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Creating Event Triggers in Custom Forms

Event triggers allow you to automate actions based on specific conditions in the EHS-Dashboard. For example, you can send email alerts when a form is submitted, generate related forms (like CAPAs) when certain criteria are met, update metrics or material data fields, or kick off other workflow steps without manual intervention.

When to Use Event Triggers

Event triggers are useful when you want the system to:

• Automatically send notifications based on form submissions or status changes
• Generate related forms when criteria are met (ex: create a CAPA when an incident indicates corrective action is required)
• Update metric or material fields based on changes in another record
• Trigger tasks or reminders when data conditions are satisfied
• Drive downstream actions without human intervention

Triggers are based on conditions that evaluate user actions (e.g., saving or updating a form) or specific data values.

Step 1: Open the Form You Want to Add a Trigger To

  1. Log into the EHS-Dashboard.

  2. Navigate to Admin → Custom Forms.

  3. Select the form you want to configure.

  4. Click Edit.

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Step 2: Add or Identify the Field You Will Use as a Trigger

  1. Ensure the form has a field whose value will act as the basis for the trigger. Examples include:
    Status dropdown (ex: Lock Applied → Back In Service)
    Yes/No field (ex: Corrective Action Required?)
    Numeric field (ex: Severity level)

  2. If the field does not exist yet, add it now.

Example fields to include:
Status
Corrective Action Required?
Metric or material data inputs
Review or approval flags


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Step 3: Configure Field Logic and Trigger Actions

  1. Select the field you want the trigger logic applied to.
    (Important: If the trigger action is external to the form (ex: creating a related form, sending an email alert, or generating a task), the logic should be placed on the Facility field. If the logic is internal (ex: showing/hiding a field or requiring a field based on a response), the logic should be placed on the affected form field.)

  2. Open the field settings and navigate to the Logic / Trigger section.

  3. Select the option to create a new trigger.

  4. Define the condition that will activate the trigger.

Examples include:
If Status = Back In Service
If Corrective Action Required? = Yes

      5.   Configure the action that should occur when the condition is met.

Common trigger actions include:
Send email notifications
Generate related forms (ex: CAPAs)
Update form fields or metric/material data entries
Create tasks or reminders

Note: Field logic can support multiple conditions (AND/OR) to allow more advanced workflows.

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Step 4: Save and Test Your Trigger

  1. Click Save in the form builder.

  2. Create or update a record that meets the trigger condition.

  3. Confirm the correct action occurs (email sent, form generated, field updated, etc.).

Testing triggers is important to ensure workflows activate only when intended.

Important

  • When adding email addresses manually, type the address fully and press Enter to anchor it in the logic.

  • Once all event triggers are configured, scroll down and click Save and Exit.

Congratulations! You have successfully configured event triggers for your forms.