Routing triggers are used to prompt certain form-related actions at specific points in your form's process, or at specific times. These actions include changing the form's phase, sending an email, setting a value of one of the form's questions, and even making a call to the FormBuilder webservice.

To set up or edit a routing trigger within your form...

Step 1 -  From the dashboard of your form, select the Routing Triggers option under the Data Collection and Form Lifecycle header.

Step 2 - On the next page, your form's flowchart of phases will be displayed, along with a list of the form's routing triggers.

Existing routing triggers can be edited by clicking the Edit button next to their entry in the list. To create a new routing trigger, select Add New Trigger in the list's header bar.

Step 3 - In the Trigger Properties section at the top of the edit menu, specify the name and optional general properties of your trigger, using the available fields:

• Trigger Name: The display name of your trigger.
  
  
• Active Status: Determines whether your trigger is "active." If unchecked, your trigger will not run, even if its condition is met.
  
  
• Number of triggers per period (for all forms): The number of times per period that this trigger can run, across all forms. Leave blank for no limit.
  
  
• Number of triggers per form response: The number of times this trigger can run for each individual response. Leave blank for no limit.
  
  
• Stop Further Evaluation: If checked, this trigger's activation will stop the evaluation of any other triggers whose conditions are met at the same time.
  
  
• Trigger Evaluation Time: Determines when the trigger's condition is checked for validity. This field's options can be used to make "timed routing actions." For more information on timed routing actions and how to use them, visit ATLAS Formbuilder - Timed Routing Actions.
  
  Available options for this field are:
  
  
  • Each time the form response is saved
    
    
  • After the form response has matched the trigger condition for a given length of time
    
    
  • At a specific date and time 

Step 4 - Using the Trigger Condition section, specify the circumstances in which your trigger should activate.

For more detailed information on the possible settings for trigger conditions, go to ATLAS FormBuilder - Trigger Conditions Explained.

Step 5 - In the Routing Actions section, determine what actions will take place once your trigger's conditions are met. 

For detailed information on the available types of routing actions, visit ATLAS FormBuilder - Routing Actions Explained.

Step 6 - Once you are finished making edits to your routing trigger, click the green Save button at the bottom of the page.

Your new or newly-edited routing trigger will now be ready to use!

For more instructional documentation on FormBuilder, visit FormBuilder - Homepage.