Triggers enable you to execute your automation based on specific criteria. You can run automation on an ad-hoc basis, but you can do it by configuring a particular trigger if you want to pre-plan your executions.
IntelliBuddies supports the following types of Triggers:
|Time||Invokes a job at particular time based on specified schedule criteria|
|Invokes a job when a new email arrives on the specified email box and matches the specified criteria|
|File System||Invokes a job when a specified file event(s) occur under the specified folder(s)|
You can manage your automation triggers from the Triggers page inside Control Room. To access and perform operations on the Triggers page, you need to have appropriate permissions for this entity.
|View||View all Triggers and their details|
|Edit||Edit Trigger details|
|Create||Create a Trigger|
|Delete||Delete a Trigger|
You can create a new Trigger from Control Room > Triggers page.
- Click on Grid-Menu > button
- Type in the Name for the trigger to identify easily
- Choose a Process that you want to execute
- Select the Trigger Type from the dropdown
- Fill in the triggger criteria based on the type selected: Time Trigger Criteria | Email Trigger Criteria | File System Trigger Criteria
- Optionally, specify the trigger Start Date. By default, the trigger will be initiated immediately after creation.
- Optionally, specify the trigger Expiry Date. If specified, it will stop triggering new jobs after this date. By default, the trigger will never expire.
- In the Execution Target tab, select the specific Smart Buddy that you want to execute the process
Note: If you select the Dynamic option, any of the available Smart Buddy will pick up the job for execution
- Specify the Log Level to be set for the job getting executed on this Trigger
- Bind the input parameters to be submitted for the the selected Process based on the trigger type selected: Binding Email Trigger Parameters | Binding File System Trigger Parameters
You can specify your time trigger criteria by selecting the appropriate Schedule Types from the dropdown.
|Daily||Use this schedule type to trigger a job execution on one or more specified schedule(s) daily|
|Specific Dates||Use this schedule type to trigger a job execution on one or more specified schedule(s) on all the date(s) specified|
|Weekly||Use this schedule type to trigger a job on one or more specified schedule(s) on all the selected day(s) of the week|
|Monthly||Use this schedule type to trigger a job on one or more specified schedule(s) on all the selected day(s) of the week within the specified month(s)|
|Recurring||Use this schedule type to trigger a job repeatedly on the specified time interval|
You can specify the email trigger criteria using the following fields.
|Server Type||Specify the email server type. Available Options: POP3 or IMAP|
|Server Host||Specify the email server hostname or URL|
|Port||Specify the email server listening port number|
|Email Address||Specify the login email account|
|Password||Specify the login email account password|
|Require SSL||Check this box if the email server utilizes SSL for communication|
|Incoming Email Filter Options||Check this box if you want to specify a filter while fetching emails from the Server. You can specify Filter on the following email fields.|
|Message Polling Interval||Specify the time interval in minutes to check emails in the server|
You can specify the filesystem trigger criteria using the following fields.
|Folder To Monitor||Specify the folder to be monitored. You can either specify the local filesystem path or the network path.|
For example: C:\MyMonitorFolder or \\file-server\MyMonitorFolder
|Filter||You can specify the wildcard filter if you want to trigger based on certain file types only.|
For example, specifying *.pdf here would trigger only when a PDF file is either Created/Modified/Deleted/Renamed under monitored folder(s)
|Include Subfolders||Check this box if you want to monitor all the nested folders under the specified Folder To Monitor|
|Events To Monitor||Check the required events to be monitored. You have the following options:|
Email Trigger provides runtime parameters that specify the trigger event details. These details would be necessary for the Process to handle its tasks. You can bind these runtime parameters to the corresponding input arguments of the Process. Here is the list of runtime parameters provided by Email Trigger.
|$Email_Message||System.Net.MailMessage||The email message received triggered this process. You can access details such as sender, subject, received date, body text, attachments, and any other information from this parameter.|
File System Trigger provides runtime parameters that specify the trigger event details. These details would be necessary for the Process to handle its tasks. You can bind these runtime parameters to the corresponding input arguments of the Process.
Here is the list of runtime parameters provided by File System Trigger.
|$File_EventType||System.IO.WatcherChangeTypes||Specifies the type of file event that triggered this process execution. It can be one of the following values|
|$File_Name||System.String||Specifies the name of the file along with file extension|
|$File_Path||System.String||Specifies the full path including the folder and file name with extension|
|$File_FolderPath||System.String||Specifies the folder path where the file resides|
|$File_Extension||System.String||Specifies the extension of the file|
|$File_Length||System.Double||Specifies the size of the file|
|$File_CreationTime||System.DateTime||Specifies the created date and time of the file|
|$File_LastWriteTime||System.DateTime||Specifies the modified date and time of the file|
|$File_LastAccessTime||System.DateTime||Specifies the last accessed date and time of the file|
|$File_IsReadOnly||System.Boolean||Specifies whether the file is readonly or not. A value of true indicates the file is readonly.|
You can update an existing trigger to change the details. You can do this from the Triggers page
- Select a trigger to update
- Select from Context-Menu > Edit option
- Update the details
- Click on Update
- On the Triggers page, select the Trigger to be removed
- Select from Context-Menu > Delete option
- Confirm the operation by selecting Yes
Note: User with the Administrator role can delete an existing Trigger
- On the Triggers page, select the Trigger to be disabled
- Select from Context-Menu > Edit option
- Turn on the disabled button
- Click on Update
Note: Disabling a Trigger will block the execution of automation
Note: Disabled Trigger can be enabled back by turning off the disabled button