Overview

The Manual trigger allows you to launch a task immediately, while setting or overriding the value of one or more user-defined variables specified in the task.

Use a Manual trigger if you want to manually launch a task but cannot use the Launch Task or Trigger Now buttons because you have to set or override one or more variables. For example, you might choose to use a Manual trigger to launch a "generic" Workflow that you run occasionally with a slight variation in specific details. In this case, you will launch the Workflow and pass in the appropriate details using variables.

You can use the Manual trigger to set values to pre-existing variables or create new variables. The variable values you enter here override all others. However, the change in value only persists while this launched task instance(s) is running. Future executions of the task(s), unless they are launched by a Manual trigger, will use the standard methods for resolving user-defined variables.

The audit message created when you use a Manual trigger is the same as Trigger Now.

Creating a Manual Trigger and Triggering One or More Tasks

Step 1

From the Automation Center navigation pane, select Triggers > Manual Triggers. The Manual Triggers list displays.
 
Below the list, Manual Trigger Details for a new Manual trigger displays.
 

Step 2

Enter/select Details for a new Manual trigger, using the field descriptions below as a guide.

  • Required fields display an asterisk ( * ) after the field name.
  • Default values for fields, if available, display automatically.

To display more of the Details fields on the screen, you can either:

  • Use the scroll bar.
  • Temporarily hide the list above the Details.
  • Click the New button above the list to display a pop-up version of the Details.

Step 3

Click a Save button. The trigger is added to the database, and all buttons and tabs in the Trigger Details are enabled.

Step 4

Enable the trigger(s) as desired.

To open an existing record on the list, either:

  • Click a record in the list to display its record Details below the list. (To clear record Details below the list, click the New button that displays above and below the Details.)
  • Clicking the Details icon next to a record name in the list, or right-click a record in the list and then click Open in the Action menu that displays, to display a pop-up version of the record Details.
  • Right-click a record in the a list, or open a record and right-click in the record Details, and then click Open In Tab in the Action menu that displays, to display the record Details under a new tab on the record list page (see Record Details as Tabs).

Manual Trigger Details

The following Manual Trigger Details is for an existing Manual trigger. See the field descriptions, below, for a description of the fields that display in the Manual Trigger Details.
 

Manual Trigger Details Field Descriptions

The following table describes the fields, buttons, and tabs that display in the Manual Trigger Details.
 

Field Name

Description

General

This section contains general information about the trigger.

Name

Version

Description

Member of Business Services

Calendar

Time Zone

Task(s)

Purge By Retention Duration

Exclude Backup

Retention Duration

Retention Duration Unit

Execution User

Metadata

This section contains Metadata information about this record.

UUID

Universally Unique Identifier of this record.

Updated By

Name of the user that last updated this record.

Updated

Date and time that this record was last updated.

Created By

Name of the user that created this record.

Created

Date and time that this record was created.

Buttons

This section identifies the buttons displayed above and below the Trigger Details that let you perform various actions.

Save

Saves a new task record in the Controller database.

Save & New

Saves a new record in the Controller database and redisplays empty Details so that you can create another new record.

Save & View

Saves a new record in the Controller database and continues to display that record.

New

Displays empty (except for default values) Details for creating a new record.

Update

Trigger Now

Copy

Creates a copy of this trigger, which you are prompted to rename.

Delete

Refresh

Refreshes any dynamic data displayed in the Details.

Close

For pop-up view only; closes the pop-up view of this trigger.

Tabs

This section identifies the tabs across the top of the Trigger Details that provide access to additional information about the trigger.

Variables

Instances

Notes

Versions

Entering Variables

Two methods are available for entering variables:

  1. Use the Trigger With Variables Action menu item.
  2. Use the Variables tab and Trigger Now button.

If you want to preserve information about the variables you are setting or overriding (the name and value), or if you want to specify default values, use the Variables tab. If you set up a Manual trigger with default values in the Variables tab, any values you set using the Trigger With Variables popup window override the values in the Variables tab. Each method is described below.

Using the Trigger with Variables Menu Option

Step 1

Select a trigger from the Manual Triggers list.

Step 2

Access the Action menu.

Step 2

Select Trigger Now With Variables. A Trigger Now pop-up window displays that lets you set or override the values of up to 10 variables that will be used in the execution of the task(s) named in the Manual trigger. These can be existing or new variables. Any existing variables are automatically populated in the window.

Step 3

Click Submit to launch the tasks named in the trigger. The variable information in the Trigger Now pop-up is passed into the task instance(s) where referenced and the contents of the pop-up are deleted.

Using the Variables Tab

Step 1

Click the Variables tab.

Step 2

Use the New button to add the variables you want to set.

Step 3

When you are finished, click the Manual Trigger tab and then click the Trigger Now button to launch the tasks named in the trigger.