Triggers

Updated 1 month ago by Mobsted Support V

Trigger is the mechanism that is the initiator to perform one or several actions - Operations - upon the occurrence of predetermined conditions defined in Smart Filters within Events or Objects.

Triggers is the part of Mobsted automatization system and the logical endpoint in the process of creating automatic process running.

For example: using Mobsted-built beauty salon App, one of your customers signed up to the master in 5 days from now (today date 1/1/2018, appointment date and time is 1/5/2018 3:00PM). The Event for 1/5/2018 3:00PM is created. The master, for whatever reason, cannot accept the client and changes the status of this Event to "Cancel Recording." An Event with this status gets into the pre-configured Smart Filter, and the Trigger performs the Operation - Send an SMS message to the client with the following text: "We apologize, but today your master will not be able to accept you. In the near future, the administrator will contact you."

How to create Trigger?

Before creating the Trigger the Operation should be already created, because it's the one which runs the action.

Once Operation is set up, do the following:

  • Go to the Objects or the Backend of your App
  • Go to the created Filter Settings
  • Navigate to the Triggers tab
  • Click Create New Trigger

Fields that you need to fill in the pop up opened:

  • Trigger name - the name of the Trigger
  • Trigger Scope - select what the Trigger will respond(react) to - Objects, Events or Lists.
  • Trigger mode - could be Manual or Automatic. In the Manual mode you would need to press the corresponding button for the one time Trigger run. It is good to be used when testing if your Trigger was set up correctly. Automatic mode is used as a primary mode of executing the Operations.
  • On the right handside select the Operation from the dropdown menu and click Add Operation. You can also create the new Operation.
  • Click Save Changes and Trigger is ready!

Manual and Automatic modes

Trigger modes:

Manual mode

  • Select on what type of Filter entries you want to perform automatic actions (Operations)
    • All existing records: records that are already in the system and that fall under the Filter conditions.
    • New records, since last execution: All the records that would appear later in the system. If you select this option, you can run the Trigger instantly by clicking Execute now.

Automatic mode

  • All existing data: run trigger on all the data you have.
    • Schedule - set up the schedule for the Trigger execution.
    • Select the Number of Executions
      • No limit
      • Enter number of executions
      • Until date
  • On new data, appearing: could be executed instantly or scheduled.

To activate the changes press Start automatic mode.

Additional general info

The trigger will be executed in accordance with the configured Schedule and the selected number of operations until the Object or Event meets the conditions of the Filter, as soon as the Object or Events ceases to satisfy the filter conditions the operation of the Trigger is terminated.

If the Object or Event again satisfies the conditions of the Filter (those are in the Filter), the Trigger in relation relaunches with the initial state.

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