Within Teamwork Desk, you can view
and manage all triggers across your inboxes in
a centralized area of your site
settings.
Note: Triggers are
available on Pro subscriptions and
above.
The site-level Triggers area can only be accessed and managed by site administrators on your account. Inbox administrators can manage triggers for the associated inbox via the inbox's individual settings.
Click your profile icon in the top
right of your site and
select Settings from the
dropdown menu.
In the General tab of the settings area,
select Triggers from the left
navigation pane.
The Triggers section
is subdivided into two tabs
for automatic and manual triggers.
Select the relevant tab to
view the corresponding list of
existing triggers created for
your
site.
Managing existing
triggers
The Triggers area contains all
automatic and manual triggers that currently
exist across the inboxes on your site. Using
the quick search field at the top of the list,
you can search for specific triggers.
For each trigger in the list, you
will see the trigger name, number of
inboxes it is applied to, who created it, who last modified it, and whether it is
active. Any triggers shared across multiple inboxes will also have a Shared tag beside the trigger name.
Hover over a trigger to reveal the
additional options:
- Share the trigger with other
inboxes on your site.
- Edit the trigger's settings
(general, conditions, actions, associated
inboxes).
- Delete the trigger from your
site.
Creating triggers
You
can also create additional triggers in this
section by
clicking Add Trigger in
the top
right.
When creating a trigger, you can
set general details such as name, description, status, and type. Additional options include:
- Conditions - select certain conditions
that need to be met in order for the
trigger to be applied to a ticket.
- Note: Company conditions are available on Premium subscriptions and above.
- Actions - set specific actions to occur
when the selected conditions are
met.
- Share - select which inbox(es) should be
given access to the trigger and whether to apply the trigger to existing tickets.
For more information, see: Setting an Inbox Trigger