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How-To: Add or Edit a Trigger
How-To: Add or Edit a Trigger
Alex Merkin avatar
Written by Alex Merkin
Updated this week

✨ What are Triggers?

Triggers let you automate what happens when a specific step in a workflow is completed — from setting values to creating work orders or sending alerts.


🛠 How to Add or Edit a Trigger

  1. Go to your Open Work Orders screen.

  2. In the sidebar, click Modeling > Workflows.

  3. Select the workflow you want to edit.

  4. Click the Edit button at the top of the page.

  5. Click the step you want to attach a trigger to.

  6. On the right-hand panel, go to Flow Control.

  7. Click the + next to Triggers.

You’re now in the Trigger Editor.


🧩 Inside the Trigger Editor

1. Trigger Name

Give it a clear name so you know exactly what it does later.

2. When

Choose when the trigger should activate:

  • Step is Opened

  • Step is Signed

  • Step is Closed

  • Step is Unsigned

3. Conditions (Optional)

Click Conditions Wizard to add extra filters:

  • Choose a field, variable, or step.

  • Add an operator (equals, contains, etc.).

  • Define the value.

This ensures your trigger fires only under specific conditions.

4. Then: Add Actions

Click + to define what happens when the trigger runs.
(See full list of actions in the article below.)


✅ Pro Tip: Test your trigger before using it live. Try it in a draft workflow to see how it behaves.

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