At the heart of the canvas, you'll find the Trigger Node, which serves as the starting point for your workflow. Here, you define the initial conditions that will set your workflow in motion.
Understanding Conditions for Trigger
Below is an explanation of the system automation where triggers and actions can be configured based on specific conditions:
Workflow Trigger Setup
- When: A new member is added to the workflow.
- This is the default trigger condition that initiates the workflow, and it cannot be changed.
Field Selection for Workflow Trigger
You can select fields based on the chosen entity to set conditions for when a workflow should be triggered. If you selected a candidate as the entity, fields related to that entity, such as "first name," "primary department." id," "phone," etc., will appear.
Field Value Conditions
There are two parts that you can configure: Having Value and Changed To.
Having Value |
Any Value | The trigger will activate regardless of the initial value, as the system considers any current value valid. |
| Specific Value | The trigger will activate only if the initial value matches a specific value. | |
| Specific Starting Value | This option allows you to set the initial value of a specific field that you want to track. | |
Changed To |
Any Value | The trigger will activate when the initial value changes to any value. |
| Specific Value | The trigger will activate only if the initial name changes to a specific value. | |
| Specific Starting Value | This option allows you to define the field value that should be changed to trigger the workflow. |
For example: After a candidate finishes their interview, it’s important to stay in touch so they feel connected and informed. To make this easy, the system can automatically send a follow-up message whenever the candidate’s status changes from any value to Interview.
| Trigger Rule | Follow-up |
| When the status changes from any value to Interview. | The system automatically sends a message to the candidate to keep them informed and interested. |
You can also remove the conditions by clicking the cross(x) button.
Note: The values are data type-specific. For example, if the entity attribute is of the date datatype, then the date selector will be present.
Valid Combinations:
| Any Value → Specific Value | The system will change any current value to the specific value you choose. |
| Specific Value → Specific Value | The system will change one specific value to another specific value. |
| Specific Value → Any Value | The system will change one specific value to any current value. |
Invalid Combinations:
| Any Value → Any Value | This is not allowed, as the system cannot change unspecified values to another unspecified value. |