Adding triggers to set custom field values

You can add a trigger action to set a custom field to a specified value. For example, you can set a custom field value based on a file’s workflow state.

1. Choose Tools > Administration > Triggers.

The Triggers dialog box opens.

2. Click Add.

The Add Trigger dialog box opens.

3. Enter a Trigger Name, select the Trigger When events, and select the Preconditions. See Adding triggers.

4. Click the Actions tab and click Add to add an action.

5. Select Set custom field to [value] from the Action list.

6. Select the Custom field to set when the trigger runs.

7. Enter or select the Value to set the selected custom field to when the trigger runs and click OK.

8. Select Disable trigger after it runs once if you only want the trigger to run once.

9. Click OK to add the trigger.