Configure Workflow Trigger

Configure Workflow Trigger — FAQ

What is a workflow trigger in Quote Cloud?

A workflow trigger is the event or condition that starts a workflow. When the trigger conditions are met, the system runs the workflow's actions. For a detailed explanation of triggers and how they behave in Quote Cloud, see more information.

Where do I configure a workflow trigger?

Workflow triggers are configured in the workflow editor for a specific workflow. Open the workflow you want to edit and use the trigger configuration section to add or modify the trigger settings. Step-by-step instructions and screenshots are available in the user guide: more information.

What trigger types are supported and how do I choose one?

The user guide describes the trigger types supported by Quote Cloud and guidance on when to use each. It is best to consult the trigger type descriptions in the guide to match the trigger to your business scenario: more information.

How do I add conditions or filters to a trigger?

Triggers can be narrowed by adding conditions or filters so the workflow runs only for specific records or changes. The guide explains how to define those conditions in the trigger setup to ensure the workflow runs only when intended: more information.

Can I schedule or delay a trigger?

The user guide outlines scheduling and time-based options if supported for workflow triggers, and explains how to implement delays or time-bound triggers when applicable. See the trigger configuration details for scheduling options: more information.

How can I test a trigger to ensure it works as expected?

The guide covers recommended testing approaches to validate triggers and workflows before applying them in production. Follow the testing steps and any suggested verification points in the workflow editor documentation: more information.

What are common troubleshooting steps if a trigger doesn't fire?

If a trigger does not run, check the trigger conditions/filters, confirm the workflow is active, and review the workflow run history or logs (if available) for errors. The configuration guide includes troubleshooting tips to help identify common issues: more information.

Are there best practices for configuring triggers?

Yes. The guide recommends keeping trigger conditions specific to avoid unintended runs, testing workflows in a safe environment, and avoiding circular workflows that can cause infinite loops. Refer to the configuration guidance for more best-practice recommendations: more information.

How does a trigger relate to workflow actions?

A trigger only starts a workflow; the workflow's actions define what happens next (e.g., send notifications, update records). The trigger configuration page links the trigger setup to the workflow’s actions and shows how they interact: more information.

Can triggers be edited after a workflow is live?

Triggers can typically be modified after a workflow is created, but changes may affect how and when the workflow runs. The guide describes how to edit triggers safely and recommends testing after edits: more information.

References — other relevant user guides

- Workflow section overview: more information

- Main user guide index: more information