Select the activity you want to trigger.

• Type of Activity: Choose the action that you want Iasta SmartSource to execute at the scheduled trigger time.

• Send an E-mail
• Set Field Value

• Trigger Criteria: Choose the action that will launch the trigger.

• Date Field
• Completion status becomes: Select the completion status that will launch the trigger.
• Review Status becomes: Select the review status that will launch the trigger.

Use these buttons to navigate:

• Next: Saves your changes and opens the Send an E-mail page or the Set Field Value page depending on which type of activity you selected.
• Cancel: Exits the wizard without saving.
• Help: Opens Iasta SmartSource Desktop Online Help.