Since the rules function on a trigger-action principle, each rule needs to have a determined trigger that will spark an action. To trigger an action, these trigger-related fields need to be specified: Trigger type, Trigger source and Trigger on target change. Here is a detailed explanation of the required Trigger type, Trigger source and Trigger on target change fields and their values.
Trigger type #
Trigger type refers to a type of event that triggers the rule execution. Select one of the following options:
- Object created: If this option is selected, the rule will be executed on the creation of the source object.
- Object changed (default): If this option is selected, the rule will be executed when any change is made to the source object. The Monitored properties field opens up.
- Object metadata changed:
- Object changed state: If this option is selected, the rule will be executed when the source object changes workflow state.
- Object entered state: If this option is selected, the rule will be executed when the source object enters a specific workflow state.
- Object left state: If this option is selected, the rule will be executed when the source object leaves a specific workflow state.
- On comment: If this option is selected, the rule will run whenever a comment is added to the source object.
- Scheduled:
- RunOnce: If this option is selected, the rule will be run only once and on all matching objects in the vault.
- Orchestrated:
Monitored properties #
Monitored properties is an optional field displayed only when Trigger type is Object changed. It is used to specify one or more properties on the source object whose change will trigger rule execution. It filters monitoring the source object by one or more desired properties. If you don’t want to trigger a rule on any change to the source object, you can specify one or more properties to monitor and trigger the rule execution. Optional filter by properties on source object whose change triggers rule execution.
- Expand Monitored properties.
- Click on Add Monitored property condition.
- Expand Monitored property condition [1].
By default, the Property and Monitor Type fields open up.
Property #
Specifies the property whose value will be checked. Select from the drop-down list.
Monitor Type #
Controls how property will be monitored. It has two options: AnyChange and WithCondition.
- AnyChange (default): If selected, all changes will be monitored and the rule will be triggered on any property change.
- WithCondition: If selected, the rule will be triggered on property change only if specified condition is satisfied. This option opens up additional fields: Value from, Operator, Value.
Value from #
Displayed only when Monitor type is WithCondition.
Monitored property condition [1] > Monitor Type: WithCondition > Value from
Value from is to execute condition for property value in selected object version:
- CurrentVersion (default)
- PreviousVersion
Operator #
Displayed only when Monitor type is WithCondition.
Monitored property condition [1] > Monitor Type: WithCondition > Operator
Operator for monitored property condition. Operator to apply in comparison of actual and expected property value. Operator to use for comparing actual and expected property value. One of the following: = (default), =!, <, >, <=, >=, Contains, Does not contain, Starts with, Does not start with. (pojasniti detaljnije u uvodu??)
Value #
Displayed only when Monitor type is WithCondition.
Monitored property condition [1] > Monitor Type: WithCondition > Value
Property value to use in condition. Can be static or dynamic (from current object). When expanded, the Mode field opens up. Pojasniti što tu treba upisati?!
Mode #
Displayed only when Monitor type is WithCondition.
Monitored property condition [1] > Monitor Type: WithCondition > Value > Mode
Choose between options. Specify value.
Trigger on target change #
The Trigger on target change field specifies the object whose change will trigger rule execution. Select one of the options:
- Yes (default): The rule will be triggered on source and target object change.
- No: The rule will be triggered only on source object change.
Trigger source #
For event-based triggers, the Trigger source filters define the source object whose change will trigger rule execution. For the Scheduled and RunOnce trigger types, these filters will be used to find objects on which the rule will be executed. Populate all of these fields or needed ones to define the source object. These fields are available: Object type, Class, Workflow, Workflow state, as well as optional Search filters and Dynamic search filters.
Object type #
Object type of the source object. (pojasniti što tu treba, što znači referenced by)
Class #
Class of the source object.
Workflow #
Workflow of the source object. If Object type is related to the state, this value needs to be specified.
Workflow state #
Workflow state of the source object.
NOTE! If you have entered a workflow state, you must also enter the workflow above.
Look in #
(Pojavi se kada postaviš workflow unutar trigger source, ali ima ga u ruleovima gdje nije postavljen workflow, već samo object type) Look in defines whether the source object must match the specified conditions in the current version or any version in history. Choose between two options:
- LatestObjVersion (default): If this option is selected, the current object version must match the specified conditions for the object to be treated as a source for this rule.
- AllObjVersions: If this option is selected, any object version must match the specified conditions for the object to be treated as a source for this rule.
Search filters #
Under the Trigger source field, there are optional search filters to specify the search conditions. Optional search filters that the object must match. NOTE! Multiple filters are combined with OR operator, meaning that the rule will be triggered if either of the filters is active. Multiple conditions under one filter are connected with AND operator, meaning that all need to be conditioned to trigger the rule. (Treba li ovdje istaknuti note ili ne?)
- Expand Search filters.
- Click on Add Filter.
- Expand Filter [1].
The Search conditions field opens up.
Search conditions #
Search filters > Search conditions
Search conditions: pojasniti ovdje ili negdje generalno u uvodu? Optional additional conditions that source object needs to satisfy. Conditions inside a single filter are combined with AND, while multiple filters are combined with OR operator. Put conditions for certain properties that are only static. You can put only static values for one property – date, text, number…
Dynamic search filters #
Under the Trigger source field, there are optional dynamic search filters to specify the search conditions.Optional dynamic search filters that the object must match. Multiple filters are combined with OR operator. Here you can condition two properties, e.g. when the start date is after the end date.
- Expand Dynamic search filters.
- Click on Add Dynamic search filter.
- Expand Dynamic search filter [1].
Additional fields open up: Property and Operator. Kada se izabere Property, otvori se još i Value + Mode (No action, Dynamic, Static, Empty value – objašnjeno dolje). (Ovdje se sve četiri opcije mogu linkati na već postojeće objašnjenje, npr. Click a field name to see the description.)
Property #
Trigger source > Dynamic search filters > Dynamic search filter [1] > Property
Property whose value will be checked. Select from the drop-down list.
Operator #
Trigger source > Dynamic search filters > Operator
Operator to apply in comparison of actual and expected property value. One of the following: = (default), =!, <, >, <=, >=, Contains, Does not contain, Starts with, Does not start with. (pojasniti detaljnije u uvodu??; linkati na već objašnjeno jer se ponavlja)
Value #
Trigger source > Dynamic search filters > Dynamic search filter [1] > Value
Expected property value. Can be static or dynamic. When expanded, the Mode field opens up. Pojasniti što tu treba upisati?!
Mode #
Trigger source > Dynamic search filters > Dynamic search filter [1] > Value > Mode
Choose between options. Specify value.