Add a Trigger & Transition to a State

To add a trigger and transition to a state:

  1. Click the icon in the top bar Data Model> Object Types section.
  2. Enter and/or select the object type’s name 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 (if there are multiple).
  4. Click Add Trigger below the state to which you want to add the trigger.
  5. From the Type dropdown menu, select either Button, Timed, or Consume Orchestration Event.

Graphical user interface, text, application, email

Description automatically generatedThe Add Trigger palette.

  1. In the Name field, enter a name for the trigger.
    • If you select the Button type, users can click on it for configurable forms.
  1. Optional: In the Description field, describe the trigger or enter other relevant information (e.g., its destination state).
    • Button trigger type: a description appears when you click the icon next to the trigger in creating a configurable form. This will help you identify the trigger’s associated state and transition.
  1. 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 enter a hex color (e.g., #2C82C9) into this field to set a button color.
  1. Optional: In the Name field, enter a variable name.  
    • By default, the field or formula’s unique ID is automatically populated. 
If you selectedThen

Timed trigger type

  • Select Nightly from the Frequency dropdown menu.

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.
    • Options will appear in this dropdown, only if an event action has been previously created using a data definition with the object type, you're currently configuring.
    • Read more here: Add an Orchestration Event Action on a Transition
  1. Click Create.
  2. On the Edit Workflow page, click the new trigger below the relevant state to open the Edit Trigger palette.
  3. Click Add Transition.

Graphical user interface, text, application, email

Description automatically generatedThe Edit Trigger palette.

  1. In the Name field, enter a name for the transition.
  2. From the Destination State dropdown menu, select the state the object should move to.
  3. Optional: Click Bypass Required Fields to enable the transition, despite any required fields being empty.

Graphical user interface, text, application, email

Description automatically generatedThe Bypass Required Fields toggle.