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Solution home Recipe 101 Recipe Basics

Trigger FIlters - How to reduce Transaction Count

Modified on: Thu, Jun 29, 2017 at 12:06 PM

Trigger filters allows you to choose which jobs you want the recipe to pick up by setting a condition to filter out jobs that you don't want to process.


How to set up a Trigger Condition

In most triggers, you will see a trigger filter section at the bottom of the UI. Simply click on the checkbox of Trigger IF, and you will see a couple of fields pop up:

Trigger Data: This is where you select a pill from the app data that will be subject to a condition

Conditions: This is where you select a condition from the picklist 

Value: This is the value that the trigger data has to meet based on the condition you have set 


You will also be able to add multiple conditions using And/Or logic. 

"And" means that all conditions set must be met at the same time to trigger the recipe, while "Or" means that as long as one condition is met the recipe will trigger.



For example, in the GIF below, the recipe is set to trigger when a new opportunity is created in Salesforce. However, we don't want the recipe to trigger if the opportunity's Stage is "Prospecting". So, we put the "Stage" pill under the Trigger data field, select "Does not equal" as the condition and "Prospecting" as the Value. Thus, the recipe will only pick up and process opportunities whose Stage does not equal Prospecting. 


NOTE: When a recipe skips over a particular object in your app because of a trigger condition, changing the object to meet the criteria of the trigger condition will not make it trigger again, unless your triggers is a New/Updated or Updated object trigger.






Next: When Exactly Are Recipes Triggered?


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