AI Trigger

Overview

TM AI Trigger allows you to connect AI Agents or AI Chains to document events in your system. When a specified DocType event occurs (e.g., After Insert, After Submit), the trigger will automatically execute the linked AI Agent or Template Chain. This enables automated workflows such as analyses, notifications, or data enrichment based on real-time system activity.

Core Fields

These are the key configuration options that define the behavior of a TM AI Trigger:

Field	Description/Logic
Display Name	Unique name for the trigger, used for identification in the UI and logs.
Type	Select whether this trigger runs an `AI Agent` or an `AI Chain Template`.
AI Agent	Link to the `TM AI Agent` to execute (visible only if Type = AI Agent).
AI Chain	Link to the `TM AI Chain Template` to execute (visible only if Type = AI Chain).
Active	Enable or disable the trigger. Only active triggers will fire when events occur.
Application	Link to an application to scope and organize the trigger.
DocType	The document type whose events will activate this trigger.
DocType Event	Select which lifecycle event (e.g., After Insert, After Submit) will fire the trigger.
Run Order	Numerical priority ordering if multiple triggers are defined on the same DocType+Event. Lower numbers run first.
Filter List	Optional HTML-based filters to restrict when the trigger should run based on document data.

Procedure

To configure and use a TM AI Trigger:

Create a new trigger: Go to TM AI Trigger and click “New”. Provide a unique Display Name.
Select Type: Choose whether to link an AI Agent or AI Chain. Then select the appropriate record in the AI Agent or AI Chain field that appears.
Enable the trigger: Check Active to allow the system to respond to events. Leave unchecked to disable.
Scope it properly: Choose the Application it's associated with, so it's visible to the right users and logical grouping.
Define target and event: Select the DocType to monitor and the exact DocType Event (e.g., After Insert, After Delete) that will fire the trigger.
Set execution order: Assign a Run Order number if you have multiple triggers on the same DocType and event. Lower runs execute first.
Optional filter: Use the Filter List to restrict execution when certain conditions are met (e.g. only fire when status = "Approved").
Save: Click “Save” to store the trigger. Once active, any matching document events will automatically invoke the linked AI process according to the config.