Triggers

OVERVIEW

Triggers are functions that are setup to monitor specific items and either take action or take no action depending on the result.

An example of this functionality would be to send an email to a manager once a machine has been down more that 5 times in one shift.

There are pre-made triggers that can be setup quickly and custom triggers that allow the user the ability to configure something specific.

This page will concentrate on Adding & Editing Pre-Made Triggers as well as Adding & Editing Custom Triggers.

Duplicating and Deleting Triggers will apply to either type of Trigger.

NAVIGATION

Triggers can be accessed via the Home page menu or the Triggers icon under Applications.

IMPORT & EXPORT

The user can Import a or Export 1 or More Trigger(s).

An Import is generally done when a Technician provides an update.

An Export is generally done when creating a backup or sending the Trigger(s) to a VersaCall Technician.

Select the Link for more detailed information.

PREMADE TRIGGER

Add | Edit

CUSTOM TRIGGERS

Add | Edit

ALL TRIGGERS

Copy | Delete | Run

ADD A PRE-MADE- TRIGGER

On the Triggers page click on the Add New button in the top right corner of the page.

Select Incident Monitor from the pop-up menu.

Use Link for instructions on how to setup the monitor.

After all fields have been setup, click on the Save button in the top right corner of the window.

Click on the "X" next to the Save button to return to the Triggers page.

PREMADE TRIGGER

Add | Edit

CUSTOM TRIGGERS

Add | Edit

ALL TRIGGERS

Copy | Delete | Run

EDIT A PRE-MADE- TRIGGER

Click on the 3 dot menu in-line with the pre-made Trigger that needs to be edited.

All pre-made Triggers will have a name in the Type column.

All other Triggers will show Custom in the Type column.

Select Edit from the pop-up menu.

All fields on the Trigger can be changed.

On the monitor setup menu, click on the Name, Description, Threshold or Message fields to edit them.

Use Link for instructions on how to setup/edit the monitor.

After all fields have been edited, click on the Save button in the top right corner of the window.

Click on the "X" next to the Save button to return to the Triggers page.

PREMADE TRIGGER

Add | Edit

CUSTOM TRIGGERS

Add | Edit

ALL TRIGGERS

Copy | Delete | Run

ADD A CUSTOM TRIGGER

On the Triggers page click on the Add New button in the top right corner.

Select Custom from the pop-up menu.

Click on the Name field and enter a name for the Trigger.

There are 2 different types of Custom Triggers that can be setup.

Continuous Trigger - this type of Trigger is used when there is a need to have Variables, Conditions and Actions evaluated at all times.

Scheduled Trigger - this type of Trigger is used when there is a need to have Variables, Conditions and Actions evaluated at/on specific Day(s) & Time(s).

Use Link for instructions on how to setup the type of Trigger needed.

After all fields have been setup, click on the Save button in the top right corner of the window.

Click on the "X" next to the Save button to return to the Triggers page.

PREMADE TRIGGER

Add | Edit

CUSTOM TRIGGERS

Add | Edit

ALL TRIGGERS

Copy | Delete | Run

EDIT A CUSTOM TRIGGER

On the Triggers page click on the 3 dot ellipse on the right side of the Trigger that needs to be edited.

Select Edit from the pop-up menu.

Look at the Type field next to the Trigger name to determine the Type of Trigger being edited.

There are 2 different types of Custom Triggers that can be edited.

Continuous Trigger - this type of Trigger is used when there is a need to have Variables, Conditions and Actions evaluated at all times.

Scheduled Trigger - this type of Trigger is used when there is a need to have Variables, Conditions and Actions evaluated at/on specific Day(s) & Time(s).

Use Link for instructions on how to setup/edit the Trigger Type.

After all fields have been setup, click on the Save button in the top right corner of the window.

Click on the "X" next to the Save button to return to the Triggers page.

PREMADE TRIGGER

Add | Edit

CUSTOM TRIGGERS

Add | Edit

ALL TRIGGERS

Copy | Delete | Run

DUPLICATE A TRIGGER

On the Triggers page click on the 3 dot ellipse on the right side of the Trigger that needs to be Duplicated.

Select Duplicate from the pop-up menu.

The New Trigger window will load showing the Trigger Name_copy in the Trigger Name field.

The Name should be changed before the saving the Trigger.

Click in the Name field and enter a name for the Duplicated Trigger.

NOTE: the images are showing a Custom Trigger - the same process applies to Pre-Made Triggers.

After the Name has been changed, the user will need to determine the type of Trigger.

A Pre-Made Trigger will show as New Incidents Monitor in the title bar next to the Save button.

A Custom Trigger will show as New Custom Trigger in the title bar next to the Save button.

For a Pre-Made Trigger, use the Link for instructions on how to setup/edit the Trigger.

For a Custom Trigger, look at the Type field next to the Trigger name to determine the Type of Trigger being Duplicated.

There are 2 different types of Custom Triggers.

Continuous Trigger - this type of Trigger is used when there is a need to have Variables, Conditions and Actions evaluated at all times.

Scheduled Trigger - this type of Trigger is used when there is a need to have Variables, Conditions and Actions evaluated at/on specific Day(s) & Time(s).

Use Link for instructions on how to setup/edit the Trigger Type.

After all changes have been made to the Duplicated Trigger, click on the Save button at the top right corner of the Trigger Properties window.