✨ 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
Go to your Open Work Orders screen.
In the sidebar, click Modeling > Workflows.
Select the workflow you want to edit.
Click the Edit button at the top of the page.
Click the step you want to attach a trigger to.
On the right-hand panel, go to Flow Control.
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.)