Setting up Automatic Triggers

You can create triggers that automatically transition items without intervention from the user. They can be used with Copy, Post, and Subtask transition types, because these transition types can automatically create primary item links.

Tip: In some cases, it may be easier to use a Subtask transition than to manually create triggers. Subtask transitions create a new primary item in the specified project. The new item is linked to the original item and can be set up so that when the new item reaches an inactive state, the original item is transitioned from a waiting state to another state in the workflow. However, the transition occurs only when the new item reaches an inactive state; if you want a transition to fire at an active state, you should use a trigger.

To set up an automatic trigger:

In the workflow editor, add a Copy, Post, or Subtask transition to the workflow in which the trigger should be enabled.
On the Post Options tab of the transition Property Editor, select an item link type.
On the Options tab of the Property Editor, select Hide transition button on state form. This specifies that the transition be used only with triggers, automatically and with no intervention from users, and hides the transition button from users.

Setting up Automatic Triggers

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