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Add a trigger module to a basic scenario

Last update: Mon Nov 04 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

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Trigger modules are placed at the beginning of a scenario. These modules begin a scenario execution when specific criteria when there has been a change in a given service. The change can be a creation of new records, deletion of a records, update of a records, and so on.

Polling modules check the service at a set time interval and return information about changes that occurred during that time interval. If there have been no changes, the trigger does not execute the scenario.

In this example, you will add a trigger module that runs every 15 minutes and starts a scenario if any requests have been submitted to a specific queue. The scenario then converts those requests to a project.

This example modifies the scenario created in Create a basic scenario.

Prerequisites

You must create the scenario described in Create a basic scenario before following this procedure.

Add and configure the trigger module

Add the trigger module

  1. Open the scenario in the scenario editor.

  2. Right click on the first (Search) module and select Delete module.

    The module is deleted, leaving a blank placeholder.

  3. Click the blank module, and select ÃÛ¶¹ÊÓƵ Workfront from the list of apps.

  4. Select Watch Record.

  5. Make sure that the module uses the same connection as the rest of the modules in the scenario.

  6. In the Filter field, select New Records Only.

  7. In the Record Type field, select Issue.

  8. In the Outputs box, select ID, Name, and Project ID.

  9. Click OK to save the module settings.

    A Choose where to start window appears.

  10. Select From now on.

Schedule the trigger module

  1. Click the clock on the Watch Records module.

    The Schedule setting window opens.

  2. In the Run scenario field, select At regular intervals.

  3. Click OK.

Update the second module

Because the first module has been replaced, the second module must be mapped to the new first module.

  1. Open the Convert object module.
  2. In the Issue ID field, delete the black ID block. The block is black because the module it was mapped from is no longer available.
  3. Select the ID block under the first module (Watch Records) to map it to the second module.
  4. Click OK.

Test and activate

  1. Go to the Workfront environment that Fusion is connecting to and add an issue.

  2. Click Run once in the lower-left corner of the scenario editor.

  3. Examine the output to ensure that the scenario ran as expected.

  4. When you are satisfied that the scenario is working as expected, click the Scheduling toggle in the lower-left of the screen to On.

    This activates the scenario.

  5. In Workfront Fusion, click Save near the lower-left corner to save your progress on the scenario.

    note important
    IMPORTANT
    Save often as you hone and test a scenario.

Resources

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