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.
Order Triggers
Request created
The Request created trigger 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 (see below example).
Request ordered
This Trigger will cause a rule to run when an Agent submits an Order from a customer (see below example).
Request completed
This Trigger will cause a rule to run when all Items in the order have been marked as received (see below example).
Request canceled
This trigger will cause a rule to run when any Item which has been ordered is canceled by an agent (see below example).
This automation can run on a ticket each time an Item is canceled. For this order, the automation could run twice if each Item is canceled.
Request returned
This Trigger will cause a rule to run when any Item on an order is returned (see below example).
Request updated
This Trigger will cause a rule to run when the Checkout Order is updated.
Issue Pending Approval
This Trigger will cause a rule to run when the Order Issue has entered the Pending Approval status.
Issue Approved
This Trigger will cause a rule to run when the Order Issue has received an approval.
Issue Declined
This Trigger will cause a rule to run when the Order Issue approval has been declined.
Vendor Triggers
Unapproved vendor created
This Trigger will cause a rule to run when an agent fills out information for a Vendor requested by a customer (see below example).
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 (see below example).
Asset Triggers
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 updated
This Trigger causes a rule to run when an asset has been updated.
Asset deleted
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” (see below example).
| Table of Contents |
|---|