🧩 Adding Triggers in Arena¶

Triggers allow Administrators to configure a specific Arena object (called a Resource) and a specific modification to that object (called an Action) to generate an Event. Triggers are essential for creating automations.

Note:
Triggers are used in two Arena features:
- Event Engine
- Automations Engine

🌐 Supported Resources¶

Event Engine¶

Items
Changes
Quality Processes
Requests

Automations Engine¶

Quality Processes
Changes
Requests

Important:
While administrators can create Event Engine triggers for Items, these are not supported for Automations.

Note:
Depending on whether the integration is managed or automated, some settings may not appear.

⚙️ Steps to Add a Trigger¶

Navigate to Workspace Settings
Click the Workspace Settings option (second in the user menu drop-down).
The user menu appears as your initials within a circle in the title bar.
Open Integrations View
Click the Integrations view.
Open Triggers View
Click the Triggers view.
Add a Trigger
Click the Plus icon to add a new trigger.
Enter Trigger Details
Name: Provide a name for the trigger.
Description: Add a description for clarity.

🧱 Configure Trigger Components¶

Resource Options¶

Items
Requests
Changes
Quality Processes

Action Options¶

Create
Edit
Workflow

Note:
- Create includes item duplication.
- Edit includes rolling back item modifications and is triggered when changes are saved.
- Workflow includes transitions in Lifecycle Phase, Lifecycle Status, or Status.

Note:
Edit actions generate events based on the pre-event state of the category, edited attributes, and resource conditions.

🔍 Configure Filters¶

Filters refine triggers based on selected criteria. Options vary depending on the selected Resource and Action.

Example Configurations¶

Items¶

Create - Select Category - Set Conditions (Unconditional or Conditional with custom attributes)

Edit - Select Category - Select Lifecycle Phase - Select Edited Attributes - Set Conditions

Workflow - Select Category - Select From Lifecycle Phase - Select To Lifecycle Phase - Set Conditions

Requests¶

Create - Select Category - Set Conditions

Edit - Select Category - Select Lifecycle Status - Select Edited Attributes - Set Conditions

Workflow - Select Category - Select From Lifecycle Status - Select To Lifecycle Status - Set Conditions

Changes¶

Create - Select Category - Configure Effectivity Type (Permanent, Temporary, or Any) - Set Conditions

Edit - Select Category - Select Lifecycle Status - Configure Effectivity Type - Select Edited Attributes - Set Conditions

Workflow - Select Category - Select From Lifecycle Status - Select To Lifecycle Status - Configure Effectivity Type - Set Conditions

Quality Processes¶

Create - Select Template

Edit - Select Template - Select Template Step - Select Edited Attributes

Note:
- Quality Processes contain objects within the Affected tab of each step.
- Views vary by template, so only one template can be selected to see view options.

Set Conditions

Workflow - Select Template - Select From Status - Select To Status - Set Conditions

✅ Finalize Trigger¶

Click Create to complete a new trigger.
Click Save to finalize edits to an existing trigger.

🔗 Adding Triggers to Outbound Events Integrations¶

Note:
Only Outbound Events type integrations can contain triggers.
These integrations can be created by the Customer Success team. Submit a Contact Support request for more info.

Steps¶

Navigate to Workspace Settings
Open Integrations View
Select an Outbound Events Integration
Look for integrations labeled Outbound-Event in the Type section.
Add Triggers
Click the Plus icon in the Triggers section.
From the drop-down, check the boxes next to the triggers to add.
Alternatively, click Create New Trigger to make a new one.
Confirm Addition
Click Add to include the selected triggers.
You’ll be returned to the Integrations view in the Account Administration tool.