The following triggers are currently available for the Business Rules. New triggers will keep on being added as the product evolves. If you have a need or a suggestion for a new trigger, feel free to let us know by logging a new feature request.


Trigger
Description
Details required
On a specific date
Triggers the workflow on a specific date.

The date can be:
  • A set date: the workflow is triggered on the same date for all files within the BR scope.

  • A metadata: the workflow is triggered for each file individually on the day the date in their metadata is reached. 
  • SCOPE: the File Type on which the BR should apply.
    A folder is optional.

  • Whether the workflow should be triggered by a metadata or on a set date.

  • The metadata that should trigger the BR or the set date at which to trigger the BR.
Days before or after a specific date
Triggers the workflow a few days before or after a specific date.

The date comes from a File Type metadata.
  • SCOPE: the File Type on which the BR should apply.
    A folder is optional.

  • Whether the BR should be triggered before or after the date.

  • How many days before or after the date it should be triggered.

  • The metadata that should trigger the BR.
File Type set on document
Triggers the workflow every time the chosen File Type is applied to a document.
  • SCOPE: the File Type that should trigger the BR.
    A folder is optional.
Document metadata edited
Triggers the workflow whenever a metadata value is edited on a document and for a specific File Type.

The BR can be triggered:
  • When the value of a specific metadata is edited only.
  • When the value of any metadata for this File Type is edited.
  • SCOPE: the File Type for which the edition of a metadata should trigger the BR.
    A folder is optional.

  • Whether the BR should be triggered for any metadata, or for the chosen metadata only. 
Document moved in a folder
Triggers the workflow whenever a document is added to a folder.

Both the move of an existing document in the folder and the creation of a new file in the folder trigger this BR.
  • SCOPE: the folder in which the addition of a file should trigger the BR.
    A File Type is optional.
Document moved out of a folder
Triggers the workflow whenever a document is moved out of a folder.

The deletion of a file is NOT considered as a move-out and will thus not trigger this BR.
  • SCOPE: the folder in which the addition of a file should trigger the BR.
    A File Type is optional.
Document archived
Triggers the workflow whenever a document of the selected File Type or from the selected folder is archived.
  • SCOPE: either a File Type or a folder need to be selected.
    The remaining one is optional.
Document deleted
Triggers the workflow whenever a document of the selected File Type or from the selected folder is deleted.


  • SCOPE: either a File Type or a folder need to be selected.
    The remaining one is optional.
New document created
Triggers the workflow whenever a new document is created in the folder.

Warning: using this trigger in parallel to a BR using the "document moved in a folder" trigger would result in the two BRs being triggered whenever a new document is created.

  • SCOPE: the folder in which the creation of a file should trigger the BR.