Introduction: Triggers

Triggers are a versatile tool used to perform automated actions based on sign in/out activity in WhosOnLocation.

How triggers work

Triggers can send notifications, display messages, deny entry to a site, and sign people in/out, all assisting to strengthen on-site security and health and safety.

Each trigger is attached to a specific event, e.g. a visitor signing in, contractor sign out, etc. Rules can narrow the event further, e.g. after a specified time, if an insurance policy has expired, etc.

Triggers have three components:

  • Details – includes the name, status, and the event that triggers it
  • Rules – conditions for firing the trigger
  • Actions – what the action is, eg an email notification, door access denied

You can set up as many triggers, events, rules, and actions as you require. 

Trigger details

Trigger details include the name of the trigger, the status (whether it is active or not), and the trigger event. The trigger event occurs in WhosOnLocation to activate the trigger, these are usually Sign In/Out events for different people types. The trigger event determines which rules can be selected to make the trigger apply to a more specific scenario.

Trigger rules

The trigger rules narrow the trigger event to specific scenarios only. Rather than every time the event occurs, a trigger will only activate when the specific rule is met. Rules can be set up to either:

  • Match all rules applied.
  • Match any of the rules applied.

You do not need to set up any rules for a trigger to work. If you do not set up any rules, the trigger will activate based solely on the trigger event.

Trigger actions

Trigger actions are what happens when the trigger is activated. These can be sending an email, sending a text, pop-up message to the person signing in, denying access to the person attempting to sign in, or sign people in/out.

You can set up multiple actions for the same trigger, customize messages displayed, and send users placeholders for information based on the trigger event. Placeholders add information e.g. name, organization, contact details, where someone is signing into.

Get started using triggers