The Correction trigger view

Use these settings to specify a trigger in Admin Center.

To access this view in Admin Center: Select a Services node in the tree view and click Workflow, click the Triggers tab. Then click the name of an existing trigger, or click ADD CORRECTION TRIGGER while editing the workflow settings.

Name A descriptive name for the trigger.
Start workflow The workflow you want to use when all of the conditions are true.
ADD Displays settings which you can use to make the step conditional. You can add more than one condition.
NAME Specifies the type of field you use in the condition. The type you choose here also determines what appears in the adjacent box. For example, if you select Amount field in the NAME box, all of the amount fields are available for selection in the PARAMETER box.

This setting is the same as the FIELD TYPE setting with one exception: here you can select field validations as a condition. When a validation rule is selected, you can only select Equals and Validation error in the Operation and Value settings. In other words, you can use this setting to trigger workflows based on validation errors. Only validations that are enabled for workflows in the Document type view can be displayed here.

Validation rules cannot be overridden while in a workflow step. If you receive a validation error while processing a document in a workflow, you must correct the error to proceed.

PARAMETER Specifies the specific field or validation rule that you want to use for comparison. The choices that appear here vary, depending on what you select in the Name setting.
OPERATION Determines how the value of the field is evaluated.
  • Contains - The condition is true if the any part of the field value matches the text you specify. For example, if you specify "me", the condition is true for "ACME Inc" and "Multimedia Co." but not for "Example Corp."
  • Begins with - The condition is true if the field value begins with the text you specify. For example, if you specify "ac" the condition is true for "ACME Inc" but it is not true for "First AC Corp."
  • Equals - The condition is true if the field value matches the value you specify.
  • Not equals - The condition is true if the field value does not match the value you specify.
  • None equals - The condition is true if none of the field values in the same column match the value you specify.
  • Greater than - The condition is true if the field value is greater than the value you specify.
  • Less than - The condition is true if the field value is less than the value you specify.
  • In list - Displays a link that you can click to display a dialog which you can use to specify a list of items. When a field is evaluated using this operation, it is considered true if the field value appears in the list.

    This operation is only available if the field type is set to Supplier, Buyer, Coding field or Text field.

  • Not in list - Displays a link that you can click to display a dialog which you can use to specify a list of items. When a field is evaluated using this operation, it is considered true if the field value does not appear in the list.

    This operation is only available if the field type is set to Supplier, Buyer, Coding field or Text field.

VALUE Specifies the value which determines if the condition is true. Alternatively, if you choose Supplier, Buyer, Coding field or Text field in the Type setting, and select In list or Not in list as the Operation, a link is displayed that you can click to specify a list of items.
Deletes the condition.