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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Edit the trigger for a playbook in Creator Studio

Define the trigger for a playbook in Creator Studio to specify what makes the playbook start running.

Before you begin

The trigger initiates a playbook to run on one of the app's forms. For example, when a user selects a specific answer to a question, the playbook begins to run. The form you select must already be configured for you to select it for the trigger.

To edit the trigger for a playbook, you must be given permission to work on the app.

About this task

Note: You can't change a playbook's trigger (whether the form is submitted or updated to initiate the playbook) or how frequently it should run after you create the playbook. Instead, create a new playbook with a different trigger.

Procedure

  1. Go to All > App Engine > Creator Studio to see all the apps on the Creator Studio home page.

  2. Open the app that contains the playbook you want to add actions to.

  3. Select the form that contains the playbook that you want to edit the trigger for.

  4. Select the automation that contains the playbook that you want to edit the trigger for.

Image omitted: crs-auto-copy-nav.png
Select the automation in the navigation panel
  1. Select the Trigger (
Image omitted: cs-trigger-icon.png
\).
The Additional properties modal appears, where you can edit some of the trigger's settings.

  1. Make any changes to the trigger's general attributes.

    FieldDescription
    Playbook nameDescriptive name for the playbook you're editing.
    DescriptionBrief explanation of what the playbook does, for example, the end goal for the record type.

  2. If necessary, change the Form whose catalog item generates the record type that you want the playbook to run on.

  3. Change the conditions that must be met for the playbook to begin running by selecting Add condition set.

    • If you want to trigger the playbook based on the value of a column in a table, select the Field that you want to be the trigger, as well as its condition Operator and the specific trigger Value. For example, when a Start date is after the Date needed.
    • If you want to trigger the playbook based on the response from a form, select Questions as the trigger Field. Then select the question you want in the Question field, the condition Operator and the answer's Value.
Image omitted: crs-trigger-question-answer.png
Use a specific answer to a form's question as trigger
Add as many conditions as you need. For more information, see [Create a condition statement using the condition builder](../../platform-user-interface/create-cond-state-using-cond-build.md).
  1. Save your changes by selecting the Done button.

Parent Topic:Working with automation in Creator Studio