Workflow Trigger - Triggered by Worksheet
A worksheet trigger allows a workflow to continuously monitor a specific worksheet. Once data changes occur in the worksheet, the workflow automatically executes the configured actions.
Every automated workflow requires a trigger to start the process. As the first node of a workflow, the trigger is also known as the start node, trigger, or trigger node.
A worksheet trigger requires the following configurations:
- Trigger Worksheet
- Trigger Event
- Trigger Conditions
Trigger Worksheet:
Select a worksheet to monitor. Once a record in the worksheet is created, updated, or deleted, the workflow can be triggered.
Trigger Event:
Defines which type of data change will trigger the workflow, including creating records, updating records, or deleting records.
Trigger Conditions:
Filter records based on specific conditions. Only records that meet the conditions will enter the workflow.
Configure the trigger as follows:
- Select the worksheet to monitor.
- Select a trigger event.
- Configure record filter conditions.
Trigger Events
When a Record Is Created or Updated
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If trigger fields are configured, the workflow will only be triggered when the selected fields are filled in or modified. This helps reduce unnecessary workflow executions.
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Multiple trigger fields can be selected.
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If no trigger fields are selected, any record creation or update in the worksheet will trigger the workflow.
When a Record Is Created
The workflow is triggered whenever a new record is added to the worksheet.
3. When a Record Is Updated
The workflow is triggered only when an existing record is updated.
You can specify trigger fields to determine which field changes can trigger the workflow.
4. When a Record Is Deleted
The workflow is triggered after a record is deleted.
Trigger Conditions
Trigger conditions allow you to define which records should enter the workflow.
Example: Only send orders with an amount greater than 10,000 to the approval process.
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