ATLAS FormBuilder - Lifecycle - How to Build a Routing Trigger
This tutorial walks you through the process of creating a routing trigger meant to perform certain actions when specified criteria is met.
When building a form, routing triggers are useful for several purposes.
- Change phases: In order to change the status of the form from one phase to the next, a routing trigger needs to be put into place.
- Send emails: Emails can be sent once the phase has changed to notify the form responder of the changes that have occurred in the process.
- Set question value: Setting a question's answer value.
- Fire Webhook: Incur a webservice call.
1.) To set up a routing trigger, go to the 'Routing Triggers' option beneath the Data Collection and Form Lifecycle tab.
![](/images/group244/shared/routingtrigger1.png)
2.) The phases and existing routing triggers of your form will be displayed in a flow chart with a list of existing routing triggers underneath. To edit an existing routing trigger, select 'Edit' on the routing trigger you want to work on. To create a new routing trigger, select '+ Add New Trigger' in the header bar.
![](/images/group244/shared/routingtrigger2.png)
3.) Specify the name, number of triggers per period and per form response, and the trigger evaluation time of the routing trigger.
![](/images/group244/shared/routingtrigger3.png)
Trigger Name: Name of trigger.
Number of trigger per period (for all forms): Determines how many triggers will occur per form response.
Number of triggers per form response: Determines how many triggers will occur per form response.
Trigger evaluation time: Determines when the trigger takes place.
Active Status: Determines whether or not trigger is active.
Stop Further Evaluation: Keeps form response from continuing to be processed by other triggers in the form.
![](/images/group244/shared/routingaction4.png)
4.) To learn more about settings for trigger conditions, go to ATLAS FormBuilder - Lifecycle - Trigger Conditions Explained.
5.) Remember to save your changes.