Create a saved record-based trigger

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read

    • Create a reusable trigger definition that responds to a record-based event. When a record is created or updated in a specific table, the trigger activates and starts the flows where it is used. You can allow flow authors to select the saved trigger, view its conditions, or add their own conditions.

    Before you begin

    Role required: trigger_designer, flow_designer, or admin

    Procedure

    1. Navigate to All > Process Automation > Workflow Studio.
    2. On the Workflow Studio home page, select New > Trigger.
    3. Fill in the details for your trigger.
      Table 1. New Trigger form
      Field Description
      Trigger name Unique name to identify the trigger.
      Trigger type Type of trigger to start your flow. Under Record, select any of the following:
      • Created: Starts the flow when a record is created in the specified table.
      • Updated: Starts the flow when a record is updated.
      • Created or updated: Starts the flow on either event.

      For more information about trigger types, see Workflow Studio flow trigger types.
      Description Description of the trigger.
      Application Application to create the trigger. The default is Global.

      The application scope determines which data your trigger can access and what data it can share.
    4. Optional: Select Show additional properties and fill any additional properties.
      Field Description
      Accessible from Choice between whether the trigger data should be accessible only from the specified application or all application scopes.
      Protection Option to make the trigger read-only.
      Category Category where your trigger is displayed.
      Trigger annotation Annotation for your trigger that the user can see before they select it.
    5. Select Build trigger.
    6. Fill in the trigger definition.
      Table 2. Trigger definition form
      Field Description
      Table Table for the trigger.

      The trigger starts when a record is created or updated in the specified table. For example, if you want the trigger to start when an incident is created or updated, select the Incident table.
      Conditions Conditions that, when met, activate the trigger and start the flow.

      You can select if you want the users to view the conditions or add more conditions to the trigger when they use the trigger in a flow.
      Advanced options Additional options to choose where and when to run the flow.

      For more information about the advanced options, see Workflow Studio flow trigger types.

      You can select if you want users to view and modify these options when they use the trigger in a flow.

      If a user modifies the advanced options, any future modifications that you make to these options in the trigger don't affect the user modified settings.
      Tip:
      Your changes are saved automatically in Workflow Studio.
    7. Make the trigger available by selecting Publish.

    Result

    The trigger is created and published. You can use the trigger in any of your flows. For information about adding a trigger to a flow, see Use a saved trigger.