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Each Rule will begin with at least one Trigger, controlling when the rule will be executed. Checkout Automation allows Triggers relating to Order events, such as an Order being canceled, Vendor events, such as a Vendor being requested, and Asset events, such as an Asset being assigned.

Request created

This will cause the rule to run whenever an order is placed by a customer.

Request declined

This Trigger will cause a rule to run when an Agent declines a request from a customer.

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Request ordered

This Trigger will cause a rule to run when an Agent submits an Order from a customer.

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Request completed

This Trigger will cause a rule to run when all Items in the order have been marked as received.

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Request canceled

This trigger will cause a rule to run when any Item which has been ordered is canceled by an agent.

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Request returned

This Trigger will cause a rule to run when any Item on an order is returned.

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Request updated

This Trigger will cause a rule to run when the Checkout Order is updated.

Unapproved vendor created

This Trigger will cause a rule to run when an agent fills out information for a Vendor requested by a customer.

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Unlisted vendor created

This Trigger will cause a rule to run when a customer requests a new Item and fills out a new Vendor name.

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Asset assigned

This Trigger causes a rule to run when an asset is assigned to a user.

Asset created

This Trigger causes a rule to run when an asset is created.

Asset retired

This Trigger causes a rule to run when an asset is deleted from the system, or when the status of an asset is marked as “Retired”.

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