triggers.

7. Select a trigger and click Inactivate to inactivate it. See Inactivating triggers.

8. Select a before save trigger and click Top, Move Up, Move Down, or Bottom to reorder it.

The default trigger and after save triggers cannot be reordered.

9. Select a trigger and click Delete to delete it. See Deleting triggers.

10. Click OK to save the changes.

 

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