Available Automation Triggers
Availability: Legacy Business, Legacy Enterprise.; Unavailability: Legacy Free, Legacy Professional.; |
Availability: Team, Business Plus, Enterprise Standard, Enterprise Pinnacle. ; Unavailability: Free, Professional; |
Automation triggers are the "WHEN" statements in automation rules that define when a rule should activate. Each rule can have one trigger.
Note
The triggers available in the rule constructor vary depending on whether your rule applies to tasks or projects. Check the applicability of each trigger below.
Works for tasks and task-based custom items
Description |
Settings |
Notes |
---|---|---|
Triggers when all predecessors of a task change to a defined status. |
Select a status group or specific workflow status. |
Only checks direct predecessors. Rule is disabled if at least one of the selected specific workflow statuses is deleted from the account. |
Works for tasks, projects, and all custom items.
Description |
Settings |
Notes |
---|---|---|
Triggers when a status changes to a defined status. |
Select a status group or specific workflow status. |
Doesn't work if status is set automatically during creation/duplication. Disabled if at least one of the selected specific workflow statuses is deleted. |
Works for tasks, projects, and all custom items.
Description |
Settings |
Notes |
---|---|---|
Triggers when an item remains in the same status for too long. |
Define the duration and select a status group or specific status. |
A rule won't be applied to tasks or projects retrospectively. This means a rule won't be triggered if the status of a task hadn't been changed for the defined number of days before you created the rule. The automation will be triggered within minutes of the relevant date, i.e. right after midnight. |
Works for tasks, projects, and all custom items.
Description |
Settings |
Notes |
---|---|---|
Triggers when a custom field value changes. |
Select the custom field and specify change conditions. |
Works for single-select and checkbox fields. Use the new Custom field changes trigger to create automation rules for any type of custom field. |
Works for tasks, projects, and all custom items.
Description |
Settings |
Notes |
---|---|---|
Triggers when a new item is created in selected locations. |
This trigger doesn't have any additional settings. |
Doesn't work for items created via Excel import, API, duplication, or request forms with 250+ items. |
Works for tasks, projects, and all custom items.
Description |
Settings |
Notes |
---|---|---|
Triggers when a date is approaching or overdue. |
Choose date type and set conditions. |
The rule dependent on this trigger won't work if the changes to the items were made by automatic task rescheduling. It doesn't work for work schedule, and only works for active status items. The trigger will only work for tasks and projects with a status from an active group. For the Custom field (date) option, the relevant date-type custom field should be added to the location you specified in the Apply to section of the rule constructor. Otherwise, you won't be able to select it for the trigger. The automation is going to be triggered within minutes of the relevant date, i.e. right after midnight. |
Works for tasks, projects, and all custom items.
Description |
Settings |
Notes |
---|---|---|
Triggers when an item's location changes. |
This trigger doesn't have any additional settings. |
Triggered by location changes within the rule's scope. |
Works for tasks, projects, and all custom items.
Description |
Settings |
Notes |
---|---|---|
Triggers when a new approval process is started in an item. |
This trigger doesn't have any additional settings. |
If you want to trigger based on specific approval settings, add a condition to ensure the rule only activates when the approval has those specific settings. |
Works for tasks, projects, and all custom items.
Description |
Settings |
Notes |
---|---|---|
Triggers when an approver gives a decision on an active approval process. |
Approver selection: The decision can be made by any approver or specific approvers. You can specify multiple users. Decision type: The decision can be either approved or rejected. |
Ensure that the correct approvers are specified if you want the trigger to be limited to specific users. |
Works for tasks, projects, and all custom items.
Description |
Settings |
Notes |
---|---|---|
Triggers when the approval process is finished after all approvers have given a decision. |
You can set the final decision to either approved or rejected. |
- |
Works for tasks, projects, and all custom items.
Description |
Settings |
Notes |
---|---|---|
Triggers when the value of a selected custom field is added, changed, or removed. |
It can create automation rules for any type of custom field. |
- |
Works for tasks, projects, and all custom items.
Description |
Settings |
Notes |
---|---|---|
Triggers when the assignee of an item changes. |
You can select when this rule should trigger: Anything changes: The rule activates whenever any change occurs. Any person added/removed: Specify whether the rule should trigger when people are added or removed. Specific people added/removed: If you select specific people, you can add their names to trigger the rule only for those individuals. |
- |
Works for tasks, projects, and all custom items.
Description |
Settings |
Notes |
---|---|---|
Triggers when the start date is added, changed, or removed. |
This trigger doesn't have any additional settings. |
You can add a condition to trigger the rule only when this field changes to a specific value. |
Works for tasks, projects, and all custom items.
Description |
Settings |
Notes |
---|---|---|
Triggers when the due date is added, changed, or removed. |
This trigger doesn't have any additional settings. |
You can add a condition to trigger the rule only when this field changes to a specific value. |
Works for tasks, projects, and all custom items.
Description |
Settings |
Notes |
---|---|---|
Triggers when the completed date is added, changed, or removed. |
This trigger doesn't have any additional settings. |
You can add a condition to trigger the rule only when this field changes to a specific value. |
Works for tasks, projects, and all custom items.
Description |
Settings |
Notes |
---|---|---|
Triggers when the duration is added, changed, or removed. |
This trigger doesn't have any additional settings. |
- |
Works for tasks, projects, and all custom items.
Description |
Settings |
Notes |
---|---|---|
Triggers when the importance is increased or decreased. |
This trigger doesn't have any additional settings. |
You can add a condition to trigger the rule only when this field changes to a specific value. |
Works for tasks, projects, and all custom items.
Description |
Settings |
Notes |
---|---|---|
Triggers when the item’s name is changed. |
This trigger doesn't have any additional settings. |
- |
Works for tasks, projects, and all custom items.
Description |
Settings |
Notes |
---|---|---|
Triggers when the description is added, changed, or removed. |
This trigger doesn't have any additional settings. |
- |
Works for tasks, projects, and all custom items.
Description |
Settings |
Notes |
---|---|---|
Triggers when billing type changes to billable or non-billable. |
This trigger doesn't have any additional settings, but conditions can be added, if you want the rule to trigger when this field changes to a specific value |
Accessible to accounts with the Billable Time in Wrike feature. |