Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Update 04. Triggers.md #122

Merged
merged 1 commit into from
Mar 5, 2024
Merged
Changes from all commits
Commits
File filter

Filter by extension

Filter by extension

Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
37 changes: 19 additions & 18 deletions docs/3. Product Features/04. Triggers.md
Original file line number Diff line number Diff line change
@@ -1,17 +1,19 @@
> ### **2 minutes read                             &nbsp                             &nbsp                             &nbsp                               `Beginner`**
> ### **2 minutes read                                                                                                                         `Beginner`**


**Triggers in Glific are used to start a flow with specific contacts in a collection at a scheduled time. Triggers can be used for scheduling periodic tasks and automatically sharing them with required beneficiaries.**

___
## Create a Trigger

1 . Click on `Triggers` tab from left panel
1 . Go to `Quick Tools` and find `Triggers` tab from left panel


![image](https://user-images.githubusercontent.com/32592458/212646689-26b30a76-d08a-4a96-a85f-c8e32db9dd00.png)
<img width="1440" alt="Screenshot 2024-03-04 at 4 08 32 PM" src="https://github.com/glific/docs/assets/141305477/81b38ff2-1b3a-49d6-917a-a4e73e0748e1" />

2 . Click on `+ CREATE TRIGGER`button.

![image](https://user-images.githubusercontent.com/32592458/212646723-95237183-67b7-480d-a5a9-3a4259eabc40.png)
2 . Click on `+Create`button.


3 . Fill the details of the `Add a New Trigger` form

Expand All @@ -36,13 +38,14 @@ f. **Select days** - Select a specific day if you choose weekly option.

g. **Select Collection** - Select the collection to which you want to execute the flow.

![image](https://user-images.githubusercontent.com/32592458/212646948-c63f09ca-e266-40b0-9a20-d1c44d474779.png)
<img width="471" alt="Screenshot 2024-03-04 at 4 09 55 PM" src="https://github.com/glific/docs/assets/141305477/3050bf25-58f3-47df-ae22-d0ffe1f09d8b" />


4. Click on `Save` button to save the Trigger.

5. Verify the created trigger on Triggers page.

![image](https://user-images.githubusercontent.com/32592458/212646976-53e3f899-c618-4b0b-b2eb-853455c64552.png)
<img width="1291" alt="Screenshot 2024-03-04 at 4 10 38 PM" src="https://github.com/glific/docs/assets/141305477/ce60f0d1-5a64-4faf-8856-d92e47b9f94b" />

___
## Verify Successful Execution of Trigger
Expand All @@ -52,29 +55,27 @@ ___
___
## Delete the Trigger

1. Click on `Delete` icon on the trigger bar on triggers page.

![image](https://user-images.githubusercontent.com/32592458/212647052-18158d6f-0c3d-457c-a0ba-a18d436ff60d.png)
1. Click on three dots and select `Delete` to delete the trigger

<img width="1266" alt="Screenshot 2024-03-04 at 4 11 01 PM" src="https://github.com/glific/docs/assets/141305477/2c091122-358b-46cd-a049-9f707ee9e577" />


2. Click on `Confirm` button to delete the trigger.

![image](https://user-images.githubusercontent.com/32592458/212647080-0b3e0340-fc39-4b7f-998b-b510bf7a32a6.png)

<img width="479" alt="Screenshot 2024-03-04 at 4 11 47 PM" src="https://github.com/glific/docs/assets/141305477/a317b518-2733-4607-af35-157c4d9cb42d" />

___
## Copy a Trigger

1. Click on `Copy` icon on the trigger bar on triggers page.
1. Click on three dots and select `Copy` option on the trigger bar

![image](https://user-images.githubusercontent.com/32592458/212647113-b04bef3e-07bd-42e4-ac48-3a7efd9e8132.png)
<img width="263" alt="Screenshot 2024-03-04 at 4 13 04 PM" src="https://github.com/glific/docs/assets/141305477/bce2b724-71ad-432f-93f0-18f681ef7bf8" />



2. `Copy Trigger`form will open up. Change the details you want and save the trigger.

![image](https://user-images.githubusercontent.com/32592458/212647214-2e2080e2-9a22-46e8-bc84-e68f3890fc45.png)
<img width="505" alt="Screenshot 2024-03-04 at 4 13 30 PM" src="https://github.com/glific/docs/assets/141305477/3eef35d5-df25-4838-bf0e-8c699b9cac18" />



Expand All @@ -84,7 +85,7 @@ ___
## Deactivate the Trigger

1. To deactivate the Tigger deselect the `Is Active`check box.

<img width="404" alt="Screenshot 2024-03-04 at 4 14 09 PM" src="https://github.com/glific/docs/assets/141305477/e1ab672b-405f-4b51-964e-0842ac60370d" />

![image](https://user-images.githubusercontent.com/32592458/212647234-f3be038c-db90-4e08-8ebd-7196c1727855.png)

2. Click on `Save` button to save the changes
3. Click on `Save` button to save the changes
Loading