Learn how to set up triggers to use with the Communities integration. You need the Administrator and Triggers Manager user roles to access these settings.
How triggers work
Triggers can send notifications, display messages, deny entry to a site, and sign people in/out, all strengthening on-site security and health and safety.
Each trigger is attached to a specific event, e.g. a visitor signing in, or a contractor signing out. Rules can narrow the event further, e.g. after a specified time, if an insurance policy has expired.
You can set up as many triggers, events, rules, and actions as you require.
Learn more about how triggers work.
Before you start
Make sure you have:
Set up Community triggers for your location
- Go to Locations, then select the location from the drop-down list.
- Select Triggers.
- Click Create a New Trigger.
- Enter a Name.
- Set the Status to Active.
-
Select a Trigger Event.
- Click Next.
- (Optional) In the Trigger Rules tab, click Create a new rule. Select the rule, complete the fields, then click Next.
- (Optional) Add any other rules you want to narrow when this trigger will activate.
- Click Next.
- In the Trigger Actions tab, click Create a New Action.
- Select an action and fill in the various options that appear.
- To deny access, select Deny Access - Deny Access to a Person from the drop-down menu.
- Enter the Style, Title, and Message to be displayed on the screen using the placeholders to create dynamic content, e.g. the person’s name.
- To send a notification to relevant people, click Create a New Action
- Select Notification: Send an Email or SMS.
- Enter the Recipient(s).
-
Enter the Subject and Message using the placeholders to create dynamic content, e.g. the person’s name.
- Repeat for each trigger you need to set up for your location.
- Click Save & Close.