Add a Trigger & Transition to a State

A trigger is what causes an object to move from one state to another. There are three types of triggers:

  • Button: These triggers are added to configurable forms as buttons that a user clicks to move the object from its current state to another state (e.g. clicking the Submit for Review trigger on a form will move the object to the In Review state).
  • Timed: Moves an object to a specified state and can perform actions on a nightly basis. For example, you can create a trigger that notifies users that a deadline is overdue or remind users to launch an assessment on a particular day. This trigger type cannot be added to the creation state. See the Timed Triggers & Nightly Emails Schedule article for more information on when these triggers are executed.
    If a single state contains multiple timed triggers with conditions, you must create separate transitions for each timed trigger.
  • Consume Orchestration Event:  This trigger uses an existing Send Orchestration Event action on another state or object type to automatically transition an object to another predefined state (e.g. Closing an audit object will also automatically close all issue objects in an Open state). Note that this trigger type cannot be added to the Creation state.  

The state an object is moved to is specified by creating a transition on the trigger. On that transition, you can create actions that perform certain functions once the object has moved to the next state or conditions that define certain requirements that must be met before an object is moved to the next state and/or an action is performed. See the Actions on Transitions category and the Add a Condition to a Transition article for more information. Multiple triggers and transitions can be saved to a single state.

All triggers must have transitions saved to them in order to successfully move the object from state to state.
The Creation state with a trigger configured to transition to the object to the Draft state.
A configurable form for the Incident object type. The Save as Draft button is a trigger that, once clicked, will move the object to another state. In this case, the object is moved to the Draft state.

To add a trigger and transition to a state:

  1. Click the icon in the top bar > Object Types in the Data Model section.
  2. Click the object type or enter the name of the object type in the Search field, then click it to display the Edit Object Type page.
  3. Click Configure Workflow (if only one workflow exists) or select the appropriate workflow.
  4. Click Add Trigger below the state you want to add the trigger to.
  5. Select either Button, Timed, or Consume Orchestration Event from the Type dropdown menu.
    The Add Trigger palette.
  6. Enter a name for the trigger in Name field. If you selected the Button type, this will appear as a button for users to click on configurable forms.
  7. Optional: Enter a description of the trigger or include other information, such as its destination state, in the Description field. For the Button trigger type, a description will appear when clicking the icon next to the trigger when creating a configurable form and will help you identify which state and transition the trigger is associated with.
  8. Optional: Click the Color dropdown menu to reveal the color picker and select a new color for the button as it will appear on a form. You can also type a hex color into this field to select a color.
  9. If you selected the Timed trigger type, select Nightly from the Frequency dropdown menu.
  10. If you selected the Consume Orchestration Event trigger type, select a previously created event action from the Orchestration Event dropdown menu. If you have not yet created an event action, you can leave this field blank and edit the trigger once an event is created. Note that options will appear in this dropdown only if an event action has been previously created using a data definition that includes the object type you're currently configuring. See Add an Orchestration Event Action on a Transition for more information.
  11. Click Create.
  12. Click the new trigger below the state on the Edit Workflow page to open the Edit Trigger palette.
  13. Click Add Transition.
    The Edit Trigger palette.
  14. Enter a name for the transition in the Name field.
  15. From the Destination State dropdown menu, select the state the object should move to.
    Selecting the destination state for a new transition on a button trigger.
  16. Click Create.
  17. Follow the steps above to create additional triggers and transitions as needed.

Once a trigger and transition has been created, you can add conditions or actions to that transition.