Field Change Trigger Setup

Field Change Triggers allow the Workflow Management module to react to changes in specific fields of tables. This feature helps automate workflows based on modifications or entries in table fields.

Overview

Field Change Triggers can be configured for both static and dynamic tables to monitor changes such as entries or modifications. By setting up these triggers, users can automate responses based on specific field changes, ensuring that workflows are executed as needed when data is altered.

Configuring Field Change Triggers

Configure Entry Field Change Trigger for Static Table

To configure an entry field change trigger for a static table:

1. Title: Provide a descriptive title for the trigger.
2. Description: Explain the purpose of the trigger.
3. Trigger Method: Select Entry.
4. Source Table: Choose the static table to monitor.
5. Table Field: Select the specific field to monitor for changes.

Outcome: The Field Change Trigger will be set to monitor the "Role Name" field of the "User Roles" table for entry changes.

Configure Modify Field Change Trigger for Static Table

To configure a modify field change trigger for a static table:

1. Title: Provide a descriptive title for the trigger.
2. Description: Explain the purpose of the trigger.
3. Trigger Method: Select Modify.
4. Source Table: Choose the static table to monitor.
5. Table Field: Select the specific field to monitor for modifications.

Outcome: The Field Change Trigger will be set to monitor the "Department Name" field of the "User Department" table for modifications.

Configure Entry Field Change Trigger for Dynamic Table

To configure an entry field change trigger for a dynamic table:

1. Title: Provide a descriptive title for the trigger.
2. Description: Explain the purpose of the trigger.
3. Trigger Method: Select Entry.
4. Source Table: Choose the dynamic table to monitor.
5. Table Field: Select the specific field to monitor for changes.

Outcome: The Field Change Trigger will be set to monitor the "Student Name" field of the "Student Information" form for entry changes.

Configure Modify Field Change Trigger for Dynamic Table

To configure a modify field change trigger for a dynamic table:

1. Title: Provide a descriptive title for the trigger.
2. Description: Explain the purpose of the trigger.
3. Trigger Method: Select Modify.
4. Source Table: Choose the dynamic table to monitor.
5. Table Field: Select the specific field to monitor for modifications.

Outcome: The Field Change Trigger will be set to monitor the "Course Description" field of the "Course Information" form for modifications.

Validating Field Change Triggers

To validate the configuration of a Field Change Trigger:

1. Review Configuration: Ensure all fields are correctly filled with appropriate values.
2. Check Trigger Method: Confirm that the correct trigger method is selected.
3. Verify Source Table: Ensure that the appropriate table is selected for monitoring.
4. Confirm Table Field: Make sure the correct field is selected for monitoring.

Validation Checklist:

• Title
• Description
• Trigger Method
• Source Table
• Selected Table Field

Verifying Field Change Trigger Activation

Verify Entry Field Change Trigger on Dynamic Table

To verify the activation of an entry field change trigger for a dynamic table:

1. Trigger: Make an entry in the monitored field of the dynamic table.
2. Expected Outcome:
   • The Field Change Trigger should be activated.
   • The configured workflow should be executed.

Verify Modify Field Change Trigger on Dynamic Table

To verify the activation of a modify field change trigger for a dynamic table:

1. Trigger: Modify the monitored field in the dynamic table.
2. Expected Outcome:
   • The Field Change Trigger should be activated.
   • The configured workflow should be executed.

Summary

Field Change Triggers in the Workflow Management module enable automation based on specific field changes within static and dynamic tables. By configuring and validating these triggers, users can ensure that workflows react appropriately to data changes, whether they involve new entries or modifications in table fields.