Triggers

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

Open

The Request created trigger will cause the rule to run whenever an order is placed by a customer.

Request declined

Open

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).

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 (see below example).