View a Triggered Action
To view or edit the configuration details of an existing Triggered Action:
-
Select Rules from the top navigation bar, then select Triggered Actions from the side navigation menu. The Triggered Actions screen is displayed.
-
Optionally, search for the desired Triggered Action (see
The Triggered Actions screen is presented as a spreadsheet-style grid, where each row represents a Triggered Action.
The first column (Trigger) displays the high-level properties of the Triggered Action, such as its name, trigger definition, and description. To edit the high-level properties of a Triggered Action, click the Edit icon in the last column. The Edit Trigger tabbed modal is displayed, with the Basic Information tab selected.
The second column (Condition) displays a descriptive summary of the condition for this Triggered Action. This summary is automatically generated by the platform, and is intended to provide a clear, human-readable description of the condition's rules. If the platform is unable to generate this summary, a message reading "Summary unavailable - View logic in Edit" is displayed. If no conditions have been defined, a message reading "Always" is displayed. If you edit the conditions for a Triggered Action, the platform will automatically update this summary. To edit the conditions defined for this Triggered Action, click the Edit icon in the last column. The Edit Trigger tabbed modal is displayed. Select the Conditions & Expressions tab.
The third column (Action) displays a descriptive summary of the action the platform will perform when this Triggered Action executes. This summary is automatically generated by the platform, and is intended to provide a clear, human-readable description of the action. If the platform is unable to generate this summary, a message reading "Summary unavailable - View logic in Edit" is displayed. If the action has not yet been defined, a message reading "Action details unavailable" is displayed. If you edit the action for a Triggered Action, the platform will automatically update this summary. To edit the action defined for this Triggered Action, click the Edit icon in the last column. The Edit Trigger pop-up window is displayed. Select the Action & Settings tab.
The fourth column (Status) displays the Triggered Action status, Effectivity Period, and Published Date (for published Triggered Action). To edit these configuration details, click the Edit icon in the last column. The Edit Trigger pop-up window is displayed. Select the Status & Effectivity tab.
The final column displays icons for editing, copying, and deleting the Triggered Action. For Published Triggered Actions, you can also view execution statistics (see View Triggered Action Statistics).
