When Record Changed

The "When record changed" trigger is designed to execute workflows based on changes to records in a selected table. Here's how you can configure it:

Configuration Options

Select Table

• Choose the table where changes will be tracked. This is the primary source for the trigger.

Event Type

• Specify the type of event that will activate the trigger:
  • Created: Trigger fires when a new record is added.
  • Updated: Trigger fires when an existing record is modified.
  • Deleted: Trigger fires when a record is removed.

Fields (Optional)

• For Created or Updated events, you can specify fields to monitor.
• The trigger will activate only if the specified field(s) are affected by the change.

Run on Server

• Toggle this switch to determine where the workflow will run:
  • On: The trigger runs on the server-side, ideal for non-interactive processes.
  • Off: Use a client script for workflows requiring client-side interaction.

Run Before Change

• When enabled, the trigger executes before the change operation is applied to the record.
• This is useful for validating changes or applying conditional logic before the update.

Run As

• Define the context under which the trigger will run:
  • Run under Me (Current User): The action will run under your user rights.
  • Run under Logged-in User: The action will run in context of the user, which started the action. 
  • Run under API Token: Best solution. Most secure in case you choose a Shared API token!

Use Case Examples

• Notify a team when a record is updated in a specific table.
• Validate input data before a record is created.
• Perform follow-up actions after a record is deleted.

This trigger provides powerful flexibility for automating actions based on specific changes to your records.