Project triggers enable you to set up automatic attendee status changes or e-mail notifications based on actions that occur during the course of your project. You can create project triggers directly from the Iasta SmartSource toolbar, or from within the Project Management module.

»To add a project trigger

1. Select and expand the project in the Connections and Projects tree, and righ-click or open the Edit Project menu on the toolbar and choose Project Trigger to open the Triggers window.

Triggers window

2. Click on the toolbar to open the Trigger Properties window.

Trigger Properties Window

3. Enter information in the following fields:

• Action: Select one of the following actions that will launch the trigger:

• Bidder submits a question
• Administrator Submits Answers
• User Views the Forum
• Event Document Status Changes
• Survey Status Changes
• Survey Response Status Changes
• Survey Evaluation Status Changes
• Users Submits a Preliminary Bid
• Activity is Scheduled to Start
• Activity is Scheduled to End
• User Views Project

• Applies To: Some of the trigger Action types involve changes to a specific document, survey or project management activity. You can have many documents, surveys, and activities associated with a project but a trigger only applies to one object. Select the specific item that you want to launch the trigger from the drop down menu. The following action types require you to select an item in this field: Event Document Status Changes, Survey Status Changes, Survey Response Status Changes, Survey Evaluation Status Changes, Activity is scheduled to start, or Activity is Scheduled to End. For example, if you want to send an e-mail whenever a bidder submits a survey, select "Survey Response Status Changes" for the action, select which survey to associate with the trigger from the Applies To menu, then select the bidder response that will trigger the e-mail in the Status box.
• Status: If the selected Action type involves a status change, select the status that will launch the trigger. The following fields require you to select a status: Event Document Status Changes, Survey Status Changes, Survey Response Status Changes, Survey Evaluation Status Changes, and User Views Project.
• Description: Enter a brief description of the trigger. If applicable, from the Applies To box, select to what the trigger will apply.

4. Click Next to open the Trigger Execution page.

Trigger Execution Page

5. Use these fields to set up the resulting actions that occur when the trigger is executed:

• Trigger Execution: Choose which Iasta SmartSource action results when the trigger is launched. There are two options:

• Change the status of activity attendees: Iasta SmartSource will automatically change the status for each user (activity attendee) who is assigned to the Project Management activity. Select the status you want automatically applied to the attendees in the New Attendee Status field.
• Send an automatic e-mail: Iasta SmartSource automatically sends an email to users you specify as "trigger attendees" on the next page of the wizard. To create a new e-mail, click next to the E-mail document field to open the Create and Save an E-mail Document window where you can choose to use content from an existing e-mail template or create a new message. When you are finished selecting a template or writing a new message, click Save to return to the Trigger Properties window. To save the e-mail as a template, click TEMPLATES and select "Save Template."

NOTE: If you choose Send an automatic e-mail and leave the E-mail Document field empty, then click Next, the E-mail Document -- Blank Activity Template appears. When you use this template, you can include the following activity fields: Activity Start Time, Activity End Time, Activity Name the trigger should

• When the Trigger Occurs: You can choose the following options to control the timing of the trigger execution:

• Execute the trigger immediately
• Require administrative approval before executing. The project administrator will see the trigger requiring approval on his or her task list.
• Do not execute (disabled)

6. Click Next to open the Trigger Attendees window.

7. Use these fields to determine who will receive the triggered emails or status modifications:

• Select Attendees: Choose the attendees who should receive the trigger e-mail or be affected by the status change. You can send emails to all attendees with a specific role by selecting the role check boxes or you can manually select individual users from the list of project attendees. NOTE: If the e-mail sender is removed from the database, the trigger status changes to "executed" but no e-mail is sent.
• Select Statuses: choose to whether you want to execute the trigger for selected attendees who currently have any status or whether you want to restrict it to those project attendees with a specific status. If you choose Only execute for attendees wit the following statuses, you must select one or more statuses in the check list in the lower right area of the window.

NOTE: If you are confirming receipt of a survey or preliminary bid, you should choose "The attendee who triggered the action" rather than "All Qualified Bidders." If available, you can also choose who should not receive the e-mail or status change based on an attendee's current status (see below).

NOTE: If the e-mail sender is removed from the database, the trigger status changes to "executed" but no e-mail is sent.

8. Selecting the attendee(s) may be the last step in creating a trigger depending on the action you chose to launch the trigger. Click Finish or click Next to open the Trigger Time page.

Trigger Time Page

9. Click on the toolbar or select an existing trigger time and click to open the
   The Schedule the Trigger Time window.

Scheduling the Trigger Time Window

10. Define the trigger time relative to the event and choose when the trigger time should occur. Click OK to return to the Trigger Time page. Add additional trigger times as needed.

NOTE: A trigger waiting for approval appears under the Trigger node with a status of "Pending" after the trigger is implemented. If the trigger is set to "execute immediately," then the trigger automatically occurs when the trigger is implemented.

11. Click OK to return to the Trigger Times page. Add additional trigger times (optional).
12. Click Finish.

Related Topics

Project Timelines

Project Settings

Project Management