Introduction to Triggers

What is this article about?

• Learn how to configure automations to enhance your business operations using Logward's No-Code component 'Triggers'

Who is this article for?

• Account admins and users with the AddOn Permission to create Triggers

A trigger in automation is a set of conditions or events that automatically initiate a task or process, eliminating the need for manual action. In essence, it acts as a signal that starts an action, based on predefined criteria.

For example, automatically send a payment reminder to your supplier when an invoice is overdue.

Key Characteristics of Triggers:

• Triggers are specific to individual tables and can be managed within each table.
• A single table can have multiple triggers, but they do not interact across different tables.
• Triggers are activated when specified conditions are met, causing the configured actions to execute.
• Each trigger configuration can include multiple conditions and actions.
• A trigger executes all actions for every object that meets the specified conditions.

1. Trigger: A trigger is a combination of predefined conditions or events that automatically execute specific actions for any object that meets the set criteria.
2. Condition: Conditions are individual rules within a trigger configuration that determine which objects the actions will apply to. These rules follow a simple format: field-operator-value.
3. Action: When a trigger is activated, it instructs the system to carry out specific tasks for objects that meet the conditions. Actions are typically repetitive tasks you want to automate without manual intervention, such as sending emails, creating new objects, or updating information in existing ones.
4. Schedule: Actions can be scheduled using a cron expression or relative to another field within the same table. Scheduled triggers run automatically at predefined times, without the need for another manual activation.

Triggers help streamline operations by automatically handling repetitive tasks or responding to events, reducing the need for manual intervention and increasing efficiency in logistics processes. Here is some inspiration on what you can easily set up yourself, using triggers:

• Trigger Condition: A sales order is received and confirmed.
• Action: Automatically send Web Request with the order details to the warehouse ERP system  to generate a pick-up list, update inventory levels, and start the packing process.

• Trigger Condition: A delivery time slot at the warehouse is booked.
• Action: Automatically run Workflow to pick the correct ramp and calculate the length of the required time slot.

• Trigger Condition: A purchase order is ready to be shipped.
• Action: Automatically send SFTP to generate a predefined file with a booking request to the freight forwarder.

• Trigger Condition: A shipment's planned arrival date is postponed. 
  
• Action: Automatically send an Email notification to the consignee and inform of the new ETA date.

This guide is part of a series. For more insights into how to set up triggers have a look into the related articles below.

If you have additional questions, please do not hesitate to reach out to us at: [email protected]