Triggering actions from metrics

You can create one or more triggers on a metric. Each trigger has its own independent threshold and trigger action that fires automatically when the threshold is crossed.

Select a metric to trigger on

From the metrics page, select the metric to trigger on and then click Manage Triggers.

  1. Open the Results app.
  2. Open the collection that contains the table you want to work with.
  3. For the table you want to work with, click the number in the Metrics column.
  4. From the list of metrics, select the metric you want to view.
  5. Below the metric sparkline, click Manage Triggers.

Result a dialog box opens and you can work with triggers for the selected metric.

Create a new trigger

Once you have selected which metric to trigger on and see the dialog box with trigger options, click New and create the trigger.

  1. Enter the name for the trigger in the text box.

    The character limit is 255.

  2. In the Conditions area, select Metric.

    If you navigated to the trigger configuration window from the Configure Metric panel, this option is pre-selected automatically.

    Note

    You can only select a metric that is associated with the Data Analytic, Event Report, or Survey.

  3. Select the appropriate metric and define the condition and value that will cause the trigger to execute.

    If you navigated to the trigger configuration window from the Configure Metric panel, the metric is pre-selected automatically.

  4. Optional. Define the color of the threshold.
  5. In the Actions area, specify which user(s) should be notified if the metric reaches the defined threshold.

    The Notify option is automatically selected. When you notify a user, the user receives an email with a link to the metric.

    Note

    If you don't receive the email notification, check your spam or junk folder.

  6. In the Frequency area, define when the trigger will execute:
    7. Setting Description
    Real-time > Record

    Evaluates trigger conditions any time a record is created or updated.

    The Only for new records checkbox is disabled when you create triggers based on metrics. These types of triggers execute when data exceeds the threshold you defined in the condition.
    Schedule

    Evaluates the trigger conditions on a specified frequency (daily, weekly, monthly, quarterly, or on a custom schedule). You can also specify the time to run the trigger.

    When scheduling a new trigger, the default time zone is the one set in your Launchpad user profile. For more information, see Update your profile. When editing an existing trigger, the Results app remembers the time zone set previously.

    Time changes due to daylight savings time can cause overnight triggers to execute in ways you did not expect. For more information, see How daylight savings time affects scheduled triggers.

To save the new metric, click Save.

Edit a trigger

Once you have selected which metric to trigger on and see the dialog box with trigger options, click the trigger you want to edit and make the required changes.

  1. Enter the name for the trigger in the text box.

    The character limit is 255.

  2. In the Conditions area, select Metric.

    If you navigated to the trigger configuration window from the Configure Metric panel, this option is pre-selected automatically.

    Note

    You can only select a metric that is associated with the Data Analytic, Event Report, or Survey.

  3. Select the appropriate metric and define the condition and value that will cause the trigger to execute.

    If you navigated to the trigger configuration window from the Configure Metric panel, the metric is pre-selected automatically.

  4. Optional. Define the color of the threshold.
  5. In the Actions area, specify which user(s) should be notified if the metric reaches the defined threshold.

    The Notify option is automatically selected. When you notify a user, the user receives an email with a link to the metric.

    Note

    If you don't receive the email notification, check your spam or junk folder.

  6. In the Frequency area, define when the trigger will execute:
    7. Setting Description
    Real-time > Record

    Evaluates trigger conditions any time a record is created or updated.

    The Only for new records checkbox is disabled when you create triggers based on metrics. These types of triggers execute when data exceeds the threshold you defined in the condition.
    Schedule

    Evaluates the trigger conditions on a specified frequency (daily, weekly, monthly, quarterly, or on a custom schedule). You can also specify the time to run the trigger.

    When scheduling a new trigger, the default time zone is the one set in your Launchpad user profile. For more information, see Update your profile. When editing an existing trigger, the Results app remembers the time zone set previously.

    Time changes due to daylight savings time can cause overnight triggers to execute in ways you did not expect. For more information, see How daylight savings time affects scheduled triggers.

To save the new metric, click Save.

Enable or disable a trigger

Enable a trigger so that it runs at its next scheduled time, or disable it to stop it from running.

Once you have selected which metric to trigger on and see the dialog box with trigger options, do one of the following:

  • turn on the toggle to enable the trigger
  • turn off the toggle to disable the trigger

Result enabling a trigger does not immediately cause the trigger to run. The trigger runs during its next scheduled time. Disabling a trigger stops the trigger from running but does not remove the trigger.

Delete a trigger

Once you have selected which metric to trigger on and see the dialog box with trigger options, click Delete next to the trigger you want to delete.

Result the trigger is permanently removed.