Triggers
The trigger (also called the event) defines when a rule runs. Every rule has exactly one trigger.
Besides event-based triggers, each supported area also provides the trigger Started manually. Rules with this trigger are started by the rule owner from the Automation menu for selected records.
Which triggers are available depends on the area you create the rule in. A rule started from the task list offers task triggers, a rule started from the project list offers project triggers, and so on. The trigger is the entry point that hands the affected record to the rule's conditions and actions.
For how to pick a trigger in the editor, see Creating a rule.
Tasks
| Trigger | Fires when … |
|---|---|
| Task item created | a new task is created. |
| Task item updated | an existing task is changed. |
| Task item deleted | a task is deleted. |
| Task item marked as done | a task is marked as completed. |
| Task item status changed | a task's status changes. |
| Task item assigned | a task is assigned to a resource. |
| Task item assigned to me | a task is assigned to you. |
| Task item overdue | a task passes its due date without being completed. |
| Started manually | you start the rule from the Automation menu for selected tasks. |
Projects
| Trigger | Fires when … |
|---|---|
| Project created | a new project is created. |
| Project updated | an existing project is changed. |
| Project deleted | a project is deleted. |
| Project status changed | a project's status changes. |
| Started manually | you start the rule from the Automation menu for selected projects. |
Budgets
| Trigger | Fires when … |
|---|---|
| Budget created | a new budget is created. |
| Budget updated | an existing budget is changed. |
| Budget deleted | a budget is deleted. |
| Started manually | you start the rule from the Automation menu for selected budgets. |
Documents
| Trigger | Fires when … |
|---|---|
| Document created | a new document is created. |
| Document updated | an existing document is changed. |
| Document deleted | a document is deleted. |
| Started manually | you start the rule from the Automation menu for selected documents. |
Time entries
| Trigger | Fires when … |
|---|---|
| Time entry created | a new time entry is created. |
| Time entry updated | an existing time entry is changed. |
| Time entry deleted | a time entry is deleted. |
| Started manually | you start the rule from the Automation menu for selected time entries. |
Planning
| Trigger | Fires when … |
|---|---|
| Planning element created | a new planning element is created. |
| Planning element updated | an existing planning element is changed. |
| Planning element deleted | a planning element is deleted. |
| Started manually | you start the rule from the Automation menu for selected planning elements. |
Line items
| Trigger | Fires when … |
|---|---|
| Line item created | a new line item is created. |
| Line item updated | an existing line item is changed. |
| Line item deleted | a line item is deleted. |
| Started manually | you start the rule from the Automation menu for selected line items. |
Risks
| Trigger | Fires when … |
|---|---|
| Risk created | a new risk is created. |
| Risk updated | an existing risk is changed. |
| Risk deleted | a risk is deleted. |
| Started manually | you start the rule from the Automation menu for selected risks. |
People
| Trigger | Fires when … |
|---|---|
| Contact created | a new contact is created. |
| Contact updated | an existing contact is changed. |
| Contact deleted | a contact is deleted. |
Organizations
| Trigger | Fires when … |
|---|---|
| Organization created | a new organization is created. |
| Organization updated | an existing organization is changed. |
| Organization deleted | an organization is deleted. |
Only the …updated trigger of each area enables the before-change operators in conditions, which compare a field's value before and after the change. See Conditions for details.