Triggers

Overview

The Triggers tab allows administrators to configure automated execution of processes based on predefined conditions.

Triggers enable:

• Scheduled process execution
• Event-based automation
• Conditional workflow initiation
• Background monitoring and job creation

Instead of manually running processes, Triggers automatically queue jobs when their defined criteria are met.

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How to Access

From the AI Command Center, navigate to: Local Agents → Triggers

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Creating and Configuring a Trigger

Creating

To create a new Trigger:

1. Open the Triggers tab.
2. Click New Trigger.
3. Complete configuration across:
   • Trigger Tab
   • Execution Target Tab
   • Parameters Tab
4. Click Create.

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Configuring

Configure the basic trigger details:

• Enter a Trigger Name
• Select a Process to execute
• Choose the Trigger Type from the dropdown
• Configure criteria based on selected type:
  • Time Trigger Criteria
  • Email Trigger Criteria
  • File System Trigger Criteria
  • List Trigger Criteria
• (Optional) Define a Start Date
• (Optional) Define an Expiry Date

By default:

• The trigger activates immediately
• The trigger never expires unless specified

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Triggers View

The Triggers tab displays all configured triggers as per view filter selection.

View	Description
My Triggers	Displays triggers created by the logged-in user (default view).
All Triggers	Displays all triggers available in the system.

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Trigger Actions

The following actions are available based on permissions:

Action	Description
View	View trigger details in read-only mode.
Edit	Modify trigger configuration.
Enable / Disable	Activate or deactivate the trigger.
Run Now	Available only for Email Triggers. Manually checks for new emails and queues jobs immediately.
Delete	Permanently remove a trigger.
Audit	View audit history of the trigger.

note

To manage triggers, you must also have appropriate View access to associated Buddies and Processes.

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Execution Target Tab

Select the execution agent:

• Choose a specific Smart Buddy
• Or select Dynamic to allow any available Smart Buddy to execute the job

note

When Dynamic is selected, the job is picked up by any eligible Smart Buddy.

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Parameters Tab

Configure job execution settings:

• Specify the Job Log Level
• Bind runtime trigger parameters to process input arguments

Parameter binding depends on the trigger type:

• Binding Email Trigger Parameters
• Binding File System Trigger Parameters
• Binding List Trigger Parameters

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Trigger Types

IntelliBuddies supports the following trigger types:

Trigger Type	Description
Time	Schedule a job to run at specific times based on defined criteria.
Email	Invokes a job when a new email arrives and matches defined criteria.
File System	Invokes a job when file events occur in monitored folders.
List	Invokes a job when data changes in a List match defined criteria.

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Time Trigger Criteria

You can configure scheduling logic by selecting a Schedule Type.

Schedule Types

Schedule Type	Description
Daily	Execute on specified time(s) every day.
Specific Dates	Execute on selected calendar dates.
Weekly	Execute on selected weekdays.
Monthly	Execute on selected days within specific months.
Recurring	Execute repeatedly at defined time intervals.

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Email Trigger Criteria

Field	Description
Email Server Connection	Select an Email Connection
Test Connection	Validate credentials
New Connection	Create new Email Connection
Incoming Email Filter Options	Apply Email Filter
Number of Messages	Limit number of emails processed
Email Processing Order	Newest → Oldest or Oldest → Newest
Message Polling Interval	Define polling interval (default 10 minutes)

note

If using POP3, review POP3 limitations and recommended alternatives.

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Email Filters

You can apply multiple filters to refine email selection.

• See: Email Trigger Filter
• See: Building Filter Expressions

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Binding Email Trigger Parameters

Name	Type	Description
$Email_Message	System.Net.MailMessage	Email that triggered the process execution

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Running Email Triggers On Demand

To manually execute an Email Trigger:

1. Select the Email Trigger.
2. Click Run Now.

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File System Trigger Criteria

Configure folder monitoring settings:

Field	Description
Folder To Monitor	Local or network path to monitor.
Filter	Wildcard filter (e.g., *.pdf).
Include Subfolders	Monitor nested folders.
Events To Monitor	Created, Modified, Deleted, Renamed.

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Folder Permissions

The monitored folder must grant:

• Read
• Read & Execute
• List Folder Contents

Depending on IIS deployment:

• App Pool Identity
• Custom Windows User

See folder configuration instructions in your server setup documentation.

