Edit the trigger for a playbook in Creator Studio
Define the trigger for a playbook in Creator Studio to specify what makes the playbook start running.
Avant de commencer
The trigger initiates a playbook to run on one of the app's forms. For example, when a user selects a specific answer to a question, the playbook begins to run. The form you select must already be configured for you to select it for the trigger.
To edit the trigger for a playbook, you must be given permission to work on the app.
Pourquoi et quand exécuter cette tâche
Remarque :
You can't change a playbook's trigger (whether the form is submitted or updated to initiate the playbook) or how frequently it should run after you create the playbook. Instead, create a new
playbook with a different trigger.
Procédure
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Select the automation that contains the playbook that you want to edit the trigger for.
Figure 1. Select automation that has the playbook -
Select the Trigger (
).
The Additional properties modal appears, where you can edit some of the trigger's settings. -
Change the conditions that must be met for the playbook to begin running by selecting Add condition set.
- If you want to trigger the playbook based on the value of a column in a table, select the Field that you want to be the trigger, as well as its condition Operator and the specific trigger Value. For example, when a Start date is after the Date needed.
- If you want to trigger the playbook based on the response from a form, select Questions as the trigger Field. Then select the question you want in the Question field, the condition Operator and the answer's Value.
Figure 2. Question answer as trigger for an automation Add as many conditions as you need. For more information, see Create a condition statement using the condition builder.