Change Data Triggers

A trigger can be configured for any change that occurs on an entity. This trigger is generic and can be configured on any entity in the system. The trigger is used to send a notification when a change is made on the entity.

A change data trigger is a grouping mechanism for the change data trigger criteria. It enables you to manage and add the criteria for the entity that the trigger applies to. If there is a match on the change data trigger criteria, a notification is generated, which is populated from a notification template.

Triggers and notifications flow in On Key

The triggers and notifications functionality follows this process:

  1. Data changes somewhere in system, for example a work order is updated by changing its Type Of Work Code. The trigger and the entity to which it applies is set up on the change data trigger.
  2. The information passes through the trigger engine, which then examines the Change Data Trigger Criteria that's defined. It looks at three things when evaluating the change:
    • Filter Expression
    • Old Value Expression
    • New Value Expression.
  3. The expressions can contain Change Data Trigger Criteria Parameters. If all three expressions pass and there's a match, then a notification is registered to be sent for that change data trigger.
  4. The notification template is used to build the notification. Refer to Notification Templates for more information.
  5. The notification is sent to the relevant recipients. Refer to Change Data Trigger Notification Events for more information.

Change data trigger permissions

A user needs the following change data trigger permissions to use this functionality:

  • View
  • Lookup
  • Insert
  • Edit
  • Delete
  • Change Active
  • Change Permission Tree.