Workflow Trigger: DB Insert

A DB Insert Workflow is an automated process that executes immediately after a new record is added to a specific data object. The DB Insert Workflow is used for downstream automation, such as sending welcome emails, calculating default fields, or notifying team members of new entries.

Table of Contents

• Configuring the Workflow Trigger
• 1. Create the Workflow
• 2. Set the Object and Type
• 3. Additional Settings (Optional)
• Building the Logic
• Common Post-Insert Components:
• Monitoring and Management
• Support

Configuring the Workflow Trigger

1. Create the Workflow

• Navigate to Automation > Workflows in the settings sidebar.
• Click the + Add New button in the top-right header of the workflows list.
• In the Add Workflow window, provide a unique Name and, optionally, a detailed Description for the process.

2. Set the Object and Type

• Object: Select the database table that will trigger the workflow (e.g., “translations”).
• Type: Open the dropdown and select DB Insert. This ensures the logic only runs when a record is newly created, rather than updated.

3. Additional Settings (Optional)

• Run as Admin: Check this if the subsequent actions in the workflow require system-level permissions.
• Active: Ensure this toggle is checked to enable the trigger.
• Condition String: Enter an Expression if you want the workflow to trigger only for specific insertions (e.g., [[priority]] == 'High').

Building the Logic

Once the trigger is saved, you will be taken to the workflow detail page where you can add an action to this workflow on that page, or you can use the Diagram View to create a new action and define what happens after the insert.

Common Post-Insert Components:

• Actions: Execute tasks such as sending notifications, calling external APIs, or generating documents.
• Field Updates: Automatically set or calculate values in fields of the same record or related objects.
• Timers: Introduce specific delays before the next step occurs.

Monitoring and Management

You can track your active DB Insert workflows from the primary Workflows list view.

• Type Visibility: The Type column clearly identifies workflows set to DB INSERT, DB UPDATE, or API.
• Status: Use the Active toggle in the list to quickly enable or disable a trigger without entering the builder.
• Actions: Click the wrench icon to go to the workflow builder and update the child configurations or the pencil icon to edit the parent settings.
• Events & Logs: Navigate to the workflow details to view the Events list. This records every instance the workflow was triggered, allowing you to troubleshoot failures and review execution logs.

Support

If you have any questions or need further assistance, please reach out to our support team.

Email: snapapp@bluevector.ai