Edit Automation Trigger Expressions
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Expression triggers can be edited two ways:
- By filling in the parts of the trigger that are underlined in orange
- By extending the trigger and defining filters in the right-hand panel
Any edits to a trigger only impacts records after the edits are saved.
Fill in the Underlined Part of the Trigger
- Click
>Automation Manager. - Click Create Automation.
- Search for and select a trigger. For example, Create or edit records after a child record is edited.
- In the trigger, select a record from the list.
You can continue editing by extending the trigger.
Extend the Trigger
- Click >Automation Manager.
- Click Create Automation.
- Search for and select an event-based trigger. For example, Create or edit records after a labor history record is created.
- Click on the trigger.
- Set the properties.