Overview
Triggers are customizable tools in Mobaro that allow you to define actions based on the answers to specific checklist elements. They are a powerful way to automate assignments, manage ad hoc tasks, and ensure compliance with operational protocols. This guide explains how to add and configure triggers for your checklists.
How to Add a Trigger
Open the Checklist Editor
Navigate to the Checklists section from the Mobaro sidebar.
Select the checklist where you want to add triggers and click to open the checklist editor.
Select the Checklist Element
Locate the checklist element to which you want to add a trigger. Click on that element.
Open the Triggers Section
In the element configuration panel, scroll to the Triggers section and click Add Trigger.
Configuring Triggers
Triggers are highly customizable. Here’s a breakdown of the options available:
Assignment Trigger
Use this trigger to automatically assign tasks based on responses.
Condition: Set the condition for the trigger (e.g.,
equal toornot equal tocertain answer options).Assignment Details: Pre-define the task details, such as title, description, and priority.
Assign To: Choose the user or user group for the assignment.
Additional Options: Define deadlines, subscribers, and categories.
Ad Hoc Slot Trigger
This trigger creates an ad hoc schedule slot.
Condition: Set the condition (e.g.,
equal toornot equal tocertain answer options).Slot Details: Configure checklist details, assignees, and deadlines.
Validation Options: Enable different compliance settings within the slot.
Requirement Trigger
Add this trigger to require comments or photos when specific answers are selected.
Condition: Set the condition (e.g.,
equal toornot equal tocertain answer options).Validation Requirements: Choose between comments, photos, or both.
Best Practices for Using Triggers
Automate Repetitive Tasks: Use triggers for common follow-up actions like maintenance assignments or compliance checks.
Ensure Data Accuracy: Enforce validation to collect comments or photos for specific responses.
Optimize Operations: Leverage ad hoc slot triggers to dynamically schedule tasks based on operational needs.
Tip: Leverage triggers to reduce manual follow-ups and improve operational efficiency across your team.
Frequently Asked Questions
Q: Can triggers be added to any type of checklist element?
A: Triggers can be applied to checklist elements with definitive, pre-defined answer types, including select questions and select group questions.
Q: What happens if a trigger condition isn't met?
A: If the condition isn't met, the trigger action will not execute. This ensures only relevant tasks or validations are created.
Q: Can multiple triggers be added to the same element?
A: Absolutely! You can add multiple triggers to a single element, each configured for different conditions and actions.
Q: Are triggers visible to users filling out the checklist?
A: Triggers generally operate in the background and are not visible during checklist completion. However, certain trigger types may become apparent:
Assignment Triggers: These can optionally require user intervention if not pre-configured for automatic assignment.
Requirement Triggers: These prompt the user to provide additional inputs, such as comments or photos, based on the conditions met and will be visible to the user.
Ad Hoc Slot Triggers: These are processed after the checklist is submitted or saved and do not interrupt the user's workflow during completion.