Triggers

A trigger in a process specifies how the process starts. Triggers do not have any relation to a Start event.

Manual trigger

A manual trigger gives you the simplest way to start a process. With a manual trigger, you start processes manually in Workflow Accelerator, by selecting a process and then selecting Start new case.

Form trigger

Form triggers allow you to start a process by using a form.

There are two kinds of form triggers: public and private.

  • Public form triggers allow anyone, including people outside your organization without user accounts, to start processes in your organization via a form. Public forms do not have user or connector fields, for data security reasons. When a private form containing those fields is made public, Workflow Accelerator automatically removes them from the form. Cases that are created via a public form trigger don't have a case creator listed, even if they were created by a logged in user.
  • Private form triggers allow only registered members of your organization to start a process via a form.

You can activate and deactivate the public form trigger by clicking the Turn into public form trigger button and publishing a new version of the process. (The Versions tab will record if a public form was used in any of the previous versions of a process.)

Regardless of the type, after selecting a form trigger, use the form builder to specify form fields.

For some processes, such as an HR request from an employee, the person who starts the case doesn’t have access to view the case. This means that after using a form trigger to start a case, they don’t see the case details view, and might not know that the case started successfully. For these processes, you can use the Confirmation Message template to show a message to the case creator.

In the template, you can use placeholders to insert trigger form field values. Press # to select a form field value. If you do not define a confirmation message, you get a default message informing you that the case is closed and you don't have permission to see it.

Email trigger

An email trigger starts a new case for each email that you send to the trigger’s Workflow Accelerator email address. Note this differs from reading an existing email account, such as your own. After selecting the email trigger, you can see its email address:

Mail trigger configuration
Mail trigger configuration

The email trigger creates a Trigger email variable.

You can use an email trigger by adding the trigger email address to a mailing list, such as support@example.com or info@example.com. You’ll have to ask the administrator of the mailing list to add the process trigger’s email address to the list. Once you have done this, the process trigger address will also receive any email sent to the mailing list, starting the process in Workflow Accelerator. You will then see the email in the history panel.

Salesforce trigger

A Salesforce trigger starts a new case in response to Salesforce sending an outbound message as part of a Salesforce workflow. Before you can use a Salesforce trigger, configure Salesforce Integration .

When you have configured a Salesforce service, you can select it as a process trigger, so that messages from Salesforce will now trigger new cases.

Example of a Salesforce trigger
Example of a Salesforce trigger

In the process definition, you can use the Salesforce object fields from the Salesforce message just like normal Variables.