Creating Triggers

Creating triggers allows the status of tasks in a workflow to be updated automatically. This eliminates the need for manual updating.

Before creating a trigger, you must first create a custom workflow—see Creating Workflows or Duplicating Workflows.


The following triggers do NOT need to be set, as they already built in:

  • If the status of a task is set to Approved, the status of the next task in the workflow will automatically be updated to Pending.
  • If the status of a task set to Approved is changed to Retake, the status of the preceding task in the workflow is automatically updated to Revise. 

Task status updates follow a logical progression, therefore be sure that tasks further down the pipeline are not set to a higher status than Pending (eg. Approved). If this occurs, the status of the high status task will remain unchanged and not be triggered to update correctly.