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How do I edit an existing "Trigger"?

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To edit an existing "Trigger":

  • Login to Accompa using an account that has 'Administrator' privileges.
  • Click Settings in the upper right-hand corner of your Accompa system.
  • Choose Business Rules from the menu.
  • Click  Edit (or delete) triggers link under the object you'd like to edit a trigger for.
  • Locate the trigger you wish to edit from the list of triggers.
  • Click  edit link next to the trigger you wish to edit.
  • You will be taken to the "Edit Trigger" page. 
  • Change the fields to achieve the desired result, and click the "Save" button.

IMPORTANT: You must set the "Settings" field in "Add Trigger" page to "Deployed" before the trigger will apply to the actions of all users.  If it is set to "In Development", that trigger will only apply to the actions of 'Administrator' users.

 
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