1. Requests
   
2. Problems
   
3. Changes
   
4. Projects
   
5. Releases
   
6. Solutions
   
7. Assets
   
8. CMDB
   
9. Purchases
   
10. Contracts
    
11. Custom Module

1. Use the module drop-down to navigate to the relevant module.
   
2. Click New Trigger.
   

Field Name	Description
Name	Give the trigger an appropriate name. This is a mandatory field.
Description	Briefly describe the trigger usage and associated actions.
Customer	Select the customer you wish to create the trigger. You can choose to create the trigger for a specific customer or select All Customers to apply the trigger universally across the application.
Trigger applies to	Choose the module sub-entity to which the trigger must be configured. This field value cannot be edited later. Click here to learn about the various sub-entities in each modules where triggers can be applied.
Execute  when a [module record] is	Choose when to execute the trigger - when a record is created, edited, or deleted in the selected module. Record: An entity such as incident requests, changes, solutions, or assets created in various modules.
Execute during	Choose the duration to execute trigger - any time, within, or outside the organization's operational hours. By default, Any time is selected.
Enable Trigger	Maintain the trigger in a usable status. If disabled, the trigger will not be executed.

Field	Description
Apply triggers on this [module record]	Based on conditions - Define the criteria to apply the trigger Select column, criteria, and the value. In the Column drop-down, you can select sub-fields by clicking > beside the field name. For certain fields, you can enter $ in the value combo box to configure the criteria based on dynamic input. Click to add multiple criteria using AND/OR operators. Drag a criteria over the indentation space below another criteria to add it as sub-criteria. Criteria containing sub-criteria are denoted with a drop-down icon.  You can configure up to 50 criteria in a trigger.  Without condition - Apply trigger to all records in the module.
Execute trigger when a [module record] is edited (Displayed only if the trigger is applicable on edit operations)	If the trigger is set to execute when a record is edited and based on conditions, you can choose to execute the trigger: Every time - Every time a record is edited When any field in the condition is edited - Only if a field specified in the criteria is edited in the module/record.

1. Execute custom functions
   
2. Create tasks
   
3. Place webhook calls
   
4. Execute timers
   
5. Send notifications
   
6. Execute Circuit (Available only for Request and Change modules if Zoho Circuit integration is enabled)
   

Notifications created within triggers, that are created under the All Customers filter, will be generated for the MSP Base Site.

Sub-Entities Available 

List View Operations 

1. Preview trigger: Click a trigger row to expand and preview the details.
   
2. Edit trigger: Click > Edit beside the required trigger.
   
3. Enable/Disable trigger: Click > Enable/Disable beside the required trigger. The option differs based on the status of the trigger. You can also use the toggle option under Status column.
   
4. Delete trigger: Click > Delete beside the required trigger.
   
5. Bulk Actions: You can enable, disable, or delete triggers in bulk. Select the required triggers using the checkbox beside each trigger. Click Actions and choose the required action.
   
6. Search triggers: Use the icon to search through triggers using criteria. Add the criteria, value and click Enter. You can add multiple search criteria using the icon. After the results are displayed, click on the existing criteria to edit it.
   
7. Decide list view layout: Click the icon to limit the number of triggers listed and to define the sort order.