Save time and streamline your processes with Triggers. A Trigger is an automated action taken by the system on a saved smart filter. 


For example, if you include a retail catalog every time a customer places an order on your website, create a smart filter called "Website Orders" that displays only website orders, and then create a trigger to automatically include a retail catalog every time a website order is placed. 


Many trigger actions are available, such as Add Line Item, Send Email, Tag Record, Untag Record, Change Carrier, Change Warehouse, Run Script, etc. 


NOTE: Multiple actions can be activated by one trigger. For example, one trigger may add a line item AND send an email.


Create a Trigger

NOTE: The smart filter you want to act upon must be created before you can create the trigger. See Create / Manage Smart Filters for information.
  1. Access the Manage Triggers window by pressing the dot (.) on your keyboard and selecting Manage Triggers from the drop-down menu.

  2. Click the Create New button in the top right. The Creating Trigger window appears:



  3. Type a Name for the trigger (i.e., "Include Retail Catalog").

  4. (Optional) Enter a Description for the Trigger.

  5. Select the Filter to be used in this trigger (i.e., “Website Orders”).

  6. Select on which Event(s) the action should occur. 
    - "Insert" means the action will take place when a new record is created/inserted that meets the smart filter criteria.
    - "Update" means the action will take place when an existing record is updated which makes it then meet the smart filter criteria. 
    NOTE: Regardless of your "Insert" or "Update" event selections, actions will only occur on records from this point forward. 

  7. If you want this trigger to be Active immediately, leave the Active slider set to Yes. If you do not want the trigger to be active, click the Active slider to change it to No

  8. Click OK. The trigger will display in the list. Here is a sample.


    NOTE: To run the smart filter used in a Trigger, click the  that appears at the end of the row when you rest your mouse on the row, and select Run Smart Filter

  9. Now you need to create the action to be taken on the smart filter: Click the “0” that appears in the Actions column for the trigger. A drop-down menu will appear:



  10. Click Create New. The Create Actions window appears.



  11. Select the Action Type (i.e., to include a retail catalog with an order, select the “Add Line Item” action type). NOTE: Only action types available for the table used in the smart filter will display.

  12. Based on the action type selected, additional fields will appear. Enter or select the required information. (i.e., If you select the “Add Line Item” action type, you will need to enter the SKU and Quantity of the item to be added. If you select the “Run Script” action type, you will need to select an existing Script.)

  13. Click Save.

  14. A “1” will now appear in the Actions column in the Manage Triggers window. Continue to add actions as needed (i.e., If you want an email to be sent to an individual when a record matches the selected smart filter, you could add the “Send Email” action to this same smart filter by clicking the number in the Actions column).

Reorder Triggers

Triggers will run in the order in which they display in the Manage Triggers window. You can modify this order to ensure some actions occur before others. 

  1. Access the Manage Triggers window by pressing the dot (.) on your keyboard and selecting Manage Triggers from the drop-down menu.
  2. Click and drag the 8-dots icon () that appears to the left of the Trigger to be moved.
  3. Release your mouse when you have placed the Trigger into the desired location.


Edit a Trigger

These instructions refer to editing or deleting the Trigger entirely, not editing or deleting the action used within the Trigger. (NOTE: You cannot edit an action used in a trigger action. For example, you cannot edit the "Add Line Item" action you assigned to a trigger. You would need to delete the action and create a new one.)  

  1. Access the Manage Triggers window by pressing the dot (.) on your keyboard and selecting Manage Triggers from the drop-down menu.
  2. Rest your mouse on the trigger and click the double arrows icon () that displays at the end of the record.


  3. To Edit the Trigger, click Edit. Make the necessary edits and click Save.
    To Delete the Trigger, click Delete. Click OK through the confirmation.
    NOTE: From this drop-down, you can also see the Audit log for the Trigger and Run the Smart Filter associated with the Trigger.


Edit / Delete an Action Used in a Trigger

NOTE: You cannot edit an action used in a trigger. For example, you cannot edit the "Add Line Item" action you assigned to a trigger. You would need to delete the action and create a new one. 

  1. Access the Manage Triggers window by pressing the dot (.) on your keyboard and selecting Manage Triggers from the drop-down menu.
  2. Click the number that appears in the Actions column next to the Trigger that you want to edit. A drop-down will appear:

  3. Click the trash can icon () next to the action to be deleted. Click OK through the confirmation.

Audit a Trigger

View an audit log of activity taken on a trigger.

  1. Access the Manage Triggers window by pressing the dot (.) on your keyboard and selecting Manage Triggers from the drop-down menu.
  2. Rest your mouse on the trigger and click the double arrows icon () that displays at the end of the record.


  3. Select Audit. The Audit Log appears. Here is an example:



  4. To download an Excel file of audit data, click the Download Report button. See Audit a Record for more information on downloading audit data.

  5. Click the Close link to close the window. 


Run the Smart Filter Associated with a Trigger
Within the Manage Triggers window, you can run the Smart Filter associated with each Trigger.
  1. Access the Manage Triggers window by pressing the dot (.) on your keyboard and selecting Manage Triggers from the drop-down menu.
  2. Rest your mouse on the trigger and click the double arrows icon () that displays at the end of the record.

  3. Click Run Smart Filter. The table associated with the smart filter will open with the smart filter applied.