Triggers

Triggers

Contents:

Overview

A workflow trigger adds flexibility and automation to your documentation process. When triggered, it can perform one or more actions automatically, like changing the state, completing an approval, sending a custom email, or removing Confluence page restrictions.

Examples of workflow triggers:

  • Send a notification when a page is submitted for review.

  • Change the page state automatically when it's edited.

  • Assign reviewers when a page enters a specific state.

  • Add a label or comment when a transition occurs.

Triggers can be configured to:

  • Listen for when a single workflow event occurs

  • Check if the required conditions are met for the event

  • If met, then undertake one or more actions

Trigger elements

Workflow triggers consist of the following elements:

Trigger events

Trigger conditions

Trigger actions

Adding a trigger to a workflow

A space administrator can add one or more workflow triggers to a custom workflow using either the visual editor or the code editor.

  • Use the Add trigger dialog box in the visual editor.

cdmc_visualeditor_trigger_addtrigger_onstatechanged_statecondition_setmessageaction.png
Visual editor - Add trigger editor

The event and condition are chosen from a drop-down list of available options.

You can then include one or more Actions for the trigger using the Add Action option, such as the Set Message action.

cdmc_visualeditor_addaction_dialogbox_set_message_parametervaluesadded.png
Visual editor - Add Action dialog box in the trigger editor

The added trigger is automatically updated in the code editor.

cdmc_codeeditor_savedtrigger.png
Code editor - send email trigger

You can also add a workflow trigger in the code editor, which includes a JSON schema to help you.

cdmc_code_editor_jsonschema_help_triggers_event.png

You can toggle between the code editor and the visual editor. Changes made in one editor are automatically updated in the other editor.

The workflow triggers added to a workflow are listed in the visual builder.

cdmc_visualeditor_workflowpanel_withtriggers.png

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