Trigger actions

Overview

Trigger actions let you automate tasks such as assigning reviewers, fast-tracking state changes, or sending custom email notifications when a workflow event occurs.

You can set one or more trigger actions for a named event in the workflow.

When the event occurs, the trigger verifies that any required conditions are met before executing the assigned actions.

For example, the following trigger displays an on-screen message notification when the state changes to the Rejected state.

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You can add one or more actions to a workflow trigger using the Add Action option in the visual editor.

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You can customize some workflow actions using the visual editor, such as adding custom content for a notification or choosing the users or groups to include when adding a page-level restriction.

Actions let you approve or reject approvals, add and remove page view or edit restrictions, send custom emails, or add or remove one or more page labels.

Trigger actions

Trigger actions include:

Adding a trigger action

A workflow trigger can be added to a workflow using the visual editor or the code editor. You can add one or more actions to each workflow trigger.

One or more trigger actions are added using the Add Action option:

• choose Add Action to open a dialog box to select a trigger action

• select a trigger action using the Actions dropdown menu

• add any action parameter values (including mandatory parameters)

• choose Add

You also need to apply these changes to the workflow trigger in the Add trigger or Edit trigger box. You can then Save the trigger changes to the workflow.

Adding a workflow trigger in the visual editor, automatically updates the workflow template in the code editor:

You can add the trigger and trigger action as JSON code using the code editor. The editor includes JSON schema help for workflow triggers and the actions.