Configuring automation triggers

2026-02-24Last updated

When configuring an automation, you must first define what triggers it.

Before you begin

Create an automation.

What you should know

Configuring the triggers is the second step in setting up the automation.
Navigation diagram showing step 2 of 5.
Important:
  • An automation can only be triggered if it’s activated and within its activation period. You can configure activation periods in the advanced settings for automation.
  • For the automation triggers to function properly, all servers and workstations in your system must be time synchronized.

Procedure

  1. Select the automation and click the Properties tab.
  2. Select the trigger type.
    The selector for automation trigger type.
    The trigger type determines how the automation runs:
    Manual
    The user can trigger the automation from maps, hot actions, or manual actions.
    Scheduled
    A one-time or recurring schedule triggers the automation. This type of automation is equivalent to a scheduled task.
    Event
    Specific events in the system trigger the automation. This type of automation is similar to an event-to-action but offers more flexibility.
    Note:
    All automations can be triggered manually, or can be triggered from another automation, regardless of the selected trigger type.
  3. For a scheduled automation, set the recurrence the same way you would for a scheduled task.
    Note:
    Instead of On startup, select On Automation Manager startup for the recurrence.
  4. For an event-based automation, qualify the trigger.
    Note:
    Event-based automations can use multiple triggers to support complex scenarios.

    Each trigger corresponds to a specific event, which can be generic or entity-specific. You can apply conditions to certain types of events. An event can also be required to occur a specific number of times within a defined timeframe.

    Triggers can be grouped as follows:
    • OR: Any event in the group triggers the automation.
    • AND: All events in the group must occur within a given timeframe to trigger the automation.

    You can also sequence trigger groups, with a time limit for each transition.

  5. Click Apply.

After you finish

Configure the automation response.