Question
How do I organize the triggers of my account?
Answer
You can organize triggers by creating dummy triggers.
To create these breaks that organize your triggers, create a blank trigger, with conditions that never apply to your tickets.
- Click the Admin icon (
) in the sidebar, then select Business Rules > Triggers. - Click Add trigger.
- Name the trigger based on which type of triggers you wish to organize. Then, under Meet ALL of the following conditions, add the condition Tags > Contains at least one of the following > insert any tag you are sure you'll never use.
-
Under Actions, select Add tags, insert the same tag from above (or any other tag you'll never use). With a random tag, you can be sure that this trigger never fires.
- Click Create and then clone the trigger you created.
Once you’ve created your organization triggers, reorder, drag and drop appropriately into groups.
11 Comments
Unfortunately it's not working when you have more than 1000 triggers. If you want to reorder trigger and you actually don't know where it is, it will ask a lot of time. Option to sort and reorder triggers by name would be very helpful feature to organize triggers in this way.
I completely agree.
I appreciate your efforts to help fix the complete lack of categorization and organization issue, but this is just absurd. Can the devs at ZenDesk not figure out how to engineer a simple folder structure or expand the sort options? For example, I have about 6 or 7 core automations that need individual triggers for each different customer; nested groups broken down by customer or by function would be extremely helpful. Rather than a triggers page that scrolls to infinity, I could almost view them all in one page then expand and collapse as necessary.
Ben, I agree, have exactly the same issues. Somewhere in the Community there are many discussions to this effect, going back several years. I know that ZD are aware of this issue, but it would be useful to have your use-case added to the existing discussion. Hopefully the valiant community managers can point you to the relevant existing suggestions?
Lauren, I love that you covered this topic! There are a few elements of the solution that don't feel quite right to me, but that could just be how I think.
I wrote up a quick article explaining how I approach the challenge of organizing Triggers.
Hey Justin -
Would you have any interest in cross-posting your solution in the "Tips" topic of our community as well? We'd be sure to promote it in our monthly community roundup for you.
Nicole: Absolutely. I'll do so in a few moments. Thank you for the suggestion!
Thanks, Justin!
Really is an issue this... crazy there's no folder structure etc.
There needs to be a folder structure!
Is this really the best you can do? Create dummy triggers then manually order your other triggers around those? Oof.
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