How to Setup Triggers on Documents

Log in to the Web Dashboard or SkillSignal Admin Center

① Go to "Form Builder and Library" module then choose the document where you want to setup triggers. 

In case the document is not yet in your library, feel free to upload it, and use this article as a helpful guide:
How to Create a New Template Document and Assign it to a Project

②  In the "Actions column" to the right of the document, click the "Edit" option or the blue pen icon 🖊️ next to the document.

③ After selecting the document to edit, navigate to the left panel and click on "Add Field." From here, follow these 5 steps based on your document's requirements:

Step 1: Field Type

Select the appropriate option from the dropdown menu based on your needs.

Step 2: Field Name

This is where you'll set up the trigger. Simply enter your trigger in the provided field by following this format:

Field Name: Emergency Exits + Value: Not Clear

Trigger: Emergency Exits - Not Clear

Step 3: Field Properties

Specify if this field should be required, read-only, or multi-line.

Step 4: Add Field

Step 5: Apply Fields

Once the document is fully configured and the trigger is set, you'll receive an automatic email notification.

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When you view the submitted document from the notification email, the trigger should appear as shown in the screenshot below:

Now that you’ve added the triggers to the document, enable the Document Trigger Alert in your Project setup. Refer to this link for a step-by-step guide:

Enabling Document Trigger Alerts for Your Project