You can use events to automatically perform actions based on system and user activities. For example, you could use an event to send an email whenever a user submits a form. Events can also be included in workflows. For example, you could use an event to change a status once a workflow task is complete.
Events have two components: a trigger and an action.
- The trigger determines when the event will occur. For example, an event can be triggered when a user creates a folder or uploads a file, when a user submits a form, or when a row is added to a data set.
- The action defines what will happen when the event is triggered. For example, the event could reassign a task, change a status, or activate a workflow.
An event can have multiple triggers and actions. An event will automatically execute when at least one of the triggers occurs. When the event is triggered, all of the actions will be performed. Note that you can temporarily disable an event if you want to prevent it from executing.
Let’s look at a few examples of events you might want to create.
- When a file is uploaded (trigger), activate a workflow (action).
- When a status is changed (trigger), send an email notification (action).
- When a form question is answered (trigger), create an attribute to capture the answer as a variable (action). This variable can be used in subsequent automations.