The Trigger task allows you to set conditions which, when true, automatically add the person to this workflow. If there is no trigger, then a person will need to be manually added, set to be added via form automation, or connected from another workflow into the current one.

You can use the Trigger task while adding a new workflow or editing an existing one. In the workflow editor, just drag the Trigger task into the canvas area, and you will find the Properties for the Trigger open in the side modal.

Name - the optional name of the trigger
​Description - the optional brief description of the trigger

Disable Trigger - when checked, the trigger stops adding people to the workflow. The workflow itself stays enabled. See Disabling a trigger below.

Trigger Type - choose from the options below:

In either case, the query can be chosen from the dropdown list of saved queries or you can use the 3-dots menu to add a new one by choosing + New Query. This menu also includes the options to Edit the query or Refresh the query on screen.

You can turn off a single trigger without disabling the whole workflow or deleting the Trigger task. This is useful when you want to stop new people from being added automatically, for example while you update the trigger's query.

The Trigger card shows a Disabled label. To turn the trigger back on, uncheck Disable Trigger and click Save Now.

If a trigger runs into an error, One Church Software disables it automatically and emails every Workflow Manager on the workflow with details about what happened. Once you've fixed the problem, uncheck Disable Trigger and click Save Now to turn it back on.