How to create a Trigger Condition

The second part of the Dynamic model is creating Trigger Conditions:

  1. Select the "+ Add Condition" button.
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  1. This will prompt the Text Formula Builder where mathematical operators can be used on the Variables you created previously. You can select the basic formula or the advanced formula:
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The basic formula allows agents to create variable logic using dropdowns:

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The advanced formula is free-form text:

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  1. Let's take a look at the basic formula builder in detail:
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All the Variables you previously created are available in the Variables dropdown:

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The mathematical operands are available in the Operators dropdown:

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Therefore a formula for basic comparative logic between Variables can be achieved:

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  1. The logic can be converted to text using the Convert to Text button in the ... menu:
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You can also use this menu to Delete any logic.

  1. Convert to Text also reveals the Advanced formula builder:
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In text mode, more complicated logic can be created. For example, the Variables can be divided or multiplied:

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  1. Multiple Triggers can be AND'ed or OR'ed together to create a more complicated Formula:
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So in the example above, having two trigger conditions:

  • A: TransactionVolumeLastWeek / 7 > TransactionVolumeLastMonth / 31
  • B: TransactionVolumeLastMonth / 31 > TransactionVolumeLastYear / 365

Selecting And is similar to saying:

  • A and B must be met to alert

Selecting Or is similar to saying:

  • A or B must be met to alert

You can add as many additional Triggers as you want using the "+Add Condition" button.


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