Managing object triggers

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Admin Center > Objects and rules > Business rules > Triggers

After you create an object trigger, you might need to change its order or otherwise modify it.

This article contains the following topics:

• Ordering object triggers
• Editing object triggers
• Cloning object triggers
• Activating and deactivating object triggers
• Deleting object triggers
• Viewing an object trigger's revision history

Ordering object triggers

The Object triggers list is organized by object. Each object that has at least one trigger is ordered alphabetically, with the object's triggers below it. Whenever a record is created or updated for an object with triggers, the object triggers are all evaluated and then all actions happen at once. That means the first object trigger's actions can't influence whether the record satisfies the conditions for subsequent object triggers in the list.

Object triggers can be reordered, but only relative to other triggers for that same object. Object triggers can't be moved or reordered across objects.

To reorder object triggers

1. In Admin Center, click Objects and rules in the sidebar, then select Business rules > Triggers.
2. Click the Objects tab at the top of the page.
3. Click Edit order.
4. Select the Trigger object for which you'd like to reorder the triggers.
5. Drag and drop the triggers into the desired order.
6. Click Save.

Editing object triggers

Everything except the trigger object value can be edited after an object trigger is created.

To edit an object trigger

1. In Admin Center, click Objects and rules in the sidebar, then select Business rules > Triggers.
2. Click the Objects tab.
3. Click the name of the object trigger you want to edit.
4. Modify the name, description, conditions, and actions as needed.
5. Click Save.

Cloning object triggers

Sometimes you want to create a new trigger that is almost identical to an existing trigger, but adjusted slightly. In this case, you can clone the existing trigger.

To clone an object trigger

1. In Admin Center, click Objects and rules in the sidebar, then select Business rules > Triggers.
2. Click the Objects tab.
3. Click the name of the object trigger you want to clone.
4. Click Actions and select Clone.

   A copy of the trigger is opened to edit.

5. Adjust the cloned object trigger as needed, then click Create and set the trigger to Active or Inactive.

Activating and deactivating object triggers

When you create an object trigger, you can decide whether to save it as active or inactive. After it's activated, you may decide you no longer need the trigger. In that case, you can either delete it or deactivate it. Deleting a trigger means that it's gone and can't be retrieved. If you may want to use a trigger again in the future but don't currently need it, you can deactivate it. Deactivated triggers are found by selecting Inactive from the Status drop-down at the top of the trigger list, and can be reactivated if needed. If you reactivate a trigger, it won't retroactively run on object records that were previously created or updated.

To deactivate an object trigger

1. In Admin Center, click Objects and rules in the sidebar, then select Business rules > Triggers.
2. Click the Objects tab.
3. Click the name of the object trigger you want to deactivate.
4. Click Actions and select Deactivate.
5. In the confirmation dialog, click Deactivate.

To deactivate multiple object triggers at once

1. In Admin Center, click Objects and rules in the sidebar, then select Business rules > Triggers.
2. Click the Objects tab.
3. Check the box next to each trigger you want to deactivate and then click Deactivate at the bottom of the page.
4. In the confirmation dialog, click Deactivate.

To activate an object trigger

1. In Admin Center, click Objects and rules in the sidebar, then select Business rules > Triggers.
2. Click the Objects tab.
3. Click the name of the object trigger you want to deactivate.
4. Click Actions and select Activate.

To activate multiple object triggers at once

1. In Admin Center, click Objects and rules in the sidebar, then select Business rules > Triggers.
2. Click the Objects tab.
3. Check the box next to each trigger you want to activate and then click Activate at the bottom of the page.

Deleting object triggers

If you decide that you no longer need a trigger, you can either delete it or deactivate it. Deleting a trigger means that it's gone and can't be retrieved. If you decide to permanently delete a trigger, you must first deactivate it.

Note: If you delete a custom object, all of the object triggers for that object are also deleted, regardless of whether they're active or inactive.

To delete an object trigger

1. In Admin Center, click Objects and rules in the sidebar, then select Business rules > Triggers.
2. Click the Objects tab.
3. Filter the list to view Inactive object triggers.
4. Find the object trigger you want to delete, click the options menu icon () and select Delete.

   If you're already viewing an inactive object trigger, click Actions and select Delete.

5. In the confirmation dialog, click Delete trigger.

To delete multiple object triggers at once

1. In Admin Center, click Objects and rules in the sidebar, then select Business rules > Triggers.
2. Click the Objects tab.
3. Filter the list to view Inactive object triggers.
4. Check the box next to each trigger you want to delete and then click Delete at the bottom of the page.
5. In the confirmation dialog, click Delete.

Viewing an object trigger's revision history

Changes you make to an object trigger can be viewed in the trigger revision history. The revision history displays:

• The currently-viewed version's configuration
• Who made the changes
• When the change was made
• The change made to the trigger in the displayed revision (optional)

Note: Updating the order of your object triggers isn't reflected as a change in the revision history. It is, however, reflected in the last updated timestamp.

An object trigger's revision history is visible to anyone with permission to manage business rules.

To view an object trigger's revision history

1. In Admin Center, click Objects and rules in the sidebar, then select Business rules > Triggers.
2. Click the Objects tab.
3. Click the name of the object trigger you want to view, then click Revision history below the trigger title.
4. On the trigger history page, you'll see all the available versions in a panel on the right. Click the version you want to view.

   

5. From here, you can:
   • Toggle to show or hide the changes made to the selected version
   • View the read-only configuration of the selected version
   • Click another version to view
   • Return to the edit page