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Binding File System Trigger Parameters

The File System Trigger provides runtime parameters that contain detailed information about the file event that initiated the process execution.

These runtime parameters can be mapped to the corresponding input arguments of the selected process. This allows the process to dynamically respond based on the file event details.

The following runtime parameters are available when a File System Trigger is executed:

Name	Type	Description
$File_EventType	System.IO.WatcherChangeTypes	Indicates the type of file event that triggered the process. Possible values include: Created (1) – A file was created. Changed (4) – A file was modified. Deleted (2) – A file was deleted. Renamed (8) – A file was renamed.
$File_Name	System.String	The name of the file, including its extension.
$File_Path	System.String	The complete file path, including folder path and file name.
$File_FolderPath	System.String	The folder location where the file resides.
$File_Extension	System.String	The file extension (for example, .pdf, .txt).
$File_Length	System.Double	The size of the file.
$File_CreationTime	System.DateTime	The date and time when the file was created.
$File_LastWriteTime	System.DateTime	The date and time when the file was last modified.
$File_LastAccessTime	System.DateTime	The date and time when the file was last accessed.
$File_IsReadOnly	System.Boolean	Indicates whether the file is read-only. A value of true means the file is read-only.

note

$File_CreationTime, $File_LastWriteTime, and $File_LastAccessTime are stored in UTC Standard format.

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Working with Time Zones

Because file timestamps are stored in UTC, you may need to convert them depending on your process requirements.

tip

Convert from UTC to a specific Time Zone:
Use the static method
TimeZoneInfo.ConvertTimeFromUtc.

tip

Convert from a specific Time Zone to UTC:
Use the static method
TimeZoneInfo.ConvertTimeToUtc.

note

You can create a TimeZoneInfo instance using
TimeZoneInfo.FindSystemTimeZoneById,
by specifying the required time zone name (for example, India Standard Time).

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List Trigger Criteria

The List Trigger initiates a process when specific changes occur within a selected List.

To configure a List Trigger, specify the following fields:

Field	Description
List	Choose the List that will be monitored for changes.
Events To Monitor	Select the type of data change that should initiate the process: Inserted – Executes when a new row is added to the List. Updated – Executes when an existing row is modified. Deleted – Executes when a row is removed from the List.
Apply Filters	Enable this option to apply additional filtering conditions using a List Trigger Filter.

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Binding List Trigger Parameters

The List Trigger supplies runtime parameters that contain detailed information about the list item responsible for triggering the event.

These parameters can be mapped to the corresponding input arguments of the selected process. This enables the process to dynamically respond based on:

• The type of event that occurred
• The data contained in the affected list row

By binding these parameters, your automation can handle each scenario appropriately according to the event type and associated list data.

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Default Runtime Parameters

The following runtime parameters are automatically available when a List Trigger is executed:

Name	Type	Description
$ListItem.EventType	string	Indicates the event that triggered execution (Inserted, Updated, or Deleted).
$ListItem	object	Contains the complete data of the list item involved in the event.

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Supported Event Types

The List Trigger responds to the following event types:

Event Type	Description
Inserted	Triggered when a new row is added to the list.
Updated	Triggered when an existing row is modified.
Deleted	Triggered when a row is removed from the list.

These event types allow your process logic to handle each scenario differently if required.

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Managing Triggers

Updating a Trigger

1. Select a Trigger.
2. Click Edit.
3. Modify configuration.
4. Click Update.

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Enabling or Disabling a Trigger

1. Select a Trigger.
2. Click Enable or Disable.

Disabling prevents job execution.

note

When you delete a process, all associated triggers are automatically disabled.

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Deleting a Trigger

1. Select a Trigger.
2. Click Delete.
3. Confirm.

note

Users with the Administrator role can delete triggers.

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Auditing a Trigger

1. Select a Trigger.
2. Click Audit.

Audit logs display configuration history and state changes.

Usage Example

The following example demonstrates how a List Trigger interacts with a process.

1. Process Setup

Create a process with input arguments that will receive List Trigger runtime parameters.

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2. List Configuration

Create a List with the required columns.

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3. Trigger Configuration

Configure a List Trigger referencing the created process and List.

Bind the runtime parameters to the corresponding process input arguments as shown below:

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4. Trigger Execution

When a row in the List is:

• Inserted
• Updated
• Deleted

The trigger fires and executes the configured process.

The execution output appears as shown below:

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List Triggers enable fully event-driven automation based on structured data changes within Lists.

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