Workflow Triggers

Workflow triggers are the events that cause workflows to begin running.  You choose the trigger for a workflow when you initiate workflow creation by clicking the arrow in the center of the Workflow screen.

The options for workflow triggers and their parameters are:

• Automatically on a file activity - The workflow begins when a file on a specific path is created, updated, downloaded, or previewed, or when a folder on a specific path is created.

  Parameter	Required/Optional	Description
  Limited to Path	Required	Folder path on which the file action occurs.
  File Event	Required	Choose from a list of events, such as If file is created or If file is downloaded or previewed.

• Automatically on a share activity - The workflow begins when a share is created or updated, or when the share content is modified.  You may limit the trigger to only set off the workflow when the share occurs on a certain path, such as a certain Team folder.

  Parameter	Required/Optional	Description
  Share Event	Required	Choose either: If share is created or updated. or If share is created or updated or share content is modified. Note: Share is updated when one of its share options changes. Share content is modified when content in the file shared changes, or, if the share is a folder, when a new file is added to the folder or a file within the folder is updated.
  Limited to Path	Optional	Folder path on which the share action occurs.

• Started by user on a file or folder - The workflow is triggered for a file or folder when a user in the user portal chooses it in the context menu for the file in the following manner:
  

  

  
  

  Parameter	Required/Optional	Description
  User Action Initiated	Required	Whether the workflow applies when the user runs it On a file or On a folder.
  Send Toast notifications on failures and approval steps	Optional - defaults to unchecked (do not send notifications).	Whether or not the workflow should send toast notifications to the user who initiated the workflow each time a workflow step is approved or if the workflow fails.

• Started based on a timer - The workflow runs at a specified start time. You may also specify an end time and a frequency of once, daily, or weekly, or periodically (every 5 minutes).

  Parameter	Required/Optional	Description
  Start DateTime	Required	Date and time the workflow begins running.
  Periodic	Optional - defaults to Run Once	How often the workflow runs. Options are Run Once, Periodically (every 5 minutes), Daily, or Weekly.
  End DateTime	Optional	Date and time the workflow stops running.

• Automatically on a metadata activity - The workflow is triggered when:
  a specified metadata set is attached to a file or folder as in this example:
  

  
  or
  when the value of a specified attribute in the attached metadata set is updated, as in this example:

  
  
  

  Parameter	Required/Optional	Description
  Limited to Path	Required	Folder path on which the metadata action occurs.
  Metadata Event	Required	Choose from a list of events: If a metadata set is added - If the specified metadata set is added to a file or a folder If a metadata attribute value is updated - In the metadata set attached to a file or folder, if the specified metadata attribute value is added or updated if a metadata set is added or a metadata attribute value is updated - If either of these occur
  Metadata Set	Required	Choose a metadata set.
  Metadata Set Attribute	Required	Choose a metadata attribute within the chosen metadata set (only appears when If a metadata attribute value is updated or If a metadata set is added or a metadata attribute value is updated are chosen).