Configuring event-based automation triggers

To configure a single automation for multiple complex scenarios, you can control the restrictions, conditions, and occurrence requirements for the events that trigger the automation.

1. In the Trigger section, in the When field, click Select a trigger and choose an event type to trigger the automation.
   Tip:

   To filter the event types by the entity type they apply to, click the globe () and select an entity type.

   

2. Configure the source for the event:
   You cannot set Source to Any related entity.
   1. Click the Source field and select Specific entity.
   2. Click Add an item ().
   3. In the dialog box that opens, select an entity and click OK.
      You can only select entities related to the source event type.
   4. If necessary, click Add an item () to add more source entities to the event.
3. (Optional) Add conditions to the trigger:
   The available conditions depend on the type of event. Not all event types offer conditions.
   1. Click Add condition () and select a condition type.
      For certain event types, the Other related entities condition is equivalent to the For condition found in event-to-actions.
   2. Select the operator and the operand for your condition.
      The available operators and the operand type depend on the selected condition type.
   3. If necessary, click Add an item () to add more conditions.
4. (Optional) Specify the number of required occurrences for the automation to trigger:
   1. Next to the When field, click occurs once and set the required number of occurrences.
   2. Specify the timeframe during which all occurrences must take place.