Creating a Trigger - Platform - Foundation 24.1 - Foundation 24.1 - Ready - Hyland RPA - external - Hyland-RPA/Platform/Foundation-24.1/Hyland-RPA-Platform/Hyland-RPA-Web-Manager/Automations/Groups/Schedules/Creating-a-Trigger - 2025-04-03

Hyland RPA Platform

Platform
Hyland RPA
Product
Platform
Release
Foundation 24.1
License
To create a trigger:
  1. In the left pane, on the Automations tab, select Groups.
    The Groups pane is displayed.
  2. Click next to the group you want to add a schedule to and then click Triggers.
    The Group Details pane is displayed.
  3. Click Create Add.jpg
    The Create trigger dialog box is displayed.
  4. Select a Process from the drop-down list.
  5. Select a Task Type from the drop-down list.
  6. Select an Interval from the drop-down list.
    This defines the time interval in which the system executes the trigger.
  7. To specify the condition for the execution of the trigger, select a Task creation mode from the drop-down list.
    • Always: The trigger is always executed.

    • Check pending: The trigger checks whether a task with the status Pending already exists for the same process and task type. If true, the trigger does not create a new task. If false, the trigger creates a new task.

    • Check pending or assigned: The trigger checks whether a task with the status Pending or Assigned already exists for the same process and task type. If true, the trigger does not create a new task. If false, the trigger creates a new task.

  8. Select a Status for the created task from the drop-down list.
    • Pending: Creates a task with the status Pending.

    • Assigned: Creates a task with the status Assigned. In this case, the system checks the conditions specified in the Task Creation Mode property, creates a task and assigns it to each active agent of the group.

  9. Select whether the task is Redoable.
    • Yes: The created task is redoable.

    • No: The created task is not redoable.

  10. Optional. Specify the static Input data provided for the created task.
  11. Click Save.