---
title: "Triggers"
slug: "triggers"
tags: ["Inherit triggers", "conditions for the trigger", "trigger activities", "trigger error", "trigger actions", "trigger workflow", "trigger transactions", "types of triggers", "trigger conditions", "delete triggers", "edit triggers"]
updated: 2026-03-13T04:54:56Z
published: 2026-03-13T04:54:56Z
canonical: "help.12dsynergy.com/triggers"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.12dsynergy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Triggers

A Trigger is a function that is initiated by an action occurring in your system. As an example of a potential trigger, whenever you check in a file, there may be a single activity or series of activities that must be performed. The activities that you can define for a trigger are similar to those that you can define in a workflow. You can also add conditions to the triggers, just as we do in [workflows](https://help.12dsynergy.com/docs/v5workflows). Triggers can also be inherited.

> [!NOTE]
> You need a [Workflows license](/v1/docs/licensing#13-licenses) to use Triggers.

> [!NOTE]
> Triggers can be prompted by managed folders. However, activities that could affect the contents of a managed folder are not supported. For example, you cannot copy files into an existing managed folder based off a trigger.

### 1.1. How to Define a Trigger

1. Select a job or folder in one of the following ways:
  - From the **12d Synergy Client** application, select the job or folder from the job tree on which you want to create a trigger.
  - From the **12d Synergy Administration** application, search and select the required job from the **Jobs** tab, click the **Edit** button and select the required job or folder from the job tree.
2. Right-click the folder and select the **Edit folder** option. The **Edit a folder: <*Folder Name*>** window is displayed.
3. Select the **Utilities** tab **> Triggers** tab.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/image(92).png)
4. Select the **Inherit triggers from above** check box if you want to inherit the triggers defined on the job or folder above.
5. Click the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/plus(8).png) button. The **Edit a trigger** window **> Activities** tab is displayed.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/trigger1.png)
6. From the **Type** list, select any one action for which you want to define a trigger.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/triggertypenew.jpg)
7. By default, the action you select is displayed in the **Name** box. If you want to have a name of your choice, type it in the **Name** box.
8. Enter a brief description of the trigger in the **Description** box.
9. Select the **Fail on activity error** check box if you want the trigger to fail when errors occur while the activity is running.
10. To define an activity, do the following in the **Activities** tab:
  1. Click the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/plus(8).png) button.

The **Add a New Transition Activity** window is displayed. All categories are displayed in this window.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/act1.jpg)
  2. Select the required category from the left panel. The activities related to the selected category are displayed in the right panel. A list of all the [activities](/v1/docs/v5activities) is listed here.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/act2.jpg)
  3. Double-click the required activity or select it and click the **Add** button. The ***<activity name>*** panel is displayed on the right side in the **Activities** tab, and a new entry, **New *<activity name>* activity**, is displayed in the left panel. By default, the same name is displayed in the **Name** box. You can rename the activity in the **Name** box.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/activitityadd(2).png)
  4. If the triggered activity encounters an error because of which you want to fail the activity and not proceed any further, then select the **Treat error as critical** checkbox. Note that if there are any other activities that are a part of the trigger in the subject, they are rolled back.
  5. Double-click each cell under the **Value** column and enter the required inputs. When you select a cell in the **Value** column, the entry for the cell is described below the input-value table in the application for your reference. They are also listed in this [table of activities](/v1/docs/v5activities).

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/addcondn(3).png)
  6. Click the **Save** button. The activity that has to be performed when the trigger occurs is defined and saved.

> [!NOTE]
> You can add multiple activities to the trigger by repeating step 9 of this procedure.
11. To define a condition for the trigger, do the following in the **Conditions** tab:
  1. Click the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/plus(8).png) button.

The **Add a New Transition Condition** window is displayed.
  2. Select the category (***General***) from the left panel. All the conditions that you can choose from are displayed in the right panel of this window and are explained in the table below.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/con2(1).jpg)

| Category | Condition | Description (parameters involved)the |
| --- | --- | --- |
| **General** | **Compare property** | The activities occur only when comparing two properties results in TRUE. |
| **Compare String Property** | The activities occur only when comparing two properties of String data type results in TRUE. |
| **Is member of** | The activities occur only when the contact is a member of a mentioned group or is designated a mentioned role. |
| **Task** | The activities occur only if the task is in the mentioned state. |
  3. Double-click the required condition or select it and click the **Add** button. The ***<condition name>*** panel is displayed on the right side in the **Conditions** tab, and a new entry, **New *<condition name>* condition,** is displayed in the left panel. By default, the same name is displayed in the **Name** box. You can rename the condition in the **Name** box.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/addcondn(4).png)
  4. Double-click each cell under the **Value** column and enter the required inputs. The value that needs to be entered is described below the input-value table (in the application) for your reference.
  5. If you want to negate the condition you are defining, select the **Not?** check box.
  6. Click the **Save** button. The defined condition is saved.

> [!NOTE]
> You can add multiple conditions by repeating step 10 of this procedure.

The **Edit a folder: <*Folder Name*>** window > **Utilities** tab **> Triggers** tab is displayed with the defined trigger. You can see the defined condition, if any, in the **Conditions** tab.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/image(93).png)
12. Click the **Save** button. The defined trigger is saved.

> [!NOTE]
> If you want to edit a created trigger, select the trigger and click the **Edit** button in the **Edit a folder: <*Folder Name*>** window > **Utilities** tab **> Triggers** tab.
> 
> ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/image(94).png)
> 
> Click the **Save** button after you make the edits.

> [!NOTE]
> If you want to delete a trigger, select the trigger in the **Edit a folder: <*Folder Name*>** window > **Utilities** tab **> Triggers** tab, and click the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/del(4).png) as shown in image below.
> 
> ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/image(95).png)
> 
> Click the **Save** button after deleting the trigger.