Define trigger conditions

task australia Updated Sep 10, 2026 1 min read define-trigger-conditions.md

Define trigger conditions that start a sequence by configuring simple triggers, or combining multiple triggers for initiating workflows from multiple record-based events.

Before you begin

Note: Multi-trigger capability is available only with Playbooks versions 28.1 and higher on the Zurich release. For more information, see Playbooks in Workflow Studio release notes.

Assign delegated developer roles to designated users. For more information, see Grant delegated developer permissions for managing sequences.

Role required: sn_crm_sequence.admin, sn_crm_sequence.writer

Note: If you're using Customer Engagement Sequences 1.0.0, then you need the playbook.admin or pd_author role to create sequences.

Procedure

Navigate to Workspaces > CRM Workspace.
Select the List icon [Omitted image "list-outline-24.svg"] Alt text:.
Navigate to Sequences > All Sequences.
Select a sequence that you're creating or updating.
On the left sidebar, select the Triggers icon [Omitted image "triggers-icon.png"] Alt text:.
Select an option that indicates when the playbook should run from the toAdd trigger drop-down list.

The available options are:
- When record is created
- When record is update
- When record is created or updated
In the Conditions field, add conditions that must be met to trigger your playbook.

To trigger the sequence when a new record is created in the Lead [sn_lead_mgmt_core_lead] table, you would set the condition [State][is][New].

For more information, see Condition builder.
Select Save and close.
To create a multi-trigger sequence, select Add triggers from the Triggers pane and repeat the steps of defining the trigger conditions.

When adding additional triggers, if you select a child table or any other table from the Trigger table field, then you must use the data pill picker to select the parent record.

Tip: You can add up to 10 triggers.

Result

The triggers that you've created appear under the Record based triggers section on the Triggers pane.

Parent Topic:Create a customer engagement sequence

Related topics

Triggers

Add and configure a trigger in a playbook

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---
title: Define trigger conditions
description: Define trigger conditions that start a sequence by configuring simple triggers, or combining multiple triggers for initiating workflows from multiple record-based events.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/define-trigger-conditions.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Create sequences, Customer Engagement Sequences, Sales automation apps, Use, Sales Customer Relationship Management]
---

# Define trigger conditions

Define trigger conditions that start a sequence by configuring simple triggers, or combining multiple triggers for initiating workflows from multiple record-based events.

## Before you begin

**Note:** Multi-trigger capability is available only with Playbooks versions 28.1 and higher on the Zurich release. For more information, see [Playbooks in Workflow Studio release notes](https://www.servicenow.com/docs/r/zurich/release-notes/process-automation-designer-rn.html).

Assign delegated developer roles to designated users. For more information, see [Grant delegated developer permissions for managing sequences](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/grant-delegated-developer-permissions.md).

Role required: sn\_crm\_sequence.admin, sn\_crm\_sequence.writer

**Note:** If you're using Customer Engagement Sequences 1.0.0, then you need the playbook.admin or pd\_author role to create sequences.

## Procedure

1. Navigate to **Workspaces** &gt; **CRM Workspace**.

2. Select the List icon \[Omitted image "list-outline-24.svg"\] Alt text:.

3. Navigate to **Sequences** &gt; **All Sequences**.

4. Select a sequence that you're creating or updating.

5. On the left sidebar, select the Triggers icon \[Omitted image "triggers-icon.png"\] Alt text:.

6. Select an option that indicates when the playbook should run from the to**Add trigger** drop-down list.

The available options are:

- When record is created
- When record is update
- When record is created or updated
7. In the **Conditions** field, add conditions that must be met to trigger your playbook.

To trigger the sequence when a new record is created in the Lead \[sn\_lead\_mgmt\_core\_lead\] table, you would set the condition **\[State\]****\[is\]****\[New\]**.

For more information, see [Condition builder](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/platform-user-interface/c_ConditionBuilder.md).

8. Select **Save and close**.

9. To create a multi-trigger sequence, select **Add triggers** from the Triggers pane and repeat the steps of defining the trigger conditions.

When adding additional triggers, if you select a child table or any other table from the **Trigger table** field, then you must use the data pill picker to select the parent record.

**Tip:** You can add up to 10 triggers.

## Result

The triggers that you've created appear under the Record based triggers section on the Triggers pane.

**Parent Topic:**[Create a customer engagement sequence](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/create-customer-engagement-sequence.md)

**Related topics**

[Triggers](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/build-workflows/process-automation-designer-triggers.md)

[Add and configure a trigger in a playbook](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/build-workflows/add-configure-trigger.md)