You will need to be a workflow manager of the workflow, or have the Full Write Workflows permission, to add or edit this task. The permission must reach at least one of the workflow's campuses.
The Trigger task sets conditions that, when true, add a person to this workflow automatically. Without a trigger, people need to be added manually, added through form automation, or connected from another workflow.
You can use the Trigger task while adding a new workflow or editing an existing one. In the workflow editor, drag the Trigger task onto the canvas, and its Properties open in the side panel.
Options for Trigger tasks
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 one of these:
Scheduled Query - anyone in the results of the chosen query is added to the workflow. The query runs on the schedule you set.
Profile - whenever a person's profile is added or updated, the chosen query runs. If they appear in the results, they are added to the workflow.
Either way, choose the query from the drop-down of saved queries, or use the three-dot menu to add a new one with + New Query. The same menu has options to Edit the query or Refresh it on screen.
Limit to this workflow's campuses
When a trigger is limited to the workflow's campuses, it enrolls only people whose primary campus is one of the workflow's campuses. If the workflow is at whole organizations, it enrolls people whose primary campus is in those organizations, or who are placed at them.
While multi-campus is off, the same limit works by organization, and someone placed nowhere is not enrolled. With both multi-campus and multi-organization off, there is no limit, but the setting is kept for later.
Disabling a trigger
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 being added automatically, for example while you update the trigger's query.
Go to Automation > Workflows and click the workflow's name to open the Editor.
Click the Trigger task on the canvas to open its Properties.
Check Disable Trigger.
Click Save Now.
The trigger card shows a Disabled label. To turn the trigger back on, uncheck Disable Trigger and click Save Now.
When a trigger turns itself off
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.
Tip: Make sure your workflow has at least one workflow manager so someone receives these alerts. If you see This workflow does not have any managers. in the editor, see How do I manage Workflow Managers?