Create a saved trigger

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Save a set of trigger definitions as a reusable trigger. Enable flow authors to select the saved trigger from some or all application flows. Specify whether flow authors can see the trigger details or add conditions to the trigger.

    Before you begin

    Role required: trigger_designer, flow_designer, or admin

    Procedure

    1. Navigate to All > Process Automation > Workflow Studio.
    2. From the Workflow Studio home page, select New > > Trigger.
    3. On the form, fill in the fields.
      Table 1. New Trigger form
      Field Description
      Trigger name Unique name to identify the trigger.
      Trigger type Type of trigger to start your flow.

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

      Note:
      Starting with the Yokohama release, only record-based triggers are supported for saved flow triggers.
      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. Select Show additional properties.
    5. On the form, fill in the fields.
      Table 2. Additional properties form
      Field Description
      Accessible from Choice between whether the trigger data should be accessible only from the specified application or all application scopes.
      Category Category where your trigger is displayed.
      Trigger annotation Annotation for your trigger that the user can see before they select it.
    6. Select Build trigger.
    7. On the form, fill in the fields.
      Table 3. Trigger definition form
      Field Description
      Table Table for the flow.
      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. Use the undo and redo buttons as you need.
    8. Make the trigger available by selecting Publish.