Configure Workflow Trigger

This guide shows you how to configure a workflow trigger in QuoteCloud, enabling automated actions and ensuring your approval workflows run smoothly and efficiently.

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Configuring a Workflow Trigger

Learn how to configure workflow trigger conditions that automatically start workflows in My Guideflow.

Steps to configure a workflow trigger

1

Create a new workflow

In the Workflow section, click Create from scratch to begin building a custom workflow.

2

Locate the Trigger node

The Trigger node is automatically added as the starting point of every workflow. Click the Trigger node to begin configuring its conditions.

3

Open the Edit Trigger panel

When the Trigger node is selected, the Edit Trigger panel will appear on the right side of the screen.

4

Choose a trigger condition type

Select the type of condition you want to use for your workflow trigger.

5

Review available condition types

Available trigger conditions include Discount Percentage, Total Value, Creator Team, Creator Role, Creator Email, Product Folder, Customer Company, and Customer Account.

6

Select a comparison operator

Choose the comparison operator that controls how the condition behaves, such as Greater Than, Less Than, Equals, or Does Not Equal.

7

Enter the trigger value

Type the value that should activate the workflow once the selected condition and operator are matched.

8

Add additional conditions

If required, click Add Condition to create additional trigger conditions for the workflow.

9

Choose AND or OR logic

Configure whether the workflow should use AND logic, where all conditions must be met, or OR logic, where only one condition needs to be met.

10

Configure select-based conditions

For select-based condition types such as Creator Role, choose the required option from the available dropdown list.

11

Apply the trigger settings

Click the Apply button to save and activate your workflow trigger configuration.

12

Review the trigger summary

After saving, the Trigger node label will automatically update to display a summary of the configured workflow conditions.

13

Confirm the workflow trigger setup

Once configured, the workflow trigger is ready to automatically start workflows whenever the defined conditions are met.

Summary

Your workflow trigger has been successfully configured!

Workflow triggers allow workflows to automatically start based on document values, user roles, customer information, and other configurable conditions.

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