Workflow triggers and their attributes

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This topic provides detailed information on workflow triggers available and their specific configurable attributes. Workflow triggers include scheduled or time based; file, folder, and shared inbox events; and so on.

Manual

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Launch (trigger) the workflow with one of these manual triggers.

A workflow with a manual trigger must contain at least one Transfer action or Send package action.

  • Run now

    For any workflow you own or manage, simply right-click the workflow and select Run now.

  • API call

    Use an API call to launch the workflow. Send a POST call to this endpoint: /workflows/:id/launch.

Time schedule

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Launch the workflow at a recurring scheduled time.

A workflow with a time-based trigger must contain at least one Transfer action or Send package action.
  • Select a date and time to launch the workflow.
  • Set the time interval for the recurring launch.
  • If desired, set a date to end the workflow. After this date, passage of the configured interval no longer launches the workflow. Set the toggle to Yes, then set the date and time to end the recurrence.
For example, you create an automated workflow that takes about two hours to complete.
  • In the The flow starts field, set the initial start time to January 1 at 1:00 AM.
  • In the Repeats every fields, set the recurrence interval to 6 hours.
  • The workflow first runs on January 1 at 1:00 AM.
  • The workflow completes in two hours, around 3:00 AM. Then the 6-hour recurrence interval begins (at around 3:00 AM).
  • The workflow runs during the next 6-hour interval, before 9:00 AM (3:00 AM + 6 hour interval).

File addition event

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Launch the workflow when Automation detects a new file in the folder you select. You can select a folder on an attached node or in a workspace.

Select the folder to monitor and set file conditions if required.
  1. Click Choose an option.
  2. To select a folder on a node, do the following:
    1. Select On a node, select the node, enter the node secret, then click Log in.
    2. Select the folder to be the trigger for this workflow, then click Select.

      You can navigate into a folder. You can create a new folder.

  3. To select a folder in a workspace, do the following:
    1. Select the workspace.

      Select from the list of workspaces where you are a member. To select a workspace where you are not a member, go back to step 2 and navigate to the desired folder on the node.

    2. Click Browse folders to see your own home folder in the workspace. Select the folder, or create and select a new folder.
    3. If you are an org admin, click Browse shared folders to see all shared folders in the workspace.
    4. Click Select.
  4. In Trigger when, do the following:
    • To trigger the workflow when any new file is detected, select Any file is added.
    • To trigger only when a new file of a certain name, size, or type is detected, select Custom, then configure the conditions.

      You can configure multiple conditions; click Add condition.

  5. Click Save.

When Automation detects a new matching file in that folder, the workflow launches.

Shared inbox event

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Launch the workflow when Automation detects a new package in the shared inbox you select.

Select the workspace, then the shared inbox.
  • Any file is added

    Launch the workflow when Automation detects any new package in the shared inbox.

  • Custom

    Select one or more of the configured metadata fields on the shared inbox, an operator, and a value. When a package arrives that matches the condition(s) you set, the workflow launches.

File or folder deletion event

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Launch the workflow when Automation detects that a file or folder was deleted (Files app). You can select a folder on an attached node or in a workspace.

Select the folder to monitor and set file conditions if required.
  1. Click Choose an option, or click Change if already selected.
  2. To select a folder on a node, do the following:
    1. Select On a node, select the node, enter the node secret, then click Log in.
    2. Select the folder to be the trigger for this workflow, then click Select.

      You can navigate into a folder. You can create a new folder.

  3. To select a folder in a workspace, do the following:
    1. Select the workspace.

      Select from the list of workspaces where you are a member. To select a workspace where you are not a member, go back to step 2 and navigate to the desired folder on the node.

    2. Click Browse folders to see your own home folder in the workspace. Select the folder, or create and select a new folder.
    3. If you are an org admin, click Browse shared folders to see all shared folders in the workspace.
    4. Click Select.
  4. In Trigger when, do any of the following:
    • To trigger the workflow only when the trigger folder is deleted, select This folder is deleted.
    • Select the boxes so that the workflow launches when either the trigger folder OR the top-level item in the trigger folder is deleted.
    • To trigger the workflow when either the trigger folder OR when a file of a certain name, size, or type is deleted, select Custom, then configure the conditions.

      You can configure multiple conditions; click Add condition.

  5. Click Save.