Create a Trigr 'Action'

Before we continue and configure Encodian Trigr, you must make sure you either have purchased a paid subscription or signed up for a trial. If you need to sign up for a trial please visit: Sign up for a Trigr Trial

There are two parts to creating a Trigr Action:

  • Part One: Create the Power Automate Flow
  • Part Two: Create the Trigr 'Action'

Please submit a ticket to our support team if you have any questions or issues following this article.

Part One: Create the Power Automate Flow

Firstly we need to create a Power Automate Flow which we would like to make available to all users via the Trigr app. If you have not installed the Trigr app, please review: Trigr App Deployment and Installation

1. Navigate to https://make.powerautomate.com

2. Click 'New flow > Automated cloud flow'

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3. Configure the new Flow form as follows:

3.a. Flow name: Enter a name for your Flow

3.b. Choose your Flow's trigger: Select the Encodian 'When a user runs a Trigr' Power Automate trigger action.

3.c. Click 'Create'

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NOTE: If you have not already created an Encodian connection, you will be prompted for an API Key; please enter your API Key, which can be found: https://account.encodian.com/trigr/apikey

If you require further guidance, please review the following article: Create an Encodian Connection in Power Automate for Trigr

4. Complete the fields on the Encodian 'When a user runs a Trigr' Power Automate trigger action.

4.a. Title: The value entered will later identify this Flow within the Encodian admin portal

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5. Configure your Power Automate Flow to perform the required actions.

NOTE: The Encodian 'When a user runs a Trigr' Power Automate trigger action provides all of the information related to the item(s) selected by the user; for more details on the data provided, please review the following article: 'When a user runs a Trigr' overview

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6. Now that your Flow is created, proceed to 'Part Two' to configure your Trigr action within the Encodian account portal.

 

Part Two: Create the 'Trigr Action'

1. Log in to the Encodian Account Portal: https://account.encodian.com

2. Navigate to 'Encodian Trigr > Configuration'

3. Click 'Add Trigr'

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4. Select the Microsoft Flow to associate with this Trigr action

4.a. Title: This will auto-populate from the data set within the Power Automate Flow, update if required.

4.b. Description: This will auto-populate from the data set within the Power Automate Flow, update if required.

4.c. Run Message: Enter a message which will be displayed to the user once the action has been started.

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4.d. Appear In: Set whether the action should appear in document libraries, lists or both.

4.e. Site Management: Set whether the action should appear in all sites or one or more specific sites

Click 'Create'

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5. The Trigr action has been created

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6. The Trigr action will now appear within the Trigr App within SharePoint

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