Production Triggers

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Overview

Production Triggers automate production workflows by activating based on date calculations. Triggers can:

• Start production workflows automatically
• Create production events
• Send notifications
• Update statuses
• Initiate material orders

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How Triggers Work

A trigger activates when its calculated date is reached. The calculation is: Activation Date = Source Date + Offset Example:

• Source: Order ship date (June 1)
• Offset: -60 days
• Activation: Trigger fires on April 2 (60 days before June 1)

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Viewing Triggers

Triggers display in an AG Grid on the Settings → Triggers page:

• Trigger name
• Source type
• Offset (days)
• Expiration logic
• Active/Inactive status

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Creating a Trigger

1. Navigate to Settings → Triggers
2. Click Add New
3. Enter trigger details:

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Trigger Name

A descriptive name explaining what the trigger does. Examples:

• “Start Propagation - 8 Weeks Before Ship”
• “Order Materials - 2 Weeks Before Production”
• “Allocate Space - 4 Weeks Before Ready”

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Source

The date source that drives the trigger calculation. Common sources:

• Order Date: When order was placed
• Ship Date: When order will ship
• Production Start Date: When production begins
• Ready Date: When items will be ready
• Custom Date: User-defined date field

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Offset

Days before (-) or after (+) the source date when the trigger should activate. Examples:

• -60: 60 days before source date
• +7: 7 days after source date
• 0: Same day as source date

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Unit

Time unit for the offset (currently supports Days). Future versions may support:

• Weeks
• Hours
• Custom units

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Expire By

The date/time when the trigger should stop being active. This is a date field where you specify the exact expiration timestamp. Example: A “Start Propagation” trigger that activates 60 days before ship date would have an expireBy date set to the ship date. After the ship date passes, there’s no point starting propagation.

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Trigger Configuration Examples

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Example 1: Propagation Trigger

Goal: Start plant propagation 8 weeks before order ship date

• Name: “Start Propagation - 8 Weeks Before Ship”
• Source: Select from dropdown (e.g., “Ship Date” option)
• Offset: 56 (positive number representing days before)
• Unit: Select from dropdown (e.g., “Days” option)
• Expire By: Select date (e.g., June 1)

Result: When configured with these values, the trigger activates 56 days before the expire by date.

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Example 2: Material Order Trigger

Goal: Order materials 2 weeks before production starts

• Name: “Order Production Materials”
• Source: Select appropriate source from dropdown
• Offset: 14 (positive number)
• Unit: Select “Days” from dropdown
• Expire By: Set appropriate expiration date

Result: Orders materials 14 days before the expire by date.

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Example 3: Space Allocation Trigger

Goal: Reserve greenhouse space 4 weeks before items are ready

• Name: “Allocate Finishing Space”
• Source: Select appropriate source from dropdown
• Offset: 28 (positive number)
• Unit: Select “Days” from dropdown
• Expire By: Set appropriate expiration date

Result: Space allocated 28 days before the expire by date.

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Editing Triggers

1. Click on a trigger row in the grid to open the edit form
2. Update trigger properties:
   • Name: Text field
   • Expire By: Date picker
   • Source: Dropdown selection
   • Unit: Dropdown selection
   • Offset: Positive number
3. Click Submit to save changes
4. Click Reset to restore original values

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Activating/Deactivating Triggers

When editing an existing trigger, a status button appears: To change trigger status:

1. Click on the trigger row to open the edit form
2. Look for the Make Active or Make Inactive button (appears between Submit and Reset)
3. Click the button to toggle the trigger status
4. The trigger status changes immediately (separate from Save)

Status Behavior:

• Active triggers will fire based on their configuration
• Inactive triggers will not fire for new orders/events
• Status changes are immediate and don’t require clicking Submit

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Removing Triggers

If deletion functionality is available:

1. Select the trigger
2. Look for delete option in context menu or toolbar
3. Confirm deletion if prompted

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Trigger Usage

Triggers are designed to automate production workflows based on date calculations. The specific actions taken when a trigger activates depend on your system configuration and workflow setup. Potential Uses:

• Initiating production activities at scheduled times
• Sending notifications to production teams
• Creating events or tasks at calculated intervals
• Triggering material order processes

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Best Practices

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Trigger Naming

• Be descriptive: Name should clearly explain the trigger’s purpose
• Include timing: Reference the offset in the name (e.g., “8 Weeks Before Ship”)
• Action-oriented: Use action verbs for clarity

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Configuring Offsets

• Use positive numbers: Offset must be a positive number (validation enforced)
• Calculate carefully: Ensure the offset value matches your intended timing
• Document calculations: Note how you arrived at the offset value (e.g., 8 weeks = 56 days)

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Setting Expiration Dates

• Choose meaningful dates: Set expireBy to a date that makes sense for your workflow
• Consider production cycles: Align expiration with production completion or delivery dates
• Use consistent dates: Apply similar expiration logic across related triggers

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Maintenance

• Use inactive status: Instead of deleting, set triggers to Inactive when not needed
• Regular review: Periodically review trigger configurations
• Update as needed: Adjust offsets and dates based on changing production schedules
• Test changes: When editing triggers, verify the new configuration meets your needs

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Common Scenarios

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Scenario: Creating a Production Timing Trigger

Goal: Set up a trigger to initiate an activity 8 weeks before a deadline Steps:

1. Navigate to Settings → Triggers
2. Click Add New
3. Fill in the form:
   • Name: “Start Production - 8 Weeks Before”
   • Source: Select appropriate source from dropdown
   • Offset: 56 (for 56 days/8 weeks)
   • Unit: Select “Days” from dropdown
   • Expire By: Set to your deadline date
4. Click Submit
5. Trigger is now active and will fire based on the configuration

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Scenario: Updating an Existing Trigger

Goal: Adjust a trigger’s timing from 8 weeks to 6 weeks before deadline Steps:

1. Click on the trigger row in the grid
2. Update the Offset field from 56 to 42 (6 weeks = 42 days)
3. Click Submit to save
4. The trigger will now use the new offset for future activations

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Scenario: Temporarily Disabling a Trigger

Goal: Keep trigger configuration but stop it from firing Steps:

1. Click on the trigger row to open the edit form
2. Click the Make Inactive button
3. The trigger status changes to Inactive immediately
4. The trigger will not fire while inactive
5. To re-enable, click the trigger again and click Make Active

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Troubleshooting

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Can’t Save Trigger

Issue: Submit button doesn’t save the trigger Possible causes:

• Required fields are missing
• Offset is zero or negative
• Invalid date selected

Solutions:

• Verify all required fields are filled: Name, Expire By, Source, Unit, Offset
• Ensure Offset is a positive number (validation enforced)
• Check that a valid date is selected in the Expire By field
• Review any validation error messages displayed

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Make Active/Inactive Button Not Showing

Issue: Can’t find the status toggle button Possible causes:

• Creating a new trigger (button only appears for existing triggers)
• Screen size too small (button may not display on mobile)

Solutions:

• The button only appears when editing an existing trigger, not when creating new
• Try using a larger screen or desktop view
• Save the trigger first, then edit it to see the status button

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Changes Don’t Appear in Grid

Issue: After saving, changes don’t show in the trigger list Solutions:

• The modal closes automatically after successful save
• Check the trigger list grid - the changes should be reflected
• If not visible, try refreshing the page
• Look for success/error notification messages

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