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This article describes a Trigger concept in the Exalate app.

You can start issue synchronization automatically according to a specified search query with the help of a trigger.

If the issue fits a search query it is triggered for synchronization automatically. Once someone updates the issue which is under sync the changes are synchronized automatically.



Example

Every issue tracker has its own search query language. Since Exalate supports different issue trackers the search syntax may vary. 

Jira JQL query

When you create an issue in project BLUE with label sync, that issue will start synchronization automatically. 

Also, the same trigger will start the synchronization if any issue in project BLUE has been updated with label sync. 

Sync issues in project BLUE with label sync

project = BLUE AND labels = sync


GitHub search query

Exalate app for GitHub uses GitHub advanced search syntax to filter issues in the trigger.

Sync issues in status Open with label bug

is:issue is:open label:bug 

ServiceNow search query

Exalate app for ServiceNow uses ServiceNow search syntax to filter incidents in the trigger. 

Servicenow search: sync incidents with urgency 1-High 
urgency=1

HP ALM/QC search query


Sync only defects which have user field 03 not empty and the status set to New or Open
user-03[<>''];status[New or Open]

How to create a trigger?

How to create a trigger?
To configure the trigger, please follow the steps:

  1. Navigate to the Triggers tab in the Exalate admin menu 


  2. Click Create Trigger


  3. Select the type of entity you want to synchronize. 

    If you want to synchronize multiple entities, create separate triggers for every entity type.

  4. In the If field, enter the desired filter to decide which issues will get automatically synced to the other side. 

    Use the platform search syntax to specify the filter query. 

         

3. Select the Connection you want to sync with in Then sync with connection field.

4. Optionally, input information to keep a reference for the trigger in the Notes field.

6. Enable the toggle to activate the trigger. In case the toggle is disabled, the trigger won't work.

7. Create trigger.


  • To start the synchronization you need to Bulk Exalate on the trigger. It helps to synchronize all issues that fit trigger search query. Check how to bulk Exalate issues.


  • To stop the synchronization you need to Bulk Unexalate on the trigger. It helps to stop the synchronization of all issues that fit trigger search query. Check how to bulk Exalate issues.





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