Workflow Trigger: Certificates Issued

The Certificates Issued trigger enhancement allows users to trigger workflow actions based on the issuance of certificates, offering a more tailored approach to automation.

How to Use this Workflow Trigger:

Implementing the Certificates Issued trigger is a straightforward process, designed to streamline your workflow automation efforts. Follow these steps to leverage this feature effectively:

1- Access Workflow Builder: Log in to your account and navigate to Tools & Reporting > Automations > Workflows and click on + Create Workflow.

2- Select Certificates Issued Trigger: Within the Workflow Builder interface, locate the Certificates Issued trigger among the available options.

3- Add Filters: Users can add filters based on certificate templates and different conditional operators to further customize the workflow trigger.

4- Define Trigger Conditions: Specify the conditions under which you want the trigger to activate, such as the issuance of a specific certificate template.

5- Choose Certificate Templates: Select certificate templates for actions, ensuring that the appropriate template is issued as a certificate in response to the trigger. Save, publish and/or test the article after completion.

NOTE: For an in-depth overview of Workflow Testing see our article, “Using the Testing Features in Workflows”

6- Customize Workflow Actions: Define the actions you want the workflow to undertake in response to certificate issuance, such as sending notifications or updating records.

Benefits of Certificates Issued Workflow Trigger:

The introduction of the Certificates Issued trigger offers several significant benefits to users:

1. Tailored Automation: Users can trigger workflow actions precisely when certificates are issued, enabling tailored responses to certificate issuance events.
2. Enhanced Customization: With the ability to add filters based on certificate templates and conditional operators, users can customize workflow triggers to meet specific business needs.
3. Efficient Certificate Issuance: By choosing certificate templates for actions, users can streamline the issuance process, ensuring that the appropriate certificate is generated automatically in response to the trigger.

FAQ’s

Q1: What is the Certificates Issued workflow trigger?

A: The Certificates Issued trigger allows users to automate actions when a certificate is issued, enabling more tailored workflow automation.

Q2: How do I enable the Certificates Issued trigger in my workflow?

A: Navigate to Tools & Reporting > Automations > Workflows, click + Create Workflow, and select the Certificates Issued trigger from the available options.

Q3: Can I customize when the trigger activates?

A: Yes, you can define trigger conditions and add filters based on certificate templates and conditional operators to tailor the workflow to your needs.

Q4: What actions can I automate with this trigger?

A: You can automate tasks like sending notifications, updating records, or triggering other workflow actions when a certificate is issued.

Q5: How can I test my workflow after setting up the trigger?

A: You can use the workflow testing feature to verify functionality. For more details, refer to the article “Using the Testing Features in Workflows.”