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.
始める前に
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.
このタスクについて
注:
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.
手順
-
Select the automation that contains the playbook that you want to edit the trigger for.
図 : 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.
図 : 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.