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Triggering Mode – Trigger from Worksheet

If you choose this trigger mode, the workflow will always monitor a worksheet and automatically execute the set series of actions once there are data changes in this worksheet.

Every automated workflow needs a trigger action to be initiated. It is the first node of the workflow, so it is called the initiating node, the trigger, or the triggering node.

For such a workflow, you need to configure the following: the monitored worksheet, the triggering method, and the triggering conditions.

Worksheet: Select a worksheet and the trigger will monitor the data in this worksheet. Once there are data changes, the workflow will be triggered.

Triggering Method: That is, the way the data in the worksheet is changed. What kind of change can trigger the workflow? Add records? Modify records? Delete records?

Triggering Condition: Filter the data that meets the conditions to enter the workflow.

As set in the figure below:

1). Select the monitored worksheet.

2). Set how to be triggered.

3). Set the filtering conditions.

Triggering Method​

There are 4 types of triggering methods.

1. When creating or updating records​

Select the fields to be monitored and the workflow will be triggered only when the selected fields are filled or modified. You can select multiple fields. If no target field is selected, the workflow is triggered for any additions or changes in the worksheet.

2. Only when creating records​

The workflow is triggered when a new record is added.

3. Only when updating records​

The workflow is triggered when a new record is modified.

4. When deleting records​

The workflow is triggered when a new record is deleted.

Triggering Condition​

For example: Set conditions to filter out requests with an order amount greater than 10,000 to enter the approval process.

Introduction to filtering logics

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