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Trigger Rules

First things first: Rules are not mandatory. You can create triggers without any rules. However Rules help you refine the event; get more granular.

An Event without a Rule

So without a Rule the Security Manager will be notified via email and/or SMS (text) every time a Service Provider (Contractor) signs into the location.

 

An Event with a Rule

So with this Rule in place the Security Manager only receives an email and/or SMS (text) if a Service Provider (Contractor) signs in after 6pm.

Match ALL

There are two types of Rules – 'Match All' rules and 'Match Any' rules. The all rules must all be true. If any of the rule statements fail (are not true), the trigger will not act on the event.

Match ANY

Additionally if you setup multiple 'Any' rules then at least one of the 'Any' rules must be true. For example, you might want a trigger to act only on events where a type of certification has expired, as in this example where we want the event to fire if any Insurance Policy or Qualification has expired.

If either of these rules is true, the trigger will fire. If you use only one rule in the Any section, it will behave like an All rule and therefore must be true for the trigger to fire.

 

The trigger rules that are presented depend on the Trigger Method, e.g. Visitor Sign In will generate different rules than Service Provider Sign In or Triggered at a Specific Time, and the options active in your account.

Some rules will appear regardless of the person type, e.g. Custom Question Answer.

Triggers based on custom question answers can only be set for certain question types, the ones with fixed answers. You cannot set up a trigger based on an answer which is typed in, it must be an answer based on choosing from an option. You can also set the trigger to fire if the question is skipped by using the Is Not The Following rule type.

Click Next Article to go Trigger Actions

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