Routing triggers are used to prompt certain form-related actions at specific points in your form's process, or at specific times. These actions include changing the form's phase, sending an email, setting a value of one of the form's questions, and even making a call to the FormBuilder webservice.

To set up or edit a routing trigger within your form...

Step 1 -  From the dashboard of your form, select the Routing Triggers option under the Data Collection and Form Lifecycle header.

Step 2 - On the next page, your form's flowchart of phases will be displayed, along with a list of the form's routing triggers.

Existing routing triggers can be edited by clicking the Edit button next to their entry in the list. To create a new routing trigger, select Add New Trigger in the list's header bar.

Step 3 - In the Trigger Properties section at the top of the edit menu, specify the name and optional general properties of your trigger, using the available fields:

• Trigger Name: The display name of your trigger.
  
  
• Active Status: Determines whether your trigger is "active." If unchecked, your trigger will not run, even if its condition is met.
  
  
• Number of triggers per period (for all forms): The number of times per period that this trigger can run, across all forms. Leave blank for no limit.
  
  
• Number of triggers per form response: The number of times this trigger can run for each individual response. Leave blank for no limit.
  
  
• Stop Further Evaluation: If checked, this trigger's activation will stop the evaluation of any other triggers whose conditions are met at the same time.
  
  
• Trigger Evaluation Time: Determines when the trigger's condition is checked for validity.
  
  Available options for this field are:
  
  
  • Each time the form response is saved
    
    
  • After the form response has matched the trigger condition for a given length of time
    
    
  • At a specific date and time

The latter two options can be used to create "timed routing triggers"; routing triggers that execute actions based on real dates or times. For more information, visit ATLAS Formbuilder - Timed Routing Triggers.

Step 4 - Using the Trigger Condition section, specify the circumstances in which your trigger should activate.

For more detailed information on the possible settings for trigger conditions, go to ATLAS FormBuilder - Building a Conditional Statement.

Step 5 - In the Routing Actions section, determine what actions will take place once your trigger's conditions are met. 

For detailed information on the available types of routing actions, visit ATLAS FormBuilder - Routing Actions Explained.

Step 6 - Once you are finished making edits to your routing trigger, click the green Save button at the bottom of the page.

Your new or newly-edited routing trigger will now be ready to use!

For more instructional documentation on FormBuilder, visit FormBuilder - Homepage.