Create custom trigger types

Create your own trigger type during the rule creation process that is specific to your organization for improved Proactive Triggers usage.

始める前に

Role required: sn_pt.proactive_admin or admin

このタスクについて

For a more advanced configuration, create your own custom trigger types. You can create custom trigger types through two different paths.

1. Through the View All button next to the Trigger types field in Conversational Interfaces > Settings > General > Proactive triggers.
2. Through the rule creation process.

手順

1. Navigate to Conversational Interfaces > Settings > General, and then select View All next to the Rules field in Proactive Triggers.
2. Select New to display the Proactive Rule form.
3. Next to the Trigger type field, select the create new trigger type icon ().
4. On the form, fill in the fields.

   表 : 1. Proactive Triggers Create Trigger Type form

   Field	Description
   Name	Name of the custom trigger type.
   ID	System-generated, read-only ID required for API calls. This ID is only displayed after you've submitted the new trigger type and you view the trigger record.
   Description	Trigger type description.
   Order	Trigger run order whenever two rules conflict in the same time frame. The lowest number is evaluated first when multiple triggers are running at the same time.
   Active	Option to activate the trigger type so that it’s available as a trigger type when creating a rule.
   Trigger table	The table referenced in the rule condition builder. Only one trigger type can exist for the same referenced table. For example, if you try to create a trigger type referencing the Knowledge [kb_knowledge] table with a Web browsing source, an error appears when saving the trigger type. This error appears because the default Knowledge trigger already uses this same table and source.
   Source	The trigger initiation is either System API or Web browsing. System API: Calls the Proactive Triggers API. For example, a business rule on the trigger table calls the API that initiates the trigger. 注: Trigger types with the System API source only work for internal ServiceNow sites and not external sites. Web browsing: Calls to a URL. The default active trigger types are associated with the web browsing source.
   Applicable portal	The trigger type is only applicable to select pages on a particular portal.

   図 : 1. Example of a custom trigger type

   
5. Select Submit.
   The new, custom trigger type appears as the Trigger Type field value.

次のタスク

After creating the custom trigger type, the Create new trigger type button updates to the Preview this record button (). Select Preview this record to preview the new trigger type that you created and view the system-generated ID. To make edits to this trigger type, select Open Record to manage the parameters of the custom trigger type.

Also, you can make edits to this new trigger type by selecting View All next to the Trigger types field in Conversational Interfaces > Settings > General > Proactive triggers.