BrainGrid Controller
Workflow Builder
Triggers
UI Trigger

UI Trigger Setup

UI Triggers are used to perform specific actions in the user interface based on user interactions like clicks and hover events. These triggers can be configured for various UI elements such as tables and forms.

Overview

UI Triggers allow you to set up automated actions in response to user interactions with UI elements. They help streamline processes by linking UI actions to workflows and functions.

Configuring UI Triggers

Configure New Click Action UI Trigger for Table Kebab

To set up a new click action UI trigger for a table kebab menu:

  1. Title: Enter a title for the trigger.
  2. Description: Provide a description of the trigger.
  3. Trigger Method: Select "Click Action."
  4. Choose Location: Select "Table."
  5. Kebab: Choose "New."
  6. New Action: Enter the new action name (e.g., "Approve").

Steps:

  1. Select the menu "Leave Management."
  2. Select the form "Leave Request."
  3. Enable the "Approval Block" option.
  4. Save the configuration.

Outcome: A new action called "Approve" will be added to the table kebab menu for the "Leave Request" form. Clicking on this action will trigger the approval process and update the status to approved.

Configure Existing Click Action UI Trigger for Table Toolbar

To configure an existing click action UI trigger for the table toolbar:

  1. Title: Enter a title for the trigger.
  2. Description: Provide a description of the trigger.
  3. Trigger Method: Select "Click Action."
  4. Choose Location: Select "Table."
  5. Toolbar: Choose "Existing."

Steps:

  1. Select the existing action "View Details" from the dropdown.
  2. Select the menu "Employee Management."
  3. Select the form "Employee Records."
  4. Save the configuration.

Outcome: The trigger will link to the existing "View Details" action in the table toolbar for the "Employee Records" form. Clicking on this action will trigger the view details process.

Configure New Hover Action UI Trigger for Table Kebab

To set up a new hover action UI trigger for a table kebab menu:

  1. Title: Enter a title for the trigger.
  2. Description: Provide a description of the trigger.
  3. Trigger Method: Select "Hover Action."
  4. Choose Location: Select "Table."
  5. Kebab: Choose "New."
  6. New Action: Enter the new action name (e.g., "Highlight").

Steps:

  1. Select the menu "Inventory Management."
  2. Select the form "Product List."
  3. Save the configuration.

Outcome: A new action called "Highlight" will be added to the table kebab menu for the "Product List" form. Hovering over the row will trigger the highlight action.

Configure Existing Hover Action UI Trigger for Table Toolbar

To configure an existing hover action UI trigger for the table toolbar:

  1. Title: Enter a title for the trigger.
  2. Description: Provide a description of the trigger.
  3. Trigger Method: Select "Hover Action."
  4. Choose Location: Select "Table."
  5. Toolbar: Choose "Existing."

Steps:

  1. Select the existing action "Tooltip" from the dropdown.
  2. Select the menu "Sales Management."
  3. Select the form "Sales Orders."
  4. Save the configuration.

Outcome: The trigger will link to the existing "Tooltip" action in the table toolbar for the "Sales Orders" form. Hovering over the action will display the tooltip.

Configure Click Action UI Trigger for Form Submission

To configure a click action UI trigger for form submission:

  1. Title: Enter a title for the trigger.
  2. Description: Provide a description of the trigger.
  3. Trigger Method: Select "Click Action."
  4. Choose Location: Select "Form."

Steps:

  1. Select the action "Submit" from the dropdown.
  2. Select the menu "Feedback."
  3. Select the form "Feedback Form."
  4. Save the configuration.

Outcome: The trigger will link to the "Submit" action in the "Feedback Form." Clicking on the "Submit" action will trigger the form submission process.

Validate UI Trigger Configuration

To review and validate the UI Trigger configuration:

  1. Action: Review the configured details.
  2. Expected Outcome: Ensure the following values are correct:
    • Title
    • Description
    • Trigger Method
    • Choose Location
    • New/Existing Action
    • Selected Menu and Form
    • Approval Block (if applicable)

Verify Approval Process Trigger on Table Kebab Click Action

To verify the approval process trigger for a table kebab click action:

  1. Given: A "UI Trigger" event is configured for the table kebab click action with the "Approve" action.
  2. When: Click the "Approve" action in the table kebab menu.
  3. Then: The approval process should be triggered, and the leave request status should be updated to approved.

Verify Hover Action Trigger for Table Kebab

To verify the hover action trigger for a table kebab menu:

  1. Given: A "UI Trigger" event is configured for the table kebab hover action with the "Highlight" action.
  2. When: Hover over a row in the "Product List" table.
  3. Then: The highlight action should be triggered.

Verify Click Action Trigger for Form Submission

To verify the click action trigger for form submission:

  1. Given: A "UI Trigger" event is configured for form submission with the "Submit" action.
  2. When: Click the "Submit" action in the "Feedback Form."
  3. Then: The form submission process should be triggered.

Summary

UI Triggers are essential for enhancing user interactions with UI elements. By configuring and validating these triggers, users can automate actions and improve the efficiency of workflows based on user interactions.

Database Trigger Field Change Trigger