NoteIf you are using Plumsail HelpDesk with version older than 1.3.0, please follow this link to learn about triggers.
Triggers allow you to set up automatic execution of arbitrary sets of actions based on events and conditions. A bunch of triggers designed for sending notifications is available out-of-the-box. Find them in the screenshot below. You can create your own triggers and define actions for them in accordance with your needs.
Navigate to the settings using the icon in the navbar:
Then click the "Triggers" tab. Here you can find the list of pre-defined triggers. All pre-defined triggers are active but you can uncheck this option in trigger’s configuration menu.
For instance, there is a built-in trigger called “Notification: Requester – Ticket resolved”. It sends a notification to a requester when the ticket status is changed to "Solved". Let's open this trigger for edit and see what is inside:
As you can see, the trigger is active and you can find trigger’s logs in its history.
Trigger's forms fields:
The condition is:
[Ticket.InternalStatus.Title] equals ‘Solved’ and [Ticket.InternalStatus.Title] not equal to [LastTicketVersion.InternalStatus.Title]
You can make sure that your condition is valid by clicking ‘Validate’ button. If it is not, you will notice an alert message.
The condition literally says: InternalStatus is changed and InternalStatus is equal to “Solved”. InternalStatus is an internal name of a column in the Tickets list.
So, you can access field values of the ticket or comment using syntax:
If the trigger’s event is “Ticket has been changed” you can also access previous values this way:
NoteYou may notice that we have used InternalStatus column instead of Status column in this example. There is actually a separate list of ticket statuses with display names and internal names. We recommend to use InternalStatus in conditions, as it is internal ticket status name, which should not be not changed in future. To get more information about it read this article.
The list of actions contains a single action "Send email". Each action in the list has a short description of what it does. This action sends an email to requester and Cc. Click the action to expand its settings:
Find the detailed description of the "Send email" action in the "Actions" section.
After the action is completed, you can make sure that the trigger is working by unfolding logs history. If it is working, you will find a message in logs which says "Condition result: true".
Conditions determine whether the actions have to be executed. They support references to fields of the current item (ticket or comment) by their internal names. For example,
[Ticket.Title] returns the value of the Title field.
There is a number of operators and functions available in conditions, e.g. logical operators
For the complete list see condition syntax.
To add a new action you can click the "Add new action" link.
There are three types of actions:
The list of actions may contain multiple actions which will be executed sequentially one by one starting from the top. To reorder actions, drag the action's header and drop it to the desirable place.
To save changes of the trigger, click the "Save" button. To discard the changes, click the "Cancel" button.
This action sends an email to multiple recipients. You can use tokens and snippets in the message's title and body to automatically populate information on the current item.
"Send email" action has the following properties:
Find the complete description of the context tokens and snippets in Tokens and snippets section.
This action starts the specified workflow.
"Start workflow" action has the following properties:
This action sets the value of the public field of the ticket.
"Set field" action has following properties